EasyPost Fulfillment Integration
IN THIS GUIDE
Order Desk can import orders from your shopping cart(s) and then submit them to EasyPost Fulfillment. As orders are fulfilled, shipment and inventory information can be sent back into Order Desk.
This guide explains how to set up and use the EasyPost Fulfillment integration.
To connect to EasyPost Fulfillment, click on the Manage Integrations link in the left sidebar and under the Fulfillment tab find and enable the EasyPost Fulfillment integration.
EasyPost Fulfillment needs to be enabled on your EasyPost account by EasyPost directly. Once they have done that, you can get your Production and Test API Keys from here.
Enter these details in Order Desk and click to connect.
After you have connected the integration, you can apply any necessary details or preferences to the settings.
If you need to send test orders through to EasyPost first, choose Test mode. If you are ready to go live and send real orders through, set this to Production.
Default Mail Class
Choose the mail class you want EasyPost Fulfillment to use for your orders.
If you need to apply specific methods for certain orders, match your method names to the names EasyPost Fulfillment 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 EasyPost Fulfillment.
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 EasyPost Fulfillment sends shipment details back to Order Desk.
Select signature requirements from the dropdown if needed.
Look for Metadata Barcode Field
If you use Shopify, BigCommerce or any cart with a barcode metadata field, you can add the EasyPost barcode to that field, then enable this setting so Order Desk knows to use the barcode instead of your SKU when sending orders to EasyPost Fulfillment.
This option is a shortcut for replacing SKUs, however it does not support sending inventory quantities back to the shopping cart from EasyPost.
If you need to track your inventory quantities, use code replace to replace your SKUs with their barcodes instead.
Use EasyPost Tracking Link
Select to use the branded tracking link sent from EasyPost rather than the one created by Order Desk.
Include Return Label
Select this setting to request EasyPost use return labels. If selected, you must have a return address set on the order.
Automatically Include Insurance
Select for insurance to be added to your shipments.
Automatically Send Imported Orders To EasyPost Fulfillment
If selected, every order that is downloaded to Order Desk will automatically be sent to EasyPost Fulfillment.
Select this setting only if all orders will be sent to EasyPost Fulfillment. 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 EasyPost Fulfillment do not select this.
Enter the provided webhook URL in your EasyPost account from the Webhooks & Events page. It should go in both the Test and Production sections.
Enable if you want your inventory stock counts to be pulled in from EasyPost Fulfillment.
For more information, see the How to Work with Inventory Counts guide.
Sync Update Interval
If Sync Inventory is enabled, choose how often you want Order Desk to check EasyPost Fulfillment for inventory updates.
Select whether you want to download inventory counts for all combined warehouses or a single warehouse.
Inventory Location Name
If you want to set a specific inventory location name for the products you have at EasyPost Fulfillment, set that name here. As EasyPost Fulfillment sends back reports, your custom name will be added as the location.
Product Code Match and Skip
For more information on how Product Code Match and Product Code Skip work, please read the Product Code guide.
Inventory Location Match
If you only want to send certain items to EasyPost Fulfillment, 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 EasyPost Fulfillment.
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 EasyPost Fulfillment 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 EasyPost Fulfillment 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.
Bill of Lading
When in test mode, there will be a tool at the bottom of the settings page to create a test Bill of Lading (BOL). This allows you to add inventory to a specific warehouse.
Sending Orders to EasyPost Fulfillment
Your product codes should be the EasyPost barcodes. If they aren't, use product code match or code replace to change them before orders are sent to EasyPost for fulfillment.
Preparing Your Orders
The following details can be submitted for an order as either checkout data or order metadata.
|Field Name||Field Description|
|PackingSlip||URL for the PDF to be included as the packing slip with the order. Details here.|
|Insurance||Set 1 to tell EasyPost to request carrier insurance for the order.|
|DeliveryConfirmation||Set either SIGNATURE or ADULT_SIGNATURE.|
|Residential||Residential defaults to 1 (true) unless a company name is included in the shipping address, in which case the order will be sent to EasyPost as not residential. To specify whether an order is residential or not, you can set this value to 1 for true or 0 for false.|
If you are unfamiliar with checkout data, see the How to Work with Checkout Data guide.