Install the Chrome Extension #
- Open the Chrome Web Store.
- Search for “Streamline”.
- Click “Add to Chrome” and confirm the installation.
- Once installed, you will see the Streamline extension icon in the top-right corner of your Chrome browser.
Log in and Select Your App #
- Click the Streamline extension icon in the Chrome toolbar.
- Enter your Streamline App email and password.
- Click Continue to log in.
- After logging in, a list of available applications will appear.
- Select the App Application you want to use for importing orders.
Connect Your Email Account #
The extension contains three main tabs:
- Home – Overview of orders and the Manual Scan button.
- Emails – View filtered order emails.
- Settings – Configure email connection, app settings, and preferences.
- Navigate to the Settings tab.
- Under General, click Sign in with Google.
- Grant permission by clicking Allow.
The extension will now retrieve emails directly from your connected email account.
Configure Email Filters #
⚠️ This is a required step.
The extension will only scan and import emails that match the filters you set.
Emails that do not match a saved subject filter are NOT processed.
- Go to the Settings tab.
- Open the Email Handling sub-tab.
- Add a Subject Filter (for example: “Order”).
This ensures the system detects only emails with matching subject lines.
- Go to the Customer sub-tab.
- Click Add Customer.
Note: Be sure to click Save Changes after adding or updating each filter.
- Enter the customer email address(es) you want the system to monitor.
- Click Save Customer after adding.
The extension will now scan only the filtered emails based on the subject and customer settings you configured.
Import Orders #
Once your filters are set, you can begin scanning for orders.
Manual Scan #
- Go to the Home tab.
- Click “Scan Now.”
After the scan:
- A list of detected orders will appear.
- Orders that have already been scanned will not be scanned again; instead, they will include a link to Streamline.
Enable Background Scan (Automatic Import) #
To enable automatic scanning:
- Go to Settings.
- Open the General sub-tab.
- Enable Automatic Import.
- Set your preferred scan schedule.
- Click Save Changes.
Once enabled, the extension will automatically scan and import filtered emails based on your selected schedule.
Confirmation & Status #
An order link is provided for each order after scanning, accessible through the Import Status.
If the order is pending or failed, it redirects to the Streamline Extension Orders page; if successful, it redirects to the Streamline Cart Order.
