Guides

Set-up guides

One task per guide, in numbered steps, with what to do when a step does not work. The help articles stay the reference — a guide is the procedure. Each section shows how many of its guides are written; anything still to come says so rather than linking nowhere.

Get started

1/2 written

Set up the workspace and get one order through end to end.

Take your first order from upload to delivered20 minUpload a real purchase order, review it, and send it to the supplier.

Set up your workspace and invite your teamComing soon

Name the workspace, choose its direction, and give colleagues access.

Until then: Receiving orders from your customers (inbound mode) · Billing and plans FAQ

Receive orders

6/6 written

Every way an order can reach ProcuLink, set up step by step.

Upload order files by hand8 minDrop one or more files on the upload screen — the channel that needs no set-up.Receive orders by email12 minUse the address ProcuLink gives your workspace, add a forwarding rule, or read a mailbox you already own over IMAP.Poll a mailbox you already own over IMAP15 minPer-provider hosts, app passwords, and the folder to read — set up once and checked every five minutes.Push orders in over the API15 minCreate an API key and post structured orders from an ERP or automation tool. JSON, not files.Pull order files from an SFTP folder12 minPoint ProcuLink at a folder another system exports to, and let it collect new files.Pull order files from S3 or Cloudflare R212 minWatch a bucket prefix for new order objects, with a read-only key.

Suppliers & catalogs

3/3 written

Add a supplier, load their item codes, keep them current.

Add a supplier and fill in their identifiers10 minCreate the supplier record, then add the VAT number, registry code, GLN, and domain that let ProcuLink recognise their documents.Import a supplier catalog from a file12 minLoad the supplier's item codes from a CSV or XLSX so suggestions are grounded in real codes.Keep a catalog in sync automatically25 minPoint ProcuLink at the supplier's own feed, test the fetch, then let it re-import on a schedule.

Review & mapping

3/3 written

Fix what parsing could not decide, and teach it for next time.

Review an order and send it15 minWork the issue list, assign a supplier when the document did not name one, and send — or find out honestly why you cannot yet.Resolve item codes in review12 minMatch a buyer code to the supplier's own code once, and have it remembered.Map a supplier's purchase-order fields18 minTell ProcuLink which field means what in the document you send out, and preview the result.

Deliver

1/1 written

Get the finished order into the supplier's system.

Set up delivery to a supplier and test-fire it25 minPick the channel the supplier actually uses — HTTP, cXML, SFTP/FTPS, email, or an ERP adapter — then prove it before the first real order.

Need a guide that is not here yet? Ask support →