Preferences Ultimate Guide
A guide to adding the most common carriers is detailed below.
General Instructions
To create a new Preference click on the App Launcher and search for and click on Shipmate Preferences.
Click on the New button:
Select the carrier that you want to add:
You will then see in the next section where you need to add your account number or credentials. We will go though the 4 most common carriers to show you what you need to add.
FedEx
To setup a FedEx preference you need to know your account number and the shipping/billing addresses linked to that account. FedEx authenticate your account number against you shipping/billing address so make sure you enter these details correctly.
If your FedEx account is SmartPost enabled please select whether its enabled for outbound and/or return. You will also need to enter your SmartPost Hub ID. You FedEx account representative can help you determine what this is.
UPS
To setup a UPS preference you need to know your account number and the shipping/billing addresses linked to that account.
Unless its a brand new account you will need to also enter the details you can find on your latest invoice (ideally within the last 2 weeks). UPS sends you a new invoice every Saturday so please use that to make sure you don't hit any errors.
Your invoice should look similar to the below
You will need to enter the details into the preference section you see here:
USPS - Endicia
You need to set up an Endicia account to be able to create USPS labels, or if you already have an Endicia account through our app then all you need is your Account number and Pass Phrase.
Add Existing Account
Make sure you switch the toggle as you see highlighted below, you can then add your existing account details.
Please be aware that this only works if you are already using Endicia or have already set up an account via the two below methods.
Create a new Endicia Account via link
Utilize this link to create a new account with Endicia. Please only use this link as it automatically ensures that the Endicia account that you set up will work via our app.
Once you have filled in all the details on the Endica website, you will be sent an account number. Please contact Endicia support for them to activate this account.
Once you have followed these two above steps you can safely add your new account using the Existing Account toggle.
Create a new Endicia Account via the app
Fill in the Endicia Account requirements as you can see here:
When filling in the Credit Card details make sure that your Billing Address matches what your bank has on file.
