Shopify Shipping Integration

Shopify shipping integration

Enhance your fulfillment practice with an integration to EPISHIP. Orders, Products, Shipments and Tracking route between Shopify and EPISHIP automatically.

Key features

  • Centralize shipping for multiple Shopify carts, instances within a single shipping platform.

  • Create rules to govern shipping according to available shipping boxes and shipping options.

  • Fulfill from multiple locations according to advanced routing logic.

  • Provide cart shipping rates according to line items, the attributes defined by each, multipiece shipments and beyond.

  • Route tracking numbers across multiple carriers to Shopify for delivery and track events.

  • Provide cart shipping rates according to line items, the attributes defined by each, multipiece shipments and beyond.

  • Route tracking numbers across multiple carriers to Shopify for delivery and track events.

  • Support for required customs documents for international shipments, including commercial invoice, country of origin.

  • Showcase a branded tracking page to Customers from your EPISHIP instance.

  • Target carrier and shipping service types according to estimated delivery date commitments.

Overview

The purpose of this article is to provide an overview for EPISHIP integration to Shopify. Key methods available within the EPISHIP platform include the following: 

How to integrate

The integration path includes the following steps:

1. Add Connection within EPISHIP

  1. Log in to EPISHIP as an admin.
  2. Navigate to E-Commerce Integrations in the left sidebar menu.
  3. Tap on +Add Connection button in the top right action menu.
  4. Choose Shopify from the available list of integrations.
  5. Follow the steps within Setup, Step 1 within Connect Shopify Store. Note: Additional details provided within Create custom app in Shopify listed below.
  6. Tap Next button in Connect Shopify Store modal popup, proceed to the Details Step. Specify Details including:
    6.1. Connection Name
    6.2. Shop Domain
    6.3. API Key (Client ID)
    6.4. API Secret Key (Client Secret).
    6.5. Tap to Enable: Enable this connection
  7. Tap Next, proceed to Configure step within the Connect Shopify Store modal popup.
    7.1. Copy the API Endpoint URL for use in Step 2. Create custom app in Shopify below.
    7.2. Copy Webhook URL for use in Step 2. Create custom app in Shopify below.
    7.3. Review the API Scopes for validity. Also note the API Token.
    7.4. Proceed to the directions in Step 2. Create custom app in Shopify below, then tap Test Connection to verify the integration as successful.

2. Create custom app in Shopify

  1. Log in to Shopify as an admin.
  2. Navigate to Settings.
  3. From the Settings Page, navigate to Apps and sales channels, tap on Develop apps.
  4. From Apps, Tap create an app.
  5. From Create app, proceed through the follows:
    5.1. Name the app “Shipping Integration” (or other) and tap Create.
    5.2. App URL: specify endpoint, as specified within Step 1. Add Connection within EPISHIP, item 7.1.
    5.3. Tap Embed app in shopify admin checkbox
    5.4. Specify Preferences URL: specify endpoint, as specified within Step 1. Add Connection within EPISHIP, item 7.2.
  6. Configure API Scopes. Specify Access Sopes: read_merchant_managed_fulfillment_orders, write_merchant_managed_fulfillment_orders, read_orders, write_orders, read_products, read_shipping
  7. Copy API Credentials. After installing the api, navigate to the API credentials tab. Copy the API Key (Client ID) and API secret key (Client Secret). These will be used to automatically manage your access token. 
  8. Configure Carrier Service (Optional). For real-time shipping rates at checkout, you’ll need to register a Carrier Service using the Shopify API. Contact support with assistance with this step.
  9. Configure Webhooks. Go to app settings, navigate to Webhooks and subscribe to orders/create and orders/updated events. Use the webhook URL provided after completing this step.

How to configure

Following successful integration according to the steps above, proceed through the following items within the left sidebar of your EPISHIP Admin dashboard.

1. Set up shipping on Shopify

Perform the following within your Shopify shopping cart instance:

  1. Log in to Shopify as an Admin, Navigate to Settings, tap on Shipping and Delivery.
  2. From Shipping, tap Manage, navigate to Shipping to and add Zone.
  3. Tap Add rate for each zone. Note: to calculate carrier rates at checkout, register a Carrier Service from the Step 2. Create custom app in Shopify directions above.

With the integration enabled, active, Shopify orders flow into your EPISHIP account where fulfillment is managed. Labels created for ordered managed within EPISHIP route tracking numbers and fulfillment status back to Shopify.

2. Set up products within EPISHIP

Products and product data managed by EPISHIP are useful for box selection, configuration of Routing Logic Directives and beyond. Product data schema includes the following fields:

  • SKU
  • Name
  • Description
  • UPC
  • HS Code
  • Cost
  • Currency
  • Weight
  • Weight Unit
  • Country of Origin (optional, defaults to US)

To import products within EPISHIP, perform the following: 

  • Login to EPISHIP as an Admin.
  • Navigate to Products within the left sidebar menu.
  • Tap Import Products within the right action menu.
  • Download the sample CSV template and edit with each product within your Shopify cart instance.
  • Upload to the Import Products view.

