ShipStation: Integration Settings and Features

IN THIS GUIDE

Overview
Setup and Advanced Settings
Custom Order and Item Details
Product Code Match and Skip
Shipment Check Tool

Overview

In August 2017, we released a new ShipStation integration that is more reliable and provides more options than our legacy ShipStation integration did. This guide covers the new integration settings and features.

If you are using the legacy integration, upgrade to the new integration at your earliest convenience following the instructions in this guide. The legacy integration has LEGACY written in the logo.

Setup and Advanced Settings

After creating a manual store in your ShipStation account following the instructions in the ShipStation setup guide, you can adjust the details about how Order Desk handles your ShipStation orders, starting with the Setup and Advanced Settings sections.

After Import, Move To

Choose which folder orders should be moved into after they are sent to ShipStation from Order Desk.

After Shipment, Move To

Choose which folder orders should be moved into as shipments are added to them in ShipStation.

If Canceled, Move To

Choose which folder orders should move into if they are canceled in ShipStation.

Store

The Store dropdown displays all the stores in your ShipStation account. Select the manual store you created following the steps in the ShipStation Setup guide.

Do not select a store which connects to another integration or to the store being used with the Legacy ShipStation integration if you still have that enabled on your Order Desk store.

Automatically Send Imported Orders to ShipStation

If every one of your orders will be sent to ShipStation, enable the Automatically Send Imported Orders to ShipStation setting. Orders will immediately be sent to ShipStation as they come into Order Desk.

If only some orders need to be sent to ShipStation, keep this setting disabled and use the Rule Builder to tell Order Desk which orders are meant for ShipStation.

You can also manually click the submit to ShipStation button to send individual orders to ShipStation:

Or to send groups of orders to ShipStation:

Send Discounts to ShipStation

By default, all discounts will be sent to ShipStation as adjustment line items. If you do not want discounts to be sent to ShipStation, uncheck the Send Discounts to ShipStation option. Discounts must be over $0.01 to be sent.

Check for Canceled Orders

If you would like Order Desk to check twice a day for canceled orders, check this option. If any are found, they will be moved into the folder specified in the If Canceled, Move To setting.

Create Ship From Locations Automatically

With this option enabled, if your orders have return addresses set in them, Order Desk will check ShipStation to see if a ship from location (formerly warehouses) exists for the name in the return address title. If it doesn't exist, it will be created and set for the order.

Request Insurance and Insurance Type

Check the Request Insurance setting if you want to use insurance.

If selected, choose which option you want from the Insurance Type dropdown. Options are Carrier Insurance and Shipsurance.

Custom Field Names

In ShipStation, you can add custom columns to your orders to display specific information from Order Desk.

To add these columns in ShipStation, click on Orders then Columns and select Custom 1, Custom 2, and/or Custom 3 to have them show up in the order details:

Back in your Order Desk ShipStation integration settings, you can pass information from your orders to ShipStation in the Custom Field Name 1, 2 and 3 fields:

These custom fields are pulled from the checkout data fields on your orders in Order Desk, which you can see in the upper right corner of an order page:

In some cases, checkout data is added to an order automatically from certain shopping carts, but it can also be added with a rule or added manually by an Order Desk store user.

Use the checkout data field names that you want to pass through to ShipStation, such as "gift_from_buyer", "Vendor", "Source", or whichever custom field name you may have on your orders.

When Custom 1, 2 and/or 3 are enabled in ShipStation, these fields will show up on your orders there:

Custom Order and Item Details

Custom Order Details

Order Desk can send certain custom values to ShipStation.

Set these field names as either checkout data or order metadata with your chosen values if you want to send them to ShipStation with your orders:

HoldUntilDate the date or string (like +3days) until which the order should be held (if setting a date, use UTC timezone)
InsuranceProvider carrier or shipsurance; integration default will be used if nothing is entered
Insurance set to 1 if insurance should be requested
InsuranceValues if a different value than the total of all the order items
OrderStatus use awaiting_shipment, awaiting_payment or on_hold; awaiting_shipment is default
CarrierCode if you'd like to hardcode a requested carrier ( available fields). If you enter a carrier, you must also specify a service code
ServiceCode if you'd like to hardcode a requested service code ( available fields)
PackageCode if you'd like to hardcode a requested package code
BillToParty Identifies which party to bill. Possible values: "my_account", **"my_other_account", "recipient", "third_party". If not entered, we will not pass this field. If you enter BillToMyOtherAccount, we will automatically fill this out properly. If you enter a BillToAccount value, we will also fill this out properly.
BillToAccount or ShippingAccount Account number of billToParty. If not entered, we will not pass this field.
BillToPostalCode Postal Code of billToParty. If not entered, we will not pass this field. May be required if you are using third-party UPS.
BillToCountryCode Country Code of billToParty. If not entered, we will not pass this field.
BillToMyOtherAccount When using my_other_account billToParty value, the shippingProviderId value associated with the desired account. If not entered, we will not pass this field. If entered, we will set BillToParty appropriately.
NonMachinable Enter 1 to indicate that the order is non-machinable
SaturdayDelivery Enter 1 if you'd like to enable Saturday Delivery
Contains Alcohol Enter 1 if you'd like to indicate that the order contains alcohol
StoreID if you'd like to hardcode a special Store ID for this order
WarehouseID if you'd like to hardcode the Ship From location for this order

For help with the Bill To Details, please see the ShipStation API documentation at this  link.

Custom Item Details

Order Desk can send certain custom values for order items to ShipStation.

Set these variations or item metadata fields on products if you want these sent to ShipStation with your orders:

Image the url for the product image
WarehouseLocation the warehouse location field
Adjustment whether this is an adjustment product with no fulfillment needed: 1 or 0
FulfillmentSKU the fulfillment SKU associated with this order item if the fulfillment provider requires an identifier other then the SKU
UPC the UPC code

Product Code Match and Skip

Product Code Match

The Product Code Match feature allows you to tell Order Desk when certain product SKUs need to be changed before orders are sent for fulfillment. Add one match per line with bundles separated by commas. For more information on how to set this up, see this guide.

Product Code Skip

To prevent certain products from being sent to ShipStation, add their SKUs to the Product Code Skip field, one SKU per line. For more information, please see this guide.

Gift Message Field

To send gift messages through to ShipStation, add the checkout data field name for your gift messages in the Gift Message Field box.

Picklist Message Field

To add a note on the picklist, fill in the checkout data field on your orders that you want sent to ShipStation in the Picklist Message Field. This will be added to the Customer Note field in ShipStation.

Inventory Location Match

The Inventory Location Match field lets you match the inventory location set on your inventory items. Only items with the same inventory location name that is set in this field will be submitted to ShipStation.

Shipment Check Tool

Shipments should back into Order Desk automatically as orders are updated with tracking details in ShipStation, however, you may find on occasion that some orders fail to pull in their shipments. If this happens, you have two quick options to find the shipment.

First, you can click on the Check ShipStation For Shipment button in a single order to find the shipment.

Alternatively, if you have a larger number of orders that are missing their shipments, scroll down to the bottom of the ShipStation integration settings page and look at the Shipment Check Tool.

Select the folder your orders are in and click on the Check All Orders For Shipments button to search the entire folder for shipments.

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