24. Activating Traede order checkbox custom fields from Shopify order custom fields

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Introduction

This article explains how to map Shopify order custom fields (note attributes) to checkbox-type order custom fields in TRAEDE. This is useful when an order needs to be flagged based on partial text matching—for example, marking marketplace orders (such as Evalo orders) so they can be fulfilled differently.

This guide is relevant for users who need to activate logic in TRAEDE based on Shopify order metadata.

 

 

Understanding the use case

Shopify stores custom order data under Additional details as note attributes.

Example:
A marketplace such as Evalo sends orders with a custom field like:

Reference: evaloorder.com/123456

Your goal:

  • Detect if the field value contains part of a specific text (e.g., evalo.com)

  • Then automatically tick a checkbox on the TRAEDE order

  • Allowing TRAEDE to use this checkbox in shipping rules, filters, or workflows

Because the order number changes for every order, you must use partial text matching.


Step 1: Identify the Shopify attribute name

In Shopify:

  1. Open the order.

  2. Look under Additional details.

  3. Identify the attribute name (example: Evalo order number).

You must write the attribute name exactly as it appears in Shopify when configuring the match.


Step 2: Identify the partial value you want to match

If the full value changes per order, choose a stable part of the text.

Example:

Full value:

evaloorder.com/123456

You should match only:

evalo.com

This ensures the rule matches any Evalo order, regardless of the order number.


Step 3: Configure the match in TRAEDE

  1. Go to Shopify settings in TRAEDE.

  2. Scroll to Match order additional details to order custom field checkbox.

  3. Click Add new match.

Fill in the following fields:

  • Shopify attribute name

    • Enter the exact attribute name from Shopify, e.g.:
      Evalo order number

  • Value to match

    • Enter the partial text to match, e.g.:
      evalo.com

  • TRAEDE checkbox field

    • Select the checkbox field you want to activate (e.g. Evalo order).

  1. Click Save.


Step 4: Re-import the order

Re-import the test order using Document Exchange.

After import:

  • Open the order in TRAEDE.

  • The checkbox should now be activated.

Example:

  • Shopify value: evaloorder.com/726345

  • Partial match: evalo.com

  • TRAEDE checkbox: checked


Result

You can now:

  • Create shipping rules

  • Apply workflows

  • Filter orders

  • Segment marketplace orders

…based on whether the checkbox is ticked.

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