3. Set up packages within EPISHIP

Package type (i.e. shipping box) specifications are helpful for multiple item orders, where products are grouped into target package types. Proceed through the following steps to configure Shipping Settings inside of EPISHIP.

  • Log in to EPISHIP as an Admin.
  • Navigate to Shipping Settings in the left sidebar. 
  • From Shipping Settings, tap + Add Package. Specify each shipping box dimensions and target weight. Note: if dangerous goods are sent, then classify a box type for send of dangerous goods. 
  • From Shipping Settings, review, select options specific to Dry Ice, Dry Ice Weight and Medical Use.
  • From Shipping Settings, navigate to Package Matrix, tap + Add Rule.
  • From Edit Rule within Package Matrix, select one or more products and define a Package.

4. Build routing logic within EPISHIP

Routing Logic Directives (RLD) manage the business logic that governs carrier and service selection. Review the related support article for more information on how to configure RLD within EPISHIP.

5. Printer integration within EPISHIP

The EPISHIP printer integration and configuration delivers on pack station optimization. Laser and thermal printers print automatically on label creation. Configuration of multiple printers for labels, commercial invoice and country of origin documents enable international shipment on any carrier. Custom label templates allow for post-processing, and the addition of additional barcodes and warehouse-specific parts, such as the addition of license plate barcodes.

5.1. Add a printer

  • Log in to EPISHIP as an Admin.
  • Navigate to Printer Integration within the left sidebar menu.
  • Getting Started: Review the Instructions within the action menu on the top right of Printer Integration.
  • Tap + Add Printer button within the top right actions menu.
  • Within the Add Printer modal popup (“Add Printer”), select connection type. Choose between Print Agent, Network Printer and Browser Dialogue.
    Note: Print Agent is the target option for automatic label and document printing upon label creation. Refer to step 5.2. Install Print Agent, below.
  • Within Add Printer define Printer Name, Printer Type and Description.
  • Within Add Printer, Default Print Settings, define the DPI, Orientation and Copies specification.
  • Within Add Printer, Default Printer, make selections for Default Label Printer, Default Document Printer and Share with child companies (in the case of external use, such as kiosk shipping).

5.2. Install Print Agent

  • Log in to EPISHIP as an Admin.
  • Navigate to Printer Integration within the left sidebar menu.
  • Tap Download Print Agent and select the target operating system.
  • Run and install Print Agent.
  • Configure Print Agent to run at startup or as log in item.
  • Confirm that the Print Agent is configured and visible within existing printers, or through step 5.1. Add a printer above.

5.3. Specify printer routing rules

  • Log in to EPISHIP as an Admin.
  • Navigate to Printer Integration within the left sidebar menu.
  • Tap + Add Rule button within the top right actions menu.
  • Within the Add Rule modal popup, define a Rule Name and specify a Priority, useful for multiple printers configurations.
  • Specify Conditions for target printer(s) use, specify: Carrier, Service Type, Label Type, Document Type, Page Size.
  • Specify Actions as target for matched Conditions for the given rule: Select Printer, DPI, Orientation, and number of Copies.
  • Select Enable this rule to make the rule active.

How to sync orders

Orders will sync from Shopify to EPISHIP and rating, tracking and fulfillment information back Shopify automatically. To manually sync orders, perform the following steps: 

  • Log in to EPISHIP as an Admin.
  • Tap on E-Commerce Integrations from the left sidebar.
  • Navigate to Store Connections, select the Store Connection targeted. Tap the Sync Orders Icon.
  • Alternate path: to Manual Sync Orders from a specific date range, tap View Details. Navigate to Manual Order Sync, specify the From Date and To Date, then tap Sync Orders.

How to test

Perform the following checks to test that the integration works as expected:

  • Log in to EPISHIP as an Admin.
  • Navigate to E-Commerce Integrations within the left sidebar menu.
  • Within E-Commerce Integrations, navigate to Store Connections.
  • Select the Store Connection targeted. Tap View Details Icon. 
  • Within Sync Statistics, note the Last Sync.
  • Within API Scopes, view the required API Scopes targeted. If any API Scope is not valid, tap Check Scopes.
  • Tap Test Connection within the bottom menu to run a report of the current setting and configuration of the E-Commerce Integration.

How to update

If the test of the Shopify Integration is invalid, proceed through the Integration Steps above to ensure that the endpoints and scopes are correctly defined. Go through all steps to ensure that the configuration is valid given you current, active Shopify Instance.

How to customize

If the integration requires customization the EPISHIP Shopify integration can be modified, via the following, include API methods: 

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