# Portalink Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Is Portalink the right Accounts Payable solution for you? Explore 10 verified user reviews from people in industries like yours to make a confident choice.

Source: https://www.capterra.com/p/200048/Portalink/reviews

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Portalink

4.6 (10)

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/)

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Last updated March 13th, 2026

# Reviews of Portalink

Ease of use

4.7

Customer Service

4.8

## Showing most helpful reviews

Showing 1-10 of 10 Reviews

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Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

MG

Mike G.  
Developer - Digital Customer Relationships  
Electrical/Electronic Manufacturing  
Used the software for: 2+ years

### "Portalink capture of PDF customer orders"

September 27, 2021

5.0

We already had a high percentage of EDI orders, but a long tail of smaller customers emailing us their orders. We wanted to automate those orders as far as possible to reduce manual order entry. The Portalink solution was ideal to do this, and do it accurately. Previous attempts using OCR solutions were a failure.

Pros

Although most of the features we needed were already available they were able to customise the solution to perfectly fit our needs. I like the concept of extracting data directly from PDFs based on templates and NOT using OCR, which is inherently inaccurate.

Cons

Have to wait until someone sends an email before you can link that email address to a customer. Then if that person moves to another customer location, the linking becomes incorrect. Ideally I would like a way to identify the sender other than using the email address, like something within he PDF document such as ABN.

Reason for choosing Portalink

Local company, innovative solution, reasonable pricing

Review Source

TF

Tahlia F.  
Customer Solutions Team Leader  
Oil & Energy  
Used the software for: 2+ years

### "Portalink Review"

September 6, 2021

4.0

We were looking for ways to make processing orders easier for our internal team, but still ensure our customers receive the highest level of service which is a fast service level and customer email confirmations. We also wanted to minimise the chance for manual entering errors, which Portalink has greatly assisted with.

Pros

\- how good the system is at picking up details correctly when mapped correctly - how Purchase Orders are mapped to an account number saving the team having to manually search for these details - how I can track who has processed an order, exported vs. filed - the history of modifications to an order is helpful to identify errors - the way the system identifies if a purchase order could be a duplicate

Cons

\- more types of reporting or the ability to custom make a report in the dashboard

Review Source

sV

susan V.  
Data Entry Supervisor  
Wholesale  
Used the software for: 2+ years

### "Using 5 year and counting"

August 31, 2021

4.0

Portalink has change their process on the way they help with problems and we receive faster service now if we encounter a problem. Using this system is faster but we still have problems with our compatibility to work with our new software (Netsuite)

Pros

With the volume of orders we received , using portalink is more efficient and we are able to down load faster, vs having to enter them manually. Portalink is linked to our orders email , which make this process so much easier to track what comes in to our system .

Cons

Most orders come over on their own Purchase orders and sometime Portalink does not recognize them or they are not configured properly. Some orders have to be enter manually or they populate incorrectly .

Reason for choosing Portalink

n/a

Review Source

CA

Cristian A.  
Operations Manager  
Wholesale  
Used the software for: 2+ years

### "Portalink is an integral part of our business"

August 23, 2021

5.0

DropShip accounts manual order entry and automation. These have increased 3 fold in the last few years and we Portalink has really helped us evolve while cutting down on processing times.

Pros

Overall the system is easy to use and super easy to train new staff.

Cons

The portal has its quirks and a number of unnecessary confirmation screens but overall it is a good product.

Review Source

MB

Michael B.  
Senior Business Analyst  
Electrical/Electronic Manufacturing  
Used the software for: 6-12 months

### "Schneider Electric Review"

August 24, 2021

5.0

Improvement of processing time, zero touch orders and

Pros

Great support staff, easy implementation of the Project and really responsive on queries and questions.

Cons

Lack of reporting in the Portal, not easy to pull blacklisted accounts and/or black listed references.

Reason for choosing Portalink

Mainly due to the fact that the Portalink team create the templates for us.

Review Source

PE

Paul E.  
National Sales Manager  
Automotive  
Used the software for: 2+ years

### "Portalink Software"

September 1, 2021

5.0

Pros

It reduced our order input team from six heads to two during a phase where our business grow by 60%

Cons

There is nothing to say here. The program does everything we asked for during scoping phase and they have consistently updated to improve.

Review Source

MH

Michael H.  
Sales Transformation Manager  
Electrical/Electronic Manufacturing  
Used the software for: Less than 6 months

### "Portalink significantly changed our Customer Order management and administration process"

October 1, 2021

5.0

As a business, we have very quickly been able to utilise the Portalink technology and it is quickly becoming a key system within the Customer Order administration. The customer order team now see the Portalink solution as an indispensable part of daily tasks and our processes.

Pros

There was a very short turn-around from project commencement to going live into ERP. The platform is very user friendly and was very easily aligned to our processes and business systems.

Cons

Very little to say negatively about the software. We are still relatively new to the system and although we came online with Portalink during a major revision change, the user experience has been very stable and meets our primary business requirements.

Reason for choosing Portalink

Having the ability to not only extract information from the customer order, but to apply additional business logic and cleansing (prior to feeding into our ERP) separated Portalink from many of the industry alternatives.

Review Source

MA

Michele A.  
Export Co ordinator  
Automotive  
Used the software for: 2+ years

### "Portalink - orders made easy"

August 24, 2021

4.0

Portalink makes it easy for our customers to supply their orders and for us to upload them quickly into our ERP system.

Pros

With the ability to pick out obsolete items etc this saves time by them not ending up in the sales order in our system. The ease of use for our customers by just emailing their order through and then being easy for us to see quickly and easily the order before uploading.

Cons

Sometimes it does not recognise the format and wants an order quicktyped, but the support guys will correct this for us.

Review Source

KL

Kerstin L.  
Customer Service Manager  
Glass, Ceramics & Concrete  
Used the software for: Less than 6 months

### "Great tool "

August 23, 2021

5.0

PL is a great tool with a lot of functionalities

Pros

It is easy to use, support is great, a lot of functions and developments

Cons

Some things have not been fixed so far (address of ship-to, rounding of quantity, some errors need to be cleaned afterwards in SAP)

Reason for choosing Portalink

This has been recommended by our Australian colleauges

Review Source

CG

Claudia G.  
Team Leader  
Electrical/Electronic Manufacturing  
Used the software for: Less than 6 months

### "Overall review"

September 1, 2021

4.0

It reduces the volume a lot.

Pros

The functionality of the product is helping treating orders in a timely manner. The quality of data extraction has been improved and is getting better.

Cons

The mapping of the orders has been difficult, but now it has been improved a lot.

Review Source

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