NOTE: In order to continue, you will need a UPS.com login that has access to the account numbers you are wanting to use within Shipstore, as well as a Shipstore account with admin permissions.
WARNING: Please make sure your pop-up blocker is off before going through these steps or else the pop up will not open going to UPS.com
To set up a UPS account in the system, first go to the Administration screen, then go to Carriers on the left. Once the page loads, click the + button on the top-right of the table to open the Carrier Registration prompt. Give the account a name and supply the account number to continue with the process. Please ensure the name of the UPS account display name is different from your previous UPS account display name in order to differentiate between the two.
After you click the Next button, the system should open a window with a UPS sign in page. There are 2 options for registering your account. Either by using your existing UPS.com login or if you do not have access to the login for the account, you can create a new user and follow the steps below OPTION 1 in the OPTION 2 section.
OPTION 1: Enter the UPS credentials associated with this account number on that page and click the box for "Allow Shipstore access".
Once complete with the above, you will be directed to a Shipstore page confirming the sign-up is complete and the window can be closed. You can now add the new UPS account to any profiles you need for shipping. Swap out the old UPS account for your new UPS account in your profiles in order to utilize the new connection for all future UPS shipments.
If you are setting up this account for one unique account number only, these steps are complete. If you have additional account numbers that are tied to this login, continue with following steps:
To add another account number to an already established UPS carrier, click on the edit icon next to the carrier name in the Administration screen -->
.
For UPS specifically, you will have the ability to add 'Child Accounts' that are tied to the same credentials you use to access UPS.com. Click on the + button to add a Child Account. Give this specific account number a Carrier Name and enter in the account number. Once you have entered in all associated child numbers, click on the Save button at the top right corner. You can now add these carrier account numbers to your profiles.
OPTION 2: Create a new User login for UPS.com using the account you have the Invoice for. Note: You can also
Then click on the circle in the top right with your logins initials and select "Accounts and Payments"
Navigate to the lower drop-down and select “Add Existing Account” and then click the yellow “Add” button below
Type in the Account number for the account you would like to add, as well as the Display Name you would like to use, and the Country and Zip Code for the expected pickup location (note there is a checkbox on whether or not you want this to be the default shipping method for your UPS account)
Select whether you would like to authenticate by providing details from an Invoice you have in your possession, or rather that a PIN should be generated. Note: That this PIN will be sent to the account holder (Owner), and they would need to retrieve and provide back to you to finish registration.
If Invoice is selected, you will be prompted to enter the Invoice details as displayed below. If PIN is selected, you will only need to enter that PIN after the Admin for the UPS account has shared.
Select “Save” and the UPS account will have been linked to your UPS login that is signed in.
OAuth and the invoice details are two different steps
These get mixed up, so it is worth separating them. They are both real, and you may need both.
- OAuth is how Shipstore authenticates to UPS for rating and labels. It is a one-time setup done by the company administrator against your UPS developer application. Once it is in place, it keeps working; you do not redo it per shipment or per account.
- Adding (associating) a UPS shipper account to your UPS.com user account is a separate step you do on UPS.com. UPS verifies you own the account before it will let you use it.
What you need to associate a shipper account
On UPS.com, go to your Profile icon, choose Accounts and Payment, then Add a Payment Method and Add Existing Account. You enter the account number, a nickname, the country, and the pickup postal code, then pick a verification method.
UPS offers two verification methods:
- Invoice Data Verification. You enter details off a UPS invoice: the account number, the invoice number, the invoice date, the amount due, and the control ID. UPS states you may use details from any one of your last three UPS invoices, so it does not have to be the newest one. The control ID is on the invoice and in the UPS Billing Center.
- PIN method. UPS sends a PIN to the account contact it already has on file. Use this when nobody has invoice access, for example on a brand-new account that has not been billed yet.
Repeat for each shipper account number you need.
What you should see
The shipper account appears under Accounts and Payment on your UPS.com user account. Only then can Shipstore rate and ship against it.
If something goes wrong
UPS rejects the invoice details: check that you are reading the control ID and not the invoice number, and try a different one of your last three invoices. If it keeps failing, use the PIN method instead.
The account is new and has never been invoiced: use the PIN method; there is no invoice to verify against yet.
Shipstore still cannot rate on the account after you added it: the account is associated but not yet configured on your Shipstore profile. Email support@shipstore.com with the account number and the profile it should be on.
