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UPS REST Implementation Guide

Introduction

Globally certified UPS Ready and UPS Digital Connections provider. Supports 200+ origin countries, paperless commercial invoice, parcel, freight and virtually every special service. Further integrations include UPS Mail Innovations, UPS Access Point and Hazardous Materials.

Migration

From 3 June 2024 UPS decommissioned their XML API and customers are required to migrate to the new REST API. For common questions and issues please see our UPS Migration FAQ page.

Preferences

In order to create a Preference for UPS REST in the Multi-carrier application please obtain the credentials below directly from the carrier. Typically this information is obtainable from your carrier account manager or your internal logistics team.

IMPORTANT: One ups.com profile can only be used once. So if you have multiple environments, ie sandbox and production, it is recommended to use separate ups.com credentials. Otherwise once you go live in production with the same credentials used in a sandbox that sandbox will break.
CampusShip credentials can NOT be used for oAuth. Please create a new ups.com profile.

How to Test

If you don't have your live credentials available during implementation phase, Zenkraft can provide test credentials. Click on the Use Test Account toggle and select the Test Account Country from the dropdown.

How to reauthenticate the account

If you start receiving authorization errors or just want to reauthenticate the account you can do that by going to the shipping preference, edit, and reauthenticate the account by clicking on the "Login to ups.com" button.

Service Types

Service Types Value Description
UPS Ground ups_ground - Copy
UPS Next Day Air ups_next_day_air - Copy
UPS Second Day Air ups_second_day_air - Copy
UPS Express ups_express - Copy
UPS Expedited ups_expedited - Copy
UPS Standard ups_standard - Copy
UPS Three-Day Select ups_three_day_select - Copy
UPS Next Day Air Saver ups_next_day_air_saver - Copy
UPS Next Day Air Early ups_next_day_air_early - Copy
UPS Worldwide Economy DDU ups_worldwide_economy_ddu - Copy
UPS Express Plus ups_express_plus - Copy
UPS Second Day Air AM ups_second_day_air_am - Copy
UPS Saver ups_saver - Copy
UPS First Class Mail ups_first_class_mail - Copy
UPS Priority Mail ups_priority_mail - Copy
UPS Expedited MaiI Innovations ups_expedited_mail_innovations - Copy
UPS Priority Mail Innovations ups_priority_mail_innovations - Copy
UPS Economy Mail Innovations ups_economy_mail_innovations - Copy
UPS MaiI Innovations (MI) Returns ups_mail_innovations_returns - Copy
UPS Access Point Economy ups_access_point_economy - Copy
UPS Worldwide Express Freight Midday ups_worldwide_express_freight_midday - Copy
UPS Worldwide Economy DDP ups_worldwide_economy_ddp - Copy
UPS Express 12:00 ups_express_12_00 - Copy
UPS Heavy Goods ups_heavy_goods - Copy
UPS Today Standard ups_today_standard - Copy
UPS Today Dedicated Courier ups_today_dedicated_courier - Copy
UPS Today Intercity ups_today_intercity - Copy
UPS Today Express ups_today_express - Copy
UPS Today Express Saver ups_today_express_saver - Copy
UPS Worldwide Express Freight ups_worldwide_express_freight - Copy
UPS Worldwide Express Freight ups_worldwide_express_freight - Copy
UPS SurePost Less than 1LB ups_surepost_lt_1lb - Copy
UPS SurePost ups_surepost - Copy
UPS Print and Mail (PNM) ups_print_and_mail_pnm - Copy
UPS Standard Flats standard_flats - Copy
UPS Parcel Select Lightweight Irregular parcel_select_lightweight_irreg - Copy
UPS Worldwide Express Plus ups_worldwide_express_plus - Copy
UPS Worldwide Express ups_worldwide_express - Copy
UPS Worldwide Saver ups_worldwide_saver - Copy
UPS Economy Mail Innovations ups_economic_mail_innovations - Copy
UPS Economy ups_economy - Copy
UPS Basic ups_basic - Copy
UPS Express NA1 ups_express_na1 - Copy
UPS Next Day Air Early ups_next_day_air_early_am - Copy
UPS Worldwide Expedited ups_worldwide_expedited - Copy

Packaging Types

Packaging Types Value
Your Packaging your_packaging Copy
UPS Letter letter Copy
Tube tube Copy
PAK pak Copy
UPS Express Box express_box Copy
UPS 25KG Box 25kg_box Copy
UPS 10KG Box 10kg_box Copy
Pallet pallet Copy
Small Express Box small_express_box Copy
Medium Express Box medium_express_box Copy
Large Express Box large_express_box Copy
Flats flats Copy
Parcels parcels Copy
BPM bpm Copy
First Class first_class Copy
Priority priority Copy
Machinables machinables Copy
Irregulars irregulars Copy
Parcel Post parcel_post Copy
BPM Parcel bpm_parcel Copy
Media Mail media_mail Copy
BPM Flat bpm_flat Copy
Standard Flat standard_flat Copy

Reference Types

It is possible to add up to two references to your shipping label. These can be either shipment level or package level references.

