Ctrl /Command+click for multiple selection in the open "Attached Documents" window.
3
Click the three dots "..." "Home" "Upload to Shopware". You may also need to select the document type.
4
A summary shows the upload status.
2. Upload via the Customer Card
From the Customer Card, you can upload all documents of a specific customer:
1
Open the "Customer Card" of the required customer.
2
Navigate to "Actions""PDF Documents"
3
Select the required option:
"Invoices to Shopware": All invoices of the customer
"Credit Memos to Shopware": All credit memos of the customer
"Shipments to Shopware": All shipments of the customer
"Attachments to Shopware": Document attachments of the customer
4
In the newly opened window, select the required document or documents and confirm with "OK".
An example of the upload.
3. Batch upload report
A dedicated report is available for processing large volumes of data or for recurring uploads.
Enter "Shopware PDF Document Upload" in the search and select the corresponding entry. In the window that opens, you can configure various filters. For example, you can adjust the following settings:
Document type: invoices, credit memos, or shipments
From Date / To Date: Limit the period (screenshot: "Schedule a Report -...")
Customer filter: Select specific customers
Click "OK" to start the upload.
The batch upload report is particularly suitable for the initial transfer of historical documents or for recurring automated uploads.
You can reach this view via "Schedule…" in the previous screenshot.
4. Upload summary
After every bulk upload, a summary is displayed:
If errors occur, you can check the Activity Log to determine the exact causes.
5. Automation
The PDF upload can also be automated using the Job Queue:
