EasyPost: Search Shipments

EasyPost description

Sidekick allows the user to search EasyPost Shipments / Orders using the EasyPost Search Shipments step type.  This integrated step type allows the Sidekick user to search for orders / shipments over a range of time.

3 SIMPLE STEPS TO SETUP

STEP 1:  Get EasyPost API Key

  • From EasyPost  go to Account dropdown by clicking username → Select API Keys

APIKeyNavEasyPost

  • Copy Production API Keys (to be entered on Sidekick)

APIKeyEasyPost.png

STEP 2: Enter EasyPost API Keys on BrightReps 

  • Go to app.brightreps.com  Select “Integrations Lab”  select “EasyPost”
  • Enter API Key:  Copied fromEasyPost (step 1)
  • Enter API Secret:  Copied from EasyPost (step 1)
  • Select “Save”

IntegrationLabEasyPost

STEP 3: Add “EasyPost Search Shipments” Step Type

To enable this step type you must be on the Integrated plan and also have the integration setup in the Integrations Lab (see Step 1 and Step 2).

As an admin you can define the default date range to search

  • “Trailing Start Days” – how many days before current date to start date range
  • “Trailing End Days” –  how many days before current date to end date range.
  • “Automatically Start Searching When Step Activated” – enabling this option will run a search in the background when a ticket is loaded and flow is selected with an EasyPost step.  This will reduce load time on that step type.
  • “Auto-Complete When Tracking Link Selected” – enabling this option will auto-complete the ticket once you select a particular shipment/order rather than require the user to manually flag the step as complete

While this step will run a search using the default date ranges defined, the sidekick user can always update this date range when using this step type.

EasyPoststep

 


 

Published by Matt Moone

Family, product, and music in no particular order.

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