ShipBob Integration

IN THIS GUIDE

Overview
Setup
Integration Settings
Inventory Management Settings
Product Settings
Custom Features

Overview

Order Desk can import orders from your shopping cart(s), apply custom information and then submit them to ShipBob for fulfillment. When orders are shipped, the tracking details will be sent back to Order Desk and back to your shopping cart(s) if your store is set up for it.

This guide explains how to set up and use the ShipBob integration.

Setup

To connect to ShipBob, click on the Manage Integrations link in the left sidebar and under the Fulfillment tab find and enable the ShipBob integration.

Alternatively, search for ShipBob from the available integration search.

Use the connection portal to login to ShipBob. You'll be prompted to enter your login credentials and approve the connection to Order Desk. 

Integration Settings

After you have connected the integration, you can apply any necessary details or preferences to the settings.

Channel

Select which channel orders should be sent to at ShipBob.

After Import, Move To

Select the folder you want orders to be moved into after they are successfully sent to ShipBob.

You can use one of the default folders already in your store or create your own. Read the Working with Folders guide for more information.

After Shipment, Move To

Select the folder you want orders to be moved into as ShipBob sends shipment details back to Order Desk.

Send Customer Email Address to ShipBob

If required, select this option to send customer email addresses to ShipBob.

Automatically Send Imported Orders To ShipBob

If selected, every order that is added to Order Desk will automatically be sent to ShipBob.

Select this setting only if all orders will be sent to ShipBob. If any orders will not be sent, or if you need a delay between when an order is imported into Order Desk and when it is sent to ShipBob do not select this.

Inventory Management Settings

Sync Inventory

Enable if you want your inventory stock counts to be pulled in from ShipBob.

For more information, see the How to Work with Inventory Counts guide.

Sync Update Interval

If Sync ShipBob Inventory is enabled, choose how often you want Order Desk to check ShipBob for inventory updates.

Inventory Location

Select which specific location inventory should be imported into Order Desk from, or leave it set to All Locations to import all inventory from ShipBob.

Inventory Location Name

If you want to set a specific inventory location name for the products you have at ShipBob, set that name here. As ShipBob sends back reports, your custom name will be added as the location.

Product Settings

Product Code Match and Skip

For more information on how Product Code Match and Product Code Skip work, please read the Product Code guide.

Gift Message Field

If your shopping cart sends gift messages through to Order Desk, enter the name of the checkout data field where the message is stored in the gift message field to have the message sent to ShipBob.

Checkout data fields can be found in the top right corner of an order page:

In this example, the field name is "message_from_buyer". Put the field name, exactly as it is on your orders, into the gift message field box:

If the message exists on an order, it will be attached to the first product in the order sent to ShipBob.

For more information, please read How to Work with Checkout Data.

Picklist Message Field

Set the name of a checkout data field if you want the message in that field on an order to be sent to ShipBob as instructions for the picklist.

If you are unfamiliar with checkout data, please read the How to Work with Checkout Data guide.

Inventory Location Match

If you only want to send certain items to ShipBob, you can set the inventory location name from the item in this field. Orders with items that don't have an exact match will not be submitted to ShipBob.

To avoid confusion about which items in which orders are being sent for fulfillment, it is generally better to split orders than to use this field. If you do choose to use this field, please be careful that your inventory location names match exactly.

Custom Features

ShipBob and Shopify

If you use Shopify’s native ShipBob app but also send some orders into Order Desk, you may find that the tracking Order Desk adds doesn't show up in Shopify. This is because the ShipBob fulfillment method in Shopify requires all fulfillments to be completed before tracking can be added, even for orders that are fulfilled elsewhere.

To fix this, set  ShopifyFulfillmentComplete|1 as either checkout data or metadata to any orders that come from Shopify. When the shipment is added in Order Desk, this will allow Order Desk to complete the order in Shopify and add the tracking information to it.

This can be set up with a rule that says:

Order is Imported
If Order Source Equals Shopify 
Set Checkout Data Value -  ShopifyFulfillmentComplete|1

If you are unfamiliar with checkout data, please read the How to Work with Checkout Data guide.

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