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Ascent


1. Ascent Introduction

  1. Install connector by contacting your Ascent Account Executive and/or Engagement Manager.
  2. Create a UPS Custom Address Source record
  3. Create Shipmate Preferences record
  4. Go to Custom Settings Ascent UPS Integration setting and check the box to Use Shipment Tracker
  5. To validate that it's working, click New Shipment on the related list under a Sales Order. The recipient info should be filled out. Select a packaging type and service type, enter 1 lb and 1 usd, click calculate rates, then click create label.
  6. Add Shipping Cost and Shipping Charged to the Sales Order page layout
  7. Create a Process Builder process on the UPS Shipment record - when created or edited to update the Shipping Cost on the Sales Order record and/or the Shipping Charge (if billing the customer)
  8. If we do cancel shipments, consider second PB to zero it out when Shipment is cancelled. Note: when testing, be sure to cancel shipments to avoid charges to account

2. Choose an object to integrate shipping with

There are two objects that you could potentially integrate with:

• Sales Order

• Sales Order Line

In tutorial we will integrate with Ascent’s Ship / Invoice object.

3. Use Formula fields to bring contact data onto the Ascent Object

Follow the steps below to add Formula Fields to Ascent’s Ship / Invoice record:

1. Go to Setup | Create | Objects

2. Click on the Ascent Ship / Invoice object

3. Scroll down to Custom Fields & Relationships and click New

4. Choose a Formula

5. Enter an easily identifiable name e.g. ‘RecipientFirstName’ and choose text, click Next

6. Change the formula type to an Advanced Formula

7. Click Insert Field and select the formula as follows:

8. Click Next

9. Click Next

10. Uncheck all values because you do not want the formula field on the Ship / Invoice page layout


11. Click Save & New

Now repeat the steps above for the following additional fields:

• Ship To Recipient Name

• Ship To Recipient Phone

• Ship To Recipient Street

• Ship To Recipient City

• Ship To Recipient State

• Ship To Recipient Postal Code

• Ship To Recipient Country

4. Create a Custom Address Source based on your Formula Fields

You can now use our Custom Address Source functionality to map your new formula fields to the fields in our shipping wizard.

Follow the Custom Address Source tutorials to finish the integration:

MultiCarrier Custom Address Source Integration