Getting Started With ShipStation

Introduction

Connex can sync orders from ShipStation to Xero and vice versa. This article guides you through the set-up.

Connect to ShipStation

You must obtain an API key and API secret from ShipStation. Here are the steps:

  1. Log into ShipStation.
  2. On the top right, click the gear and API Settings on the left gray bar.
  3. If you don't see the keys, click regenerate API Keys.
  4. Login to Connex.
  5. On the my connections page, choose ShipStation.
  6. Enter your API key and API secret.
  7. Leave the URL as http://www.shipstation.com.
  8. Click submit.

How do I export shipped orders only?

By default, Connex will sync orders as soon as they are created in ShipStation. If you want Connex to insert the tracking number and date onto orders, you need to export shipped orders. Here are the steps: 

  1. On the Connex configure page, click the order export to Xero tab.
  2. In the order status field, enter shipped.
  3. Click save and sync.

Send Orders from ShipStation to Xero

This is the default behavior of our solution. On the configure page, scroll down and complete the settings. Under task settings, you'll see orders to Xero is checked. Click save and sync.

Send Orders from Xero to ShipStation

Connex requires a special address format to process orders. For more info, read this KB. To set-up the sync, follow these steps:

  1. On the configure page, scroll down to task settings.
  2. Make sure only orders from ShipStation to Xero is checked.
  3. Go to the advanced tab.
  4. Adjust the times for orders from Xero.
  5. Click save and sync.

Here is an example order. Note that the dimensions and weight are prepopulated based on the SKUs in the order. To prepopulate shipping information, you can use an automation rule:

  1. On the top right, click the gear
  2. On the left, click automation rules
  3. See this sample

For more info on automation rules, please contact ShipStation. You can set up rules based on a SKU or total quantity.

Split Orders

When splitting orders in ShipStation, the user has an option to fill out the amount paid fields for the new order which is being created: http://note.io/1BkTslb
 
Make sure that the amount paid and order total fields are the same, so Connex can create payments.

Custom Store

There is no custom store to set-up in ShipStation because our system creates the store. Our system will create a new store called manual orders.

Discounts

Your total discount should not exceed the total cost of the order. Since ShipStation never sends coupon codes or exact discount details, here's how it's calculated:

On one order, you have the customer purchasing $104 worth of product and using a $110 coupon code. On another order, a customer purchased goods for $111 and use a $110 discount. The first order has $0 as the amount paid. The second order has $1 as the amount paid. Let me explain how the discount calculation works:

Total Discount cannot dip below $0

#2862
Total of Order (111) - Total - Discount (1) = Total Discount (110)

#2854
Total of Order (104) - Total - Discount (110 - 104) = Total Discount (0, due to rule above.)

 

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