Spoke Connect is the software that your courier uses to deliver your orders.
In this guide, we will cover:
How to accept your courier's invitation to join Spoke Connect
How to import your orders to Spoke Connect ready for delivery
How to view the live delivery status of your orders
How to accept your courier's invitation to join Spoke Connect and log in
When your courier adds you to Spoke Connect, you may receive an email invitation from [email protected], or an invitation link will be shared with you.
Click the signup button, and you will be taken to a signup page
Enter the email and password you wish to use and log in
Once you have created your account, click here to log in to Spoke Connect
How to import your orders to Spoke Connect
Once you are logged in, you will see one of two possible messages in the center of the screen.
If your courier has invited you to Spoke Connect with the ability to search for and track the live status of orders, but without the ability to import your orders to Spoke Connect you will see this message.
Submit orders to courier
Spoke Connect allows you to upload your orders and submit them directly to your courier. Reach out to your courier to enable this feature
Contact your courier directly (by email or phone) if you would like the ability to import your orders to Spoke Connect enabled.
If your courier has invited you to Spoke Connect with the ability to search for and track the live status of orders and import your orders to Spoke Connect, you will see this message.
Upload orders directly to your courier
Send orders to your courier in seconds, then track them throughout delivery
How to import your orders via spreadsheet
Before importing your order data into Spoke Connect, you will need to format it correctly.
Click here to download a copy of our example spreadsheet.
You do not need to complete every field, but the minimum information you must supply for each order is the address and recipient details.
You can import the following order data:
Spreadsheet column header | Description | Example |
Unit/Flat/Unit Name | The name of the stop, such as a building or business name. This is not street-level data |
|
Address Line 1 | The main address of the stop.
This must be street-level data. |
|
Address Line 2 | A secondary line of the address. |
|
City | The city the stop is in. |
|
State | The state/county the stop is in. |
|
Zip | The zip/postal code of the stop. |
|
Country | The country the stop is in. |
|
Notes | Any information you need the driver to know about the stop. |
|
Size | Size information about the package/parcel. |
|
Recipient Name
| Name of the recipient associated with the stop. |
|
Type of stop | Marking the stop as a delivery or pickup/collection. |
|
Recipient Email Address | Email address of the recipient associated with the stop. | |
Recipient Phone Number | Phone number of the recipient associated with the stop. |
|
Id | An ID, order number, or reference number associated with the stop. |
|
Package Count | The number of packages or parcels associated with the stop. |
|
Products | The products that are being collected or delivered to the stop. |
|
Latitude | The Latitude coordinates of the corresponding stop. |
|
Longitude | The Longitude coordinates of the corresponding stop. |
|
When you are ready to import your orders:
Click > Import orders from spreadsheet
Select the spreadsheet you want to upload
Follow the import process on the screen
You will see the message > Draft orders successfully imported
How to import your orders from Shopify
You can import orders from your Shopify store into Spoke Connect.
You must be an Admin/Owner role in order to link your Shopify store with Connect.
How to link your Shopify store with Connect
Go to Settings > General > Integrations
Go to Shopify and click > Connect store
You will then land on the Connect Shopify listing, click > Install
Accept access permissions and click > Install
You will then be redirected back to Spoke Connect
Your Shopify store is now linked with Spoke Connect
How to turn on automatic Shopify updates
To have completed Connect deliveries automatically update their status to fulfilled in Shopify, and recipients automatically receive a notification from Shopify when a Connect delivery has been completed, you will need to enable these settings:
Go to Settings > General > Integrations
Toggle on the setting > Automatically mark orders as fulfilled in Shopify
Toggle on the setting > Notify customer via Shopify when fulfilled
How to import Shopify orders
With your Shopify store linked to Connect, you can import your orders.
Go to Orders, click > Add or import orders, select > Import from Shopify
All your Shopify orders will be imported onto a list in Spoke Connect
You can select individual orders that you want to import
You can also click > Bulk import and add all the order IDs you want to import in the text box, then click > Import orders
Those orders will be imported into Spoke Connect as draft orders and are ready to be submitted for delivery
How to submit your orders for delivery
With all your orders imported as a draft, you can now select which of those orders you want to submit for delivery.
To submit orders for delivery:
Select the draft orders you wish to submit for delivery from the list
Click > Submit for delivery
Once an order has been submitted, it cannot be edited, but it can be withdrawn as long as it hasn't been assigned to a route by your courier.
You can check the status of submitted deliveries under > Active orders
How to see the live delivery status of your orders
The status of your orders will change as they move along the delivery process.
Draft > Submitted - when an order has been submitted for delivery
Submitted > Scheduled - when an order has been added to a route
Scheduled > ETA - when the driver starts the route
ETA > real-time status update - as the deliveries are completed
Using the sidebar:
Click > Search to search for the details of any order
Click > Draft to see your draft orders
Click > Active orders to see the orders that have been submitted to the courier and their live delivery status updates
Click > History to see all historical delivery data
How to add team members to Spoke Connect
When you accept the Spoke Connect invite from your courier and log in, you will become the Team Owner, and you can invite additional members of your team to access Spoke Connect.
This can be useful if you have multiple team members who deal with the management and delivery of your orders.
Go to Settings > General > Team members
Click > Add members to invite a new team member
New Team members have restricted access and can only see other members and Integrations.
To switch the Team Owner role to another person, click > Transfer ownership and follow the instructions
Got a question?
We recommend that you contact your courier directly, or you can email the support team at Spoke we may be able to help > [email protected]