Integrations: ShipStation

Integrations: ShipStation

Overview: CustomBooks™ Integration with ShipStation

ShipStation is a widely trusted, web-based shipping and fulfillment platform designed to help businesses efficiently process, fulfill, and ship orders across multiple channels. By integrating CustomBooks™ with ShipStation, businesses can seamlessly bridge their operational data with their shipping processes.

This powerful integration empowers users to simplify their order processing and streamline shipping workflows directly through the CustomBooks™ Cloud Commerce feature, while also enabling the direct printing of shipping labels for active Shipments.

Key Benefits of the Integration

  1. Cloud Commerce Aggregator: By connecting ShipStation as your eCommerce aggregator and shipping manager, you can effortlessly simplify complex order processing. This integration allows you to automate your daily shipping workflows, manage multi-channel sales, and sync critical data—all from a single, centralized CustomBooks™ system. Visit this knowledge base article to learn more about CustomBooks™ Cloud Commerce.
    1. Requirements: This feature requires ShipStation's V1 API (formerly known as ShipStation OpenAPI). Access to the V1 API is limited to ShipStation accounts on a Standard, Accelerate, or higher plan.
  2. Print Shipping Labels: Generate and print carrier-compliant shipping labels directly from a Shipment document within CustomBooks™. This eliminates the need for redundant manual data entry between your accounting software and your shipping carrier. By generating labels in-house, you can significantly reduce fulfillment errors, speed up the packing process, easily compare carrier rates, and automatically pass tracking information back to your customer records.
    1. Requirements: This feature requires ShipStation's recently launched V2 API, which includes new Shipping and Inventory endpoints. The V2 API is available for ShipStation Standard, Accelerate, or higher plans, but can also be activated as an account Add-on for any plan level.

      Check out ShipStation's knowledge base to learn more about the ShipStation API.

Setting Up ShipStation

To setup the integration in CustomBooks™:
  1. Create a ShipStation account, and log in to ShipStation.
  2. In the ShipStation Settings, connect existing or setup new carrier accounts (USPS, FedEx, etc) according the the instructions at ShipStation. Be sure to add credit cards for payment or add funds if required.
  3. In ShipStation, set up the packages and services you will use for each carrier.
  4. Locate the ShipStation API Secret and Key in ShipStation under the Account Settings → Account → API Settings.
  5. In CustomBooks™, navigate to Admin Panel → Integrations → ShipStation. Click the gear icon, and then the ShipStation button.
  6. Copy the generated or existing API Key in ShipStation and paste it into the API Key field in Custombooks™. Be sure to remove any spaces or special characters that may have been copied by mistake.
  7. Repeat the copy/paste process with API Secret.
  8. Click the Test Login button to verify the connection.
  9. Generate and Print Shipping Labels feature:
    1. Toggle the 'Enable shipping label' checkbox to generate and print shipping labels for shipments, then click the "Get Packages and Services" button to get/update the available services and package types for carriers.
    2. Ensure that Shipments is enabled by checking the "Use Shipment" checkbox in Admin Panel → Sales Settings.
  10. Cloud Commerce: Click the "Sync stores" button to bring your stores (selling channels) from ShipStation.
    1. A ShipStation Stores tab will open with the list of store/s available in your ShipStation account. You can then set the Feed start date, map the Clearing account and Payment method.
  11. Once done connecting ShipStation to CustomBooks™, click Close.

Using ShipStation as an eCommerce Aggregator

The eCommerce sales channels (e.g., Amazon, eBay, Shopify, BigCommerce, WooCommerce, etc.) should be connected to ShipStation. Users should be familiar with how to process orders within the ShipStation platform. For more information or questions regarding ShipStation's internal processes, please visit their Help Center.

Once ShipStation is fully set up and your stores are synced, the available stores will be automatically listed in the Stores dropdown menu within Cloud Commerce. From Cloud Commerce, customer details, product items, and order details will be automatically imported from ShipStation; these can then be processed by either approving them as new records or matching them to your existing records within CustomBooks™.



To access the Cloud Commerce feature:
  1. Navigate to Sales → Under the Tools section, select Cloud Commerceᴮᴱᵀᴬ.
  2. Note: This feature is only available for the Professional with eCommerce plan.
For more information on the CustomBooks™ Cloud Commerce feature, please visit this knowledge base article.

Generating and Printing Shipping Label for a Shipment

To generate and print a shipping label from your Shipment document, follow these steps:
  1. Open the Shipment document, click Generate → Shipping Labels.
  2. On the Shipping Label window, set the Shipping Date.
  3. Choose a Carrier, Service, Package and a Confirmation type.
  4. Verify the Ship From and Ship To addresses that have been brought over from the Shipment. Check the checkbox if they are a Residential address.
  5. If applicable, enter the dimensions and weight of the box.
  6. To insure, check the insure checkbox and choose insurance options.
  7. To print a test label, check the Test label checkbox.
  8. Click Save and Print to complete. The label will download as a PDF using the tracking number as the file name. The Tracking # field on the Address and Shipping tab will also update automatically.



Integrating CustomBooks™ with ShipStation streamlines your fulfillment workflows by automating multi-channel order imports and simplifying label printing—saving you time and reducing errors.

If you need help during setup or have questions about this integration, please contact our Support Team or explore the Knowledge Base for more guides.

Related Articles:
  1. CustomBooks™ Cloud Commerce
  2. How to Connect Square POS to CustomBooks™ Cloud Commerce

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