Introduction
Integrating ShipStation with Uphance offers several key benefits:
Streamlined Order Processing: Automates order transfers.
Real-Time Inventory Management: Keeps inventory levels updated to prevent overselling.
Shipping Automation: Simplifies label generation and tracking updates.
Centralized Data: Consolidates shipping and inventory information for easier analysis.
Improved Customer Experience: Faster fulfillment and accurate tracking enhance satisfaction.
Cost Efficiency: Reduces labor costs and boosts operational efficiency.
An Overview of The Integration Steps
Here's an overview of the steps to integrating ShipStation with Uphance:
Register Your Custom Store
Set Up Your GET
Set Up Your POST
Review/Test the Results
Let's now go into the steps in detail.
Step 1: Custom Store Registration in ShipStation
To register your custom store, follow the steps below:
Login to your ShipStation Application.
Click on Account Settings, which is the cogwheel icon in the top right.
Select Selling Channels.
From the sidebar on the left, select Store Setup.
Click + Connect a Store or Marketplace.
Choose the Custom Store option.
You'll be presented with a form to complete. Once the form is filled out, ShipStation will begin communicating with Uphance to obtain order information.
Step 2: Complete the Form
Find your organization ID. To locate it, log in to your dashboard and navigate to Settings > Companies. Your organization ID will appear in your browser's address bar.
After locating it, follow the steps below:
Copy and paste the number somewhere safe.
URL to Custom XML Page: Enter https://app.uphance.com/shipstation.xml?organizationId= + your ID. For example, it can look like this: https://app.uphance.com/shipstation.xml?organizationId=11223
Replace 11223 with the organization ID you just copied
Set your organization
Username: Your user email on Uphance
Password: Your password on Uphance
Statuses do not need to be changed
Once your ShipStation is configured, you'll want to test it to ensure it functions as expected. ShipStation allows you to integrate courier and track updates for your products and sales orders into Uphance.
Step 3: Shipment / Pick Tickets
You should see the tracking number and carrier fields on your Pick Tickets:
Navigate to your Sales Order.
Click on Shipment or Pick Tickets in the top right.
Scroll down to your Shipment or Pick Tickets and click the pencil/edit button in the top right.
Review the Tracking Number and Carrier fields.
You will also see the tracking number and carrier fields on your Shipping lists:
Select Shipments from the left vertical menu.
Look in the Tracking Number column for the tracking number.
To view the carrier, click the edit/pencil icon next to the shipment you want to check. (Note: This will take you to the same place as Pick Tickets.)
If integrated with ShipStation, you will receive carrier information automatically (e.g., DHL, UPS, FedEx). You can also edit this field manually.
Step 4: Updates Sent to ShipStation
Uphance sends a shipment number as the order name in ShipStation (e.g., shipment number). Your organization name will appear in the "Internal Notes" field, allowing users with multiple organizations to identify which organization the shipment belongs to.
Step 5: Two-Step Shipping vs. Standard Shipping
Two-Step Shipping: Carrier information will appear in the Shipment.
Standard Shipping (Two-Step Shipping disabled): Carrier information will appear in the Pick Ticket.
For more information on Two-Step Shipping, please see our Knowledge Article.
Commercial Invoice & Delivery Note PDFs
If tracking number and/or carrier information is available, these will be included in your Commercial Invoices and Delivery Notes PDFs next to the date. If the information is not available, nothing will appear in the document.
You may also add carrier information to automatic emails, including the tracking number if present.