Reference Types Value
Reference 1 reference_1 Copy
Reference 2 reference_2 Copy
Reference 3 reference_3 Copy
Accounts Receivable Customer Account accounts_receivable_customer_account Copy
Appropriation Number appropriation_number Copy
Bill of Lading Number bill_of_lading_number Copy
Collect on Delivery (COD) Number collect_on_delivery_cod_number Copy
Dealer Order Number dealer_order_number Copy
Department Number department_number Copy
Food and Drug Administration (FDA) Product Code food_and_drug_administration_fda_product_code Copy
Invoice Number invoice_number Copy
Manifest Key Number manifest_key_number Copy
Model Number model_number Copy
Part Number part_number Copy
Production Code production_code Copy
Purchase Order Number purchase_order_number Copy
Purchase Request Number purchase_request_number Copy
Return Authorization Number return_authorization_number Copy
Salesperson Number salesperson_number Copy
Serial Number serial_number Copy
Store Number store_number Copy
Transaction Reference Number transaction_reference_number Copy
Return Label barcode Copy

Add barcoded reference

It is possible to barcode a reference on the shipping label. Once you selected the appropriate reference mappings then you add UPS REST: Barcode Indicator under the specific carrier fields and set the reference type as indicated in the above table.

NOTE: If you want to barcode the first package level reference the static value should be first_reference.

Special Services

These are special services offered by the carrier which can be selected either during the Shipment creation, or can be defaulted in the Custom Address Source. In this section you can find the most commonly used services.

NOTE: from v1.128.10 it is possible to configure the list of available special services in the wizard.

Saturday Delivery

UPS offers the convenience of Saturday Delivery. The checkbox requires a TRUE value.

List Rates and Negotiated Rates

By default the carrier returns the negotiated rates, unless otherwise specified. The other options are List Rates (account specific non-discounted rates) or Retail Rates (otherwise known as published rates - this is the most expensive option).

Bill Recipient or Third-Party

You can bill the shipment charges to the recipient or a third party account.
For recipient you need to add the Billing Account and Billing Account Postal Code, for third-party billing you also need the Billing Account Country.
The acceptable values for billing are: shipper, recipient, third_party.


International Shipping

In this section you'll find the required or recommended fields and settings for international shipments.

Mandatory fields for Customs items

  • Description - character limit: 105
  • Quantity
  • Value
  • Commodity Code
  • Manufacture Country Code
  • Weight

Duty Payment

Duty payment can be set to the following options:

  • Sender - shipper
  • Recipient - recipient
  • Third-party - third_party

If recipient or third_party is selected then the below fields can be or need to be filled in:

Paperless invoice

By default, if paperless invoicing is supported, the invoice will be electronically transmitted to UPS.
UPS accounts need to be enabled to use paperless invoice. Please discuss this with your UPS account manager before implementing the solution. Returns: paperless is not available for international returns. Exception to this if you have a special (paid) agreement with UPS to set up paperless upload document service. This usually takes 3-4 weeks.

Upload Documents

UPS allows uploading your own documents to attach to the UPS shipment. Documents can include things such as commercial invoice or certificates of origin. Zenkraft offer this functionality via an invocable method called "Upload ETD".

NOTE: Please check with UPS beforehand if your account is authorized to use this functionality.

Once your shipment has been created, you can then utilize the invocable method via a flow to upload your documents.

The documents need to be stored on your original object, so for example if you are shipping from an Order object, you need to store the files that you would like to upload on the Order object under the Notes and Attachments or the Files related list.

File naming

UPS REST requires specific tags for the different document types. Please ensure the tags are included in the file name using the following format: [tag]filename. For example [t02]invoice.pdf for a commercial invoice.

