EasyPost Integration

IN THIS GUIDE

Overview
Setup
Settings
Customs Details
Shipping Class Match
Default Shipper Information: Setting a Return and From Address

Overview

EasyPost allows you to create shipping labels for a low cost. Use the EasyPost integration to create and print labels directly from your orders in Order Desk. EasyPost supports a wide variety of carriers. To see their full list visit their site.

This guide will go over how to enable and set up the EasyPost integration within Order Desk. For instructions on how to use EasyPost with Order Desk, see the Creating Labels with EasyPost guide.

Setup

If you haven't already, you will first need to create your own EasyPost account.

Add Carriers in EasyPost

In your EasyPost account, select all of the carriers that you use. Any carrier you add to your account in EasyPost will be available in Order Desk.

To add your carriers in EasyPost, click on your email address in the upper left corner. Select Carrier Accounts from the dropdown.

Get API Keys from EasyPost

Get your API Keys from EasyPost. These will need to be added to the integration in Order Desk.

To find them, click on your email address in the upper left corner. Select API Keys from the dropdown.

Connect EasyPost Integration in Order Desk

In Order Desk, click on Manage Integrations in the left sidebar.

Under the Shipping tab enable the EasyPost Integration.

Paste your Test API Key and Production API Key in the EasyPost integration to enable the connection.

Settings

Once the EasyPost integration is enabled, you can select your preferences.

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.

For more details about how this webhook URL works, scroll down to the Don't Send Shipment Notification Until First Carrier Report section.

Default Signature

Choose the default signature type for your packages from the options:

  • No Signature Required
  • Adult Signature Required
  • Signature Required
  • Default Delivery Confirmation

Custom Messages

Custom Messages are optional messages you can print on the label. The location of the custom message on a label will vary depending on the carrier.

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

The order number will be added to the label if enabled.

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 Not Print Automatically.

This is primarily used if you would like to be able to create labels but not print them right away.

Incoterm

Select DDP for the sender (you) to pay international delivery duties.

Select a different incoterm value to pass international delivery duties to the recipient. For more information, please reference EasyPost's support article on the topic or contact EasyPost or your carrier for more details about each incoterm value.

Pre-Fetch Shipping Rates to Speed Up Search Time

If selected, 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

If this setting is disabled, an order will be considered shipped as soon as the label is created by EasyPost.

When enabled, 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.

If enabled, you can also use the Process Manual Shipments action in a rule. For this to work, ensure you have not set the tracking webhook URL in your EasyPost account, as that will override any rules you set up in Order Desk to process the shipments manually. 

The tracking will still be added to the order as the label is created, but instead of the shipment added event running immediately, set up a rule using the Process Manual Shipments action to have the shipment added event run when your rule runs instead.

For example, you can set up a custom button to process the shipments manually when you click the button, rather than when the label is first created or the first carrier report comes back. For more information, read the How to Use Custom Buttons guide.

For more information on working with rules, please read the Order Desk Rule Builder guide.

Allow USPS Media Mail Rate Request

If you ship media mail packages through USPS, select 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.

Sender Pays International Delivery Duties

If selected, the sender (you) will pay international delivery duties on shipments.

Allow Insurance Purchase After Labels

If selected, you can buy insurance separately from the label purchase.

To purchase insurance after a label has been created, the tracking numbers for an order will appear under the EasyPost label creator. Select the tracking number you want to buy insurance for and follow the prompts.

Customs Details

Fill out the necessary Customs Details for international packages. This includes:

  • The Customs Signer Name, which is 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 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

Use the Shipping Class Match feature to map the names of any shipping methods you use in your shopping carts to the shipping method names EasyPost uses.

For more information on how to set up shipping class matches, please read through the Shipping Class Match guide.

Default Shipper Information: Setting a Return and From Address

Default Return Address

Set your default return address in the Default Shipper Information.

This will be used for all orders unless otherwise specified.

Return Address is different from the Default Return Address

To set a return address on an order by order basis, disable the Always Use This Address as Return Address setting.

To set the return address for each order, click on Set Return Address in the the order. Choose an available address or add a new one for the order.

Available addresses can be stored in your Store Settings. For more information on how to set these up, see the Store Settings guide.

Use rules to automatically select available return addresses for specific orders.

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 directly from the order page for specific orders.

To add the From Address 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 as the Return Address here. The Return address will still be the address set in the EasyPost settings while this new address will act as the From Address.

Location Type

Choose the Location Type for the return address, either Commercial or Residential.

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