EasyPost Overview & Setup
IN THIS GUIDE
EasyPost is a service that creates shipping labels for 3¢ each. With the EasyPost integration, labels can be created and printed directly from the order details page in Order Desk. EasyPost supports USPS, UPS, FedEx, DHL, OnTrac, Canada Post, Australia Post and Royal Mail, among others.
This guide covers how to enable and set up the EasyPost integration. For instructions on how to use EasyPost with Order Desk, please read our Creating Labels with EasyPost guide.
Before proceeding with setting up the integration, you'll need to create your own EasyPost account.
Before connecting Order Desk and EasyPost, set up the carriers you support from within your EasyPost account. Any carrier you add in EasyPost will be available to you in Order Desk. To do this, click on your email address in their menu on the left and select Carrier Accounts from the dropdown. You can add all of the carrier accounts you use from there:
Next, to connect the EasyPost integration to Order Desk, you will need to get your API Keys from within EasyPost. To do this, click on your email address in the left menu and choose API Keys from the dropdown:
Then head back into Order Desk and under the Integrations menu in the left sidebar, click on Manage Integrations:
Click on the Shipping tab and Enable the EasyPost integration:
Copy your Test API Key and Production API Key from EasyPost and paste them in the EasyPost integration setup page in Order Desk:
Click Save Changes and your integration should be enabled.
Once the EasyPost integration is enabled, you can put in your default settings.
Mode: The integration can be in Test mode or Live mode. Test mode allows you to create voided labels and get familiar with the platform. When in Test mode, prices will not reflect EasyPost discounts and EasyPost will not charge for any labels created in Test mode. To see the actual shipping prices, the integration must be set to Live mode and be working with real labels.
Tracking Webhook URL: This custom URL is assigned to your account when the integration is enabled and is used by EasyPost to send tracking status and shipping updates to Order Desk. Enter this URL at EasyPost if you require this functionality.
Default Signature: Choose the default signature type for your packages from the options: No Signature Required, Adult Signature Required, Signature Required, and Default Delivery Confirmation.
Custom Message 1: An optional message you can print on the label. The location of the custom message on a label will vary depending on the carrier.
Custom Message 2-3: Additional messages that can be added to the label.
Default Package Size: Choose your most common or default package size. These dimensions will be displayed in the EasyPost label creator on each order page. They can be changed from order to order, if necessary, from within the order page.
Print Order ID on Label: If enabled, the Order ID will be added to the label.
Domestic and International Label Type: Choose the label format for domestic and international labels. Choices are PNG (an image file), PDF (a portable document format) or EPL2 (for label printers). Any orders needing customs forms are best printed in PDF format.
Print Preference: Choose whether you want labels to Print Immediately or to Not Print Automatically. This is primarily used if you'd like to create labels but not to print them.
Pre-Fetch Shipping Rates to Speed Up Search Time: If checked, prices will be displayed automatically based on default settings. Settings can be adjusted and rates fetched again, if necessary.
Don't Send Shipment Notification Until First Carrier Report: When checked, this setting waits to mark a package as shipped until the first carrier report "in_transit" is returned from the Tracking Webhook URL. This allows for time between when a label is printed and when a package is actually shipped, especially useful for dropshipped orders.
If left unchecked, an order will be considered shipped as soon as a label is created by EasyPost.
Allow USPS Media Mail Rate Request: If you will be shipping media mail packages through USPS, check this setting to have media mail rates returned when searching prices from EasyPost. If left unchecked, media mail prices won't be returned in the search.
Fill out the necessary Customs Details for international packages. This includes:
- The Customs Signer Name: the name of someone from your store who is responsible for the accuracy of the information on the customs form
- The Customs Contents of the package to declare the type of product(s) being shipped overseas (Merchandise, Documents, Gift, Returned Goods or Sample)
- The Default HS Tariff Number: a six digit code specifying the type of product(s) being shipped and is required on customs forms when making international shipments. If you aren't sure what code to use for your store, please see EasyPost's support or refer directly to the Harmonized Tariff website.
Shipping Class Match
Because different apps and services often have slightly different names for shipping methods (as an example, the shopping cart may let you add "Ground" as a shipping method, but you need to specify within Order Desk that the method is actually "UPS Ground"), Order Desk has a Shipping Class Match feature to let you map the methods to each other, correcting any discrepancies and passing through the accurate name for the shipping method to EasyPost.
For more information on how to set up shipping class matches, please read through our Shipping Class Match guide.
Default Shipper Information (Setting Return and From Address)
Default Return Address
The default Return Address can be set in the Default Shipper Information section. This will be used for all orders unless otherwise specified.
If a Return Address is different from the Default Return Address
To set a return address on an order by order basis that is different from the default address listed here in the EasyPost integration settings, make sure the Always Use This Address as Return Address setting is disabled.
Then go into an order page and click on Set Return Address in the Order Details section to add the return address for the specific order:
(If you don't see this option, go to the Store Settings and add a return address on the Return Address tab.)
If a From Address is different from the Default Return Address
If the Always Use This Address as Return Address setting is enabled, the From Address, when different from the default Return Address, can be edited manually on a case by case basis directly from the order page.
To add the From Address on a specific order without changing the Return Address, go to the order page and click on Set Return Address in the Order Details section. Add the From Address here:
Choose the Location Type for the return address, either Commercial or Residential: