Sync Epos Now Transaction Items into WooDelivery

Sync Epos Now Transaction Items into WooDelivery

This template syncs your Epos Now transaction data into WooDelivery, a platform for managing local deliveries and driver assignments. It automatically exports completed transactions from the past hour and prepares them in the format WooDelivery needs — keeping your delivery queue up to date without manual exports or data entry.

transactions Available

Typical use cases for this template include:

  • Automatically create delivery tasks in WooDelivery for every Epos Now sale
  • Keep your delivery queue up to date without manual exports
  • Send transaction details (customer name, contact info, delivery address, items sold) straight from Epos Now to WooDelivery
  • Eliminate manual data entry errors between POS and delivery system
  • Get hourly updates so new sales appear in WooDelivery automatically
  • Scale easily — works across multiple Epos Now locations and product ranges
When this happens…
Run automatically or manually

You can run this flow automatically every hour or trigger it manually from your dashboard when needed. We recommend leaving it on an hourly schedule so new Epos Now transactions are exported to WooDelivery quickly.

Trigger
Get the data …
Fetch the transaction items

The flow retrieves the latest transaction items from your Epos Now account, including product, quantity, customer, and location details. It uses your account’s live sales data from the past hour.

Fetch
Apply filters…
Filter for completed transactions with customers

Filters are preconfigured to include only completed transactions from the past hour that have a customer attached. This ensures WooDelivery only receives valid orders ready for fulfilment.

Filter
Then do this…
Export to CSV and email to Zapier

Flow generates a CSV file with the required fields for WooDelivery — including transaction, customer, and delivery details — and automatically emails it to Zapier. The columns are preset for WooDelivery’s format but can be tweaked if needed.

Action
Then do this…
Zapier creates WooDelivery tasks

Zapier receives the CSV via email and processes it. Zapier transforms the data into the WooDelivery format and creates a delivery task for each transaction item, checking for duplicates automatically so each order is only created once.

Action

We’ve already built a ready-made Zap that connects Flow with WooDelivery. Just get in touch and we’ll help you set up the Flow and link everything together — Flow, Zapier and WooDelivery — so it all runs seamlessly.

If you’re new to Zapier, don’t worry — we’ll guide you through the setup and testing so your first WooDelivery tasks start creating automatically within minutes.

Customisation

This template can be easily customised by changing the triggers, filters and columns that are exported to the CSV file
Learn more

Triggers are the events that start the flow.
For example, run at 6pm on Mondays, Wednesdays and Fridays.

Scheduler

Set your flow to run automatically at a specific time or interval. Choose from monthly, weekly, daily or hourly.

Manual Run

Run your flow manually using our dashboard. This is useful for testing your flow or running it on demand.

Filters allow you to apply the actions only to the objects that pass the filter criteria you specify.
For example, filter by the customer type or where the customer name contains certain characters.

You can choose which columns you would like to be in the export.
You can change the column title to whatever you like and set the column order to match your export requirements.
For example, you can set the column title to “Customer Balance” and also apply transformations such as add 10%.

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