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Creating a UPS Preference

Before you can ship a package through Shipmate, you must define a Shipmate Preference, which will store your UPS account number. If you have more than one UPS account number, you must create a Preference for each. Also, if you have multiple shipping addresses tied to the same UPS account number, you must create a different Preference for each shipping address. You cannot create two Preferences with the exact same shipping address, instead you will need to alter the shipping address slightly in order to save both (i.e. 123 Main St vs. 123 Main Street).

Note: Any discounts associated with your UPS account number will be reflected in your shipping rates.

Follow these steps to create a Shipmate Preference:

1. Click on the UPS Shipmate Preferences tab, then click New UPS Shipmate Preference
2. Complete each section of the form:

Note: The Shipping Address and Billing Address are pre-loaded with the address defined in the Company Information (Setup | Company Profile | Company Information).

Account Information

  1. UPS Account Number
  2. Pick-up Postal Code

Company Information

  1. Company Name
  2. Company URL
  3. Primary Contact Information
  4. Address Information

Default Sender Details

  1. Sender Name Default – the default sender name for all shipments created
  2. Sender Email Default – the default sender email for all shipments created

Phone Default – the default sender phone for all shipments created

Email Label Defaults

  1. Email Label Sender Display Name Default – the default sender display name when sending shipping labels via email
  2. Email Label Reply-To Email Default – the default reply-to email address when sending shipping labels via email
  3. Email Label Subject Line Default – the default email subject line when sending shipping labels via email
  4. Email Label Text Body Default – the default email body when sending shipping labels via email

Other Defaults

  1. Label Image Type Default – the default image type for all shipping labels
  2. Email Message Default – the default message for UPS email notifications
  3. Send Email Notification to Shipper
  4. Send Email Notification to Recipient
  5. Send Email Notification on Exception – notifies when and why a shipment will not meet its original scheduled delivery date, and provides a rescheduled date of delivery
  6. Send Email Notification on Delivery – notifies you of the delivery of a shipment
  7. Detailed View – Shipmate Preference List
  8. Detailed View – Reuse Package List

SurePost and Mail Innovations

If you have SurePost and Mail Innovations enabled on your USP account, be sure to enable them on your preference:


Make sure you select "Auto Weigh Package" for scales to show up on the wizard

3. Invoice Details for Negotiated Rates (optional)

In order to enable your UPS® Account Based Rates (ABR) a further level of authentication is required. Please complete the information below from a UPS® Shipping Invoice that is less than one year old. ABR will be applied to your account within 24-48 hours of activation. Please note this feature is only available to US and Canadian customers.

  1. US and Canadian accounts
  2. Invoice Number
  3. Invoice Date
  4. Invoice Amount
  5. Control ID

4. Read and agree to the License Agreement, then click Save

Note: Preferences that you create will appear in Section 1 of the Wizard: Preference and Shipment Type.

Next is setting up the licenses for your users