ShipBob Integration

IN THIS GUIDE

Overview
Setup
Integration Settings
Inventory Management Settings
Product Settings
Shipping Class Match
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.

Enter your API Token from ShipBob into Order Desk and click to connect.

Integration Settings

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

Default Mail Class

Choose the shipping classes you want ShipBob to use for your orders.

If you need to apply specific methods for certain orders, match your method names to the names ShipBob uses in the Shipping Class Match section below.

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.

Notification URL

Take this Notification URL into the ShipBob admin and set it in the webhook notification field under the API tab. This is necessary for ShipBob to be able to send shipment notifications back into your orders in Order Desk.

Setup Redirects

If you connect the same ShipBob account to more than one Order Desk store, you will need to setup some redirects so when the shipment info comes back from ShipBob, it will find its way to the right Order Desk store.

In your primary store, where the first connection to ShipBob was made, you will see Setup Redirects. Click this link to open your Webhook Redirection List. Then, in your other Order Desk stores that are also connected to the same ShipBob account, find the Notification URL.

Copy this URL and paste it into the Setup Redirects field in your main store. Add one URL per line, making sure all notification URLs from your other Order Desk stores are included.

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 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.

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.

Shipping Class Match

If the shipping methods you set up in your shopping cart(s) don't match the shipping method names ShipBob uses, they won't know what methods you intend for them to use. When this happens, the default mail class applied above will be used instead for all of your orders.

To tell ShipBob what methods you want them to use, you will need to match your method names to theirs. This can be done in the shipping class match section. For detailed instructions on setting this up, please read through the shipping class match guide.

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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