ShipStation: Create Shipping Label

ShipStationCreateLabel

The ShipStation Create Shipping Label step is an integrated step type that allows the Sidekick user to generate a shipping label using their ShipStation account.

 

 

3 SIMPLE STEPS TO SETUP

STEP 1:  Get ShipStation API Keys

  • From ShipStation, head to Account Settings 

ShipStationAccountSettings

  • Select Account and then API Settings from the sidebar on the left.

ShipStationAPISettings

  • Click the Generate New API Keys button. Your Key and Secret will appear just above the button. Copy these to be entered on BrightReps (step 2).

GenerateAPIKeysShipstation

STEP 2: Enter ShipStation API Keys on BrightReps 

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

ShipStationImg

STEP 3: Add ShipStation Create Shipping Label 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 shipping information in addition to which fields you wish to show or hide on Sidekick.  Fields that are visible on Sidekick can be edited by the rep on a case by case basis (ex. enter the Ship From with that specific customer info on a return shipping label).

  • Ship From Info (Name, Company, Street, City, Zip, State, Country, Phone)
  • Ship To (Name, Company, Street, City, Zip, State, Country, Phone)
  • Carrier Options (ex. UPS, Fedex- pulled from your ShipStation account)
  • Shipment Details (package size, weight)

In addition to the basic default shipping information the user can configure the following options.

  • Auto Complete when Label Returned? (checkbox) – checking this box will auto complete the step once a label is generated and will save a click of flagging the step as complete.  For cases where you may want to reference the label before moving onto the next step you can leave this unchecked.
  • Auto Apply Verified Customer Info (Yes/No) –  Select Yes if you are using the “Verify Customer Info” step and want the address to be applied to the shipping fields.
  • Placeholder for Ship From: Name – If you want to add dynamic text to the Ship From field on Sidekick then you can click the + icon to add text.  If you want to apply the verified name from the Verify Customer Info step then select “Verified Customer Full Name”.

ShipstationShippingLabelConfig


 

ShipStation: Search Orders / Shipments

ShipStationSearchShipShipStationSearchOrder

Sidekick allows the user to search ShipStation orders and shipments using the ShipStation Orders and Shipments step types.  This integrated step type allows the Sidekick user to search for shipments or orders over a range of time.

 

3 SIMPLE STEPS TO SETUP

STEP 1:  Get ShipStation API Keys

  • From ShipStation, head to Account Settings

ShipStationAccountSettings

  • Select Account and then API Settings from the sidebar on the left.

ShipStationAPISettings

  • Click the Generate New API Keys button. Your Key and Secret will appear just above the button. Copy these to be entered on BrightReps (step 2).

GenerateAPIKeysShipstation

STEP 2: Enter ShipStation API Keys on BrightReps 

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

ShipStationImg

STEP 3: Add ShipStation Search Orders or ShipStation 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.

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.

ShipStationShipments


 

ShipStation: Create Order

1

ShipStation Create Order step is an integrated step that allows the Sidekick user to generate an order in ShipStation. To enable this step you must be on the Integrated plan and also have the integration setup in the Integrations Lab.

2

As an admin you can define the products available for reps to select when placing an order, by checking the “Filter products shown in Sidekick” checkbox and then selecting the subset of variants from the list of available products you want to make accessible for the rep in Sidekick (all non-selected variants will be excluded from the Sidekick view). This feature is useful for companies that have many legacy variants but a smaller subset of variants their support team will actually be using.

By default, all product variants will be available and searchable on Sidekick, unless this option is configured differently.

3

4

You can also select the “Enable option to add return shipping label in order notes?” checkbox and this will allow you to define a default “Ship To” address for a return. As an admin you can define the following attributes for the “Ship To” fields:

  • Name
  • Company Name
  • Address: when typing, the address will be suggested by Google Maps to assist in populating the full address. You will then need to click “Validate” to validate the address using the postal service. This will ensure the shipment can be fulfilled based on the entered address.