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Creating a USPS Preference

You have two options for USPS preferences:

Provider Services

Express 1 Express and Priority Mail

Endicia First Class Mail, Library Mail, Media Mail, Critical Mail, Pay-on-Use Returns

Creating an Express1 Preference

Before you can ship a package through Shipmate, you must define two Preferences:

Billing Preference – this stores your credit card information and allows you to purchase postage
Shipping Preference – this stores your shipping address where your packages will originate from, as well as application defaults

A Billing Preference can store information for only one credit card, so if you need to purchase postage with more than one credit card, then you must create a Billing Preference for each. If you have multiple shipping addresses, you must create a different Shipping Preference for each.

Create a Shipmate Billing Preference

Follow these steps to create a Shipmate Billing Preference:

1. Create Preference Record

  1. Click the USPS Preferences tab
  2. Click New USPS Billing Preference
  3. Fill out each section of the wizard: Custom Information, Mailing Address and Payment Information
  4. Accept the Express 1 Terms and Conditions
  5. Click Save

2. Buy Postage

In order to start shipping you will need to purchase shipping postage. Click on the Get Account Status/Buy Postage button on the preference record:


A new window will pop up. Enter the amount you’d like to purchase and then click Buy Postage.


Create a Shipmate Shipping Preference

Follow these steps to create a Shipmate Shipping Preference:

  1. Choose the associated Billing Preference record
  2. Fill out your Shipping Address information
  3. Fill out Default Sender Details (optional)
  4. Sender Name Default – the default sender name for all shipments created
  5. Sender Email Default – the default sender email for all shipments created
  6. Sender Phone Default – the default sender phone for all shipments created
  7. Select your Label Image Type Default
  8. Fill out Email Label Defaults (optional)
  9. Email Label Sender Display Name Default – the default sender display name when sending shipping labels via email
  10.  Email Label Reply-To Email Default – the default reply-to email address when sending shipping labels via email
  11.  Email Label Subject Line Default – the default email subject line when sending shipping labels via email
  12.  Email Label Text Body Default – the default email body when sending shipping labels via email
  13.  Click Save

Creating/Adding an Endicia Preference

Follow these steps to create an Endicia Preference:

1(a). Create Preference Record

- Click the New USPS Endicia Preferences tab

- Fill out each section of the wizard: User Information, Account Credentials, Credit Card Information, Physical Address, Mailing Address, Default Shipment Information

- Accept the Terms and Conditions

- Click Create Preference


1(b). Add Existing Endicia Account Preference

- Click the Add Existing Endicia Account tab

- Fill out the AccountID and Pass Phrase

- Click Check Endicia Account

2. Buy Postage

- In order to start shipping you will need to purchase shipping postage. Click on the Get Account Status/Buy Postage button on the preference record:

- A new window will pop up. Enter the amount you’d like to purchase and then click Buy Postage.


Set up Endicia Auto-Purchase of Postage via Endicia.com

Endicia is a pre-paid service, set up auto-purchase of postage so that your Endicia account always has credit.

Log in to your Endicia.com account using your Account ID and Passphrase.

From the My Account tab, select Update Profile --> Auto-Purchase Settings

Select the Enable check box.

Select a Purchase Amount from the list.

Set your purchase Trigger Amount.

Click Continue to complete the process.

3. Creating a test Endicia Preference

Set run demo mode: on.

Create a new preference with test data. you can use VISA credit card number for testing: 4111111111111111

Click save

Accounts that are DEMO start with 2******

Live Accounts start with 1********

Next is setting up the licenses for your users.