OrderPilot
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Can we keep our records if we stop using OrderPilot?

Getting started and supportUpdated 4 Nov 2026

Short answer

Download the documents and reports you need before uninstalling OrderPilot, and export signature evidence separately.

Uninstalling ends app access and begins the data-erasure process, with specified records retained.

OrderPilot-created Shopify products remain in Shopify. Do not treat reinstalling as a guaranteed way to recover your quotes and orders.

Full guideHandle data requests, reset settings, or uninstallFull guideExport, hold and retain signature records

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Do I need a DMARC record?

DMARC is recommended for OrderPilot's sending setup, but it isn't required to complete that setup. Review DMARC shows the current result and a copy-ready record when one is missing. The starter policy is v=DMARC1; p=none;.

If your domain already has a record that needs fixing, repair it instead of adding a second one.

Open its own pageFull guide: Set up your sending domain

How long do DNS records take to verify?

New sending-domain records can take up to a day to appear; the Receive replies record can take up to an hour. Use Check again for the sending domain or Check record for reply capture after adding the displayed records. OrderPilot also checks daily.

If records remain missing, compare the saved hostname and value with OrderPilot's instructions.

Open its own pageFull guide: Set up your sending domain

Do payments and fulfillment recorded in Shopify update OrderPilot?

Yes, Shopify sends payment, fulfillment, refund and cancellation updates back to linked OrderPilot sales. Staff can follow the customer sale without entering those events twice.

Updates are processed in the background, so check the sync and payment states before continuing. A customer signature, payment and delivery are separate facts about the sale.

Open its own pageFull guide: How OrderPilot syncs with Shopify

How do I record a cash or check payment?

Open Collect payment on the order to record cash, a check or a bank transfer you have already received. The action does not charge the customer.

On a draft, recording the whole payment also creates the Shopify order. On a placed order without Shopify Plus, Mark as paid records the whole outstanding balance.

Open its own pageFull guide: Collect a payment