Here are the possible options:

  • t01 - Authorization form
  • t02 - Commercial Invoice
  • t03 - Certificate of Origin
  • t04 - Export Accompanying Document
  • t05 - Export License
  • t06 - Import Permit
  • t07 - One Time NAFTA
  • t08 - Other Document
  • t09 - Power of Attorney
  • t10 - Packing List
  • t11 - SED Document
  • t12 - Shipper's Letter of Instruction
  • t13 - Declaration

Flow setup

Below is an example of the flow that you can set up. In this example the process runs after the shipment is created and we are getting the necessary IDs via field reference.

  • Salesforce Object Id - specify the salesforce ID of the object that holds the files to be uploaded
  • Attachment Or File - specify File or Attachment, depending on how you store your documents
  • SoQL Condition - specify the criteria to choose the files to upload. You might have a situation where you store other files but only want to upload the PDF documents. An example value you could use is : FileType= 'PDF'
  • Tracking Number - please specify the tracking number of the shipment the document is connected to
  • Custom Address Source Id - please specify the custom address source Salesforce id that was used to create this shipment
  • Preference ID - please specify the shipping preference Salesforce ID that was used for this shipment
  • Save documents to shipment record (optional) - you can copy or move the uploaded documents to be stored on the shipment

Error Handling

From v1.113 onwards it is possible to map and error handler field in the custom address source to display any error message provided by the carrier in the API response.

Returns

It is possible to create a Custom Address Source specifically for returns. (If you need help setting up a Custom Address Source please use this guide.) In the Custom Address Source the Shipment Type should be set to Return.

Under Specific Carrier Fields you can set the UPS REST: Return Service Code. If you plan to automatically email the return labels then use the Print Return Label return type.

Return Type Value
Electronic Return Label electronic_return_label
Print Return Label print_return_label
Print and Mail Return Label print_and_mail
Return Service Attempt return_service_attempt

QR code returns

It is possible to include a QR code on the shipping labels by using the Include QR special service.

To be able to use QR codes you will need the following credentials from UPS:

  • Domain
  • QR User ID
  • QR Password

You can enter these credentials when creating the preference. If you need to update an existing preference please create a case and include the credentials and the Shipping ID (the number in the Account Number filed on the Preference).

Email Notifications

UPS provides notification emails for every tracking step. In the Shipping Preference you can decide when you want your customers or yourself to receive these notification, if at all.

UPS Mail Innovations

UPS Mail Innovations works with the U.S. Postal Service, providing the pick-up, processing and interim transportation of mail.

Hazardous Materials

Label Formats

The available label formats can be usually grouped into two types: thermal and non-thermal labels.

Label Types Value
EPL EPL Copy
ZPL ZPL Copy
SPL SPL Copy
GIF GIF Copy
PDF PDF Copy
PNG PNG Copy

Label Acronyms

There are many acronyms that might appear on a UPS label depending on the services selected for a shipment.

  • EDI - Paperless shipment where no paper invoice is required
  • EDI-CC - Paperless International (World Ease) Global Consolidated Clearance
  • EDI-DOC - Document shipment, paperless or non-paperless
  • EDI-IDIDS - Paperless or Non-Paperless customer uploaded invoice and/or additional documents for shipment
  • EDI-PULL - Paperless shipment where no paper invoice is required and the shipper intends UPS to pull other clearance related documents from the pouch and process at the origin
  • INV - Non-document shipment where paper invoice is required and all information, including invoice line detail, is keyed. Pull the customs copy of the Commercial Invoice.
  • INV-CC - Non-document GCC (World Ease) shipment that contains invoice line detail from the shipping system
  • KEY - Non-document shipment where the paper invoice is required and the shipper did not capture invoice line detail or critical information is missing

Error Messages

In this section you can find the most common error messages, what they mean and how to solve them.

Your credentials were incorrect

This error might appear out of the blue. Unfortunately there is a known issue with corrupted refresh tokens, so for now the quickest solution is to reauthenticate the account as described in the Preferences section of this guide.

Missing or invalid shipper number

This error usually means that the UPS account number used for shipping is not associated to the ups.com profile credentials used for authentication.
1. Log into ups.com
2. Click on your profile and select Accounts and Payment. (If the account is listed then please reach out to UPS to verify any possible issues.)
3. Under Add Payment Method select Add Existing Account and click Add
4. Follow the instructions on the screen to add your account.

Common Questions

In this section you can find our most commonly asked questions regarding this carrier. If you have a question not listed here please contact us.

Can I use three address lines when shipping?

From v1.131.18 it is possible to use three address lines if needed.

Can I authenticate my accounts using my UPS CampusShip profile?

No, UPS CampusShip users will need to register for a regular ups.com profile.

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