Setting up the Shipstation Integration

Setting up the Shipstation Integration

Overview

CustomBooks™ continues to expand its capabilities, offering businesses a dynamic way to handle accounting, inventory, and financial reporting. By integrating with ShipStation, a widely trusted shipping and fulfillment platform, CustomBooks™ enables businesses to simplify their order processing and shipping workflows.

This integration is designed to bring efficiency and clarity to the shipping process, reducing manual tasks and ensuring greater accuracy in managing orders.

Setting Up the Integration

To setup the integration :
  1. Create an account at Shipstation.com.
  2. In the ShipStation Settings (look for the gear), 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 Quick Menu → Settings → Integrations → ShipStation → API Settings.
  5. In CustomBooks™, navigate to Admin Panel → Integrations → ShipStation.
  6. Click the gear icon  on the ShipStation field then the ShipStation button that shows up.
  7. Copy the API Key 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.
  8. Repeat the copy/paste process with API Secret.
  9. Check "Enable shipping label" checkbox if you are going to use them.
  10. Click "Get Packages and Services" button to get/update the available services and package types for carriers.
  11. Click the "Sync stores" button to bring your stores (selling channels) from ShipStation.
  12. A ShipStation store 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.
  13. Save and Close.
  14. Ensure that Shipments is enabled by checking the "Use Shipment" checkbox in Admin Panel → Sales Settings.

Connecting ShipStation

Getting Shipping Label for a Shipment

  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. The labels will be downloaded in pdf format with the tracking number as the file name. The tracking number will be updated on the Shipping tab.




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