Setting up the Shipstation Integration

Setting up the Shipstation Integration

ShipStation centralizes your shipping and the integration with CustomBooks™ makes the process seamless. Shipping package information is entered on the Shipment document and pre-paid labels can be printed directly from CustomBooks™.   Shipstation also powers 

Setting Up the Integration

To setup the integration :

  1. Click Enable ShipStation Shipping Label in the Integrations tab in Quick Menu → Settings.
  2. Create an account at Shipstation.com
  3. 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.
  4. In ShipStation, set up the packages and services you will use for each carrier.
  5. Locate the ShipStation API Secret and Key in ShipStation under the Quick Menu → Settings → Integrations → ShipStation → API Settings.
  6. In CustomBooks™, Settings → Integrations → ShipStation and copy the key and secret. 
  7. Click Save.
  8. In the same settings window, click Get Packages and Services button next to the API secret and key.
  9. Ensure that Shipments is checked  in Quick Menu → Settings → Sales Setting.

You are now ready to ship.

Shipstation Setup in Integrations, Settings.

Getting Shipping Label for a Shipment

  1. On the Sales Order, ensure the Use Shipments checkbox is checked.
  2. From the Generate button, choose Shipment.
  3. Click the Shipping Tab.
  4. Choose a Carrier from the list.
  5. Enter values for Ship From, Shipping Date and FOB.
  6. From the main tab, choose Generate → Shipping Labels.
  7. Choose a Service and a Package.
  8. If applicable, enter the dimensions and weight of the box.
  9. Choose a confirmation type.
  10. Choose a Shipping Date.
  11. To print a test label, check the test checkbox.
  12. To insure, check the insure checkbox and choose insurance options.
  13. Verify the Ship From: and Ship To: addresses that have been brought over from the Sales Order.
  14. Click Get Shipping Labels. 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.

Note: Download location is determined by your browser settings.

shippinglabels

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