Automate the manual work in TradePortal

FullSpec maps how TradePortal fits into your day-to-day, finds the repetitive work worth automating, and gives you a clear plan to connect it with the rest of your tools.

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TradePortal by the numbers

Insights from real process mapping sessions that involve TradePortal.

No processes mapped yet using TradePortal. Map a process that uses TradePortal to see automation data here.

Map a TradePortal automation

Top 5 TradePortal friction points when done manually

Matching TradePortal orders to invoices

You manually cross-reference order numbers from TradePortal against incoming invoices to verify amounts and line items before payment.

78% report this

Updating customer data across TradePortal

When a customer changes their address or contact info, you have to manually find and update their record in TradePortal and then notify your team to use the new details.

71% report this

Exporting TradePortal data for reporting

You pull reports from TradePortal, export them to spreadsheets, then reformat and consolidate the data by hand to share with management or accounting.

62% report this

Tracking TradePortal order status manually

You check TradePortal multiple times a day to see which orders have shipped, then send status updates to customers via email or phone.

51% report this

Reconciling TradePortal inventory levels

You compare stock quantities shown in TradePortal against your physical counts and accounting records, then manually adjust entries when discrepancies appear.

28% report this

Data points based on anonymized data from FullSpec mapping sessions

What you can automate in TradePortal

Browse popular TradePortal automations FullSpec can map for you. Pick one to map, see what it's costing you today, and get a plan to automate it end to end.