AI Order Form Parsing

AI Order Form Parsing lets you photograph or upload paper order forms and have AI automatically extract structured order data. This is useful for phone orders, faxed forms, handwritten orders, or any document-based orders.

Requirements

AI Order Form Parsing is available on Team and Enterprise plans. Before you can use it, you must enable it in your workspace settings.

Enabling AI Parsing (Required)

The feature is disabled by default. To enable it:

1. Go to Settings > Workspace
2. Scroll to the AI Order Form Parsing section (only visible on Team/Enterprise plans)
3. Check Enable AI Order Form Parsing
4. Click Save Changes

Without this setting enabled, you will not see the AI Form tab on the New Order page and the parse page will not be accessible.

Using the AI Form Parser

From the New Order Page

1. Click New Order in the navigation
2. Select the AI Form tab
3. Click Open AI Form Parser

Upload or Camera Capture

The parser supports two input methods:

• File Upload - Drag and drop or browse for a JPEG, PNG, WebP image, or PDF file (max 10MB)
• Camera Capture - Use your device camera to photograph a paper form directly

Reviewing Parsed Data

After uploading, the AI extracts:

• Customer name, email, phone
• Order items with quantities and prices
• Totals (subtotal, shipping, tax, discount)
• Order number and notes

You can review and edit all extracted fields before creating the order. A confidence score indicates how certain the AI is about the extraction.

Creating the Order

1. Review and correct any parsed data
2. Optionally select a Flow for the order
3. Click Create Order

The order is created with platform type "AI Form" and the original document is attached.

Downloadable PDF Template

A printable order form template is available at /api/order-form-template. You can also download it from the AI Form Parser page. This template is designed to be easily parsed by the AI.

API Endpoints

Two API endpoints are available for programmatic access:

Parse Only

POST /api/v1/orders/parse

Accepts a multipart form with a file field. Returns parsed order data without creating an order.

Parse and Create

POST /api/v1/orders/parse-and-create

Accepts a multipart form with a file field. Parses the form and creates an order in one step.

Both endpoints require API key authentication and the AI parsing feature to be enabled for your workspace.

Supported File Types

• JPEG (.jpg, .jpeg)
• PNG (.png)
• WebP (.webp)
• PDF (.pdf)

Maximum file size: 10MB

How the AI Works

The AI parsing uses advanced vision AI to read and extract data from your uploaded documents. Multiple AI providers are supported with automatic fallback, so parsing works reliably even if one provider is temporarily unavailable.