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Setting Up Your Shipping Carriers

Jazva Devs -

Linking your carrier accounts is easy within Jazva. Set up your shipment carriers now, so you wouldn’t have to worry about manual entry or shipping problems later.

Contents:


Overview

Jazva is fully integrated with all major carriers, including UPS, FedEx, and USPS. Since USPS doesn’t offer a direct API connection, we’ve partnered with Endicia to enable you to manage USPS shipping from Jazva. For each shipment, Jazva will automatically select the lowest shipping rate possible from all your existing carriers.

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To set up shipping carriers in Jazva, please have your FedEx and UPS credentials ready. We highly recommend registering an Endicia account within Jazva, so you can take advantage of our discounted Commercial Plus rates.

If you do not have accounts with UPS or FedEx, please visit the following links to create your accounts first:


Adding a Carrier - FedEx

To connect your FedEx account, you must acquire your API credentials and other account information. Jazva requires you to obtain both Test and Production credentials, which will need to forward to your Jazva implementation specialist or account manager.

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Before you can connect your FedEx account, you will need to provide Jazva with your API credentials and other account information. Please obtain both Test and Production credentials, and forward them to your Jazva implementation specialist or account manager. 

Obtaining Your FedEx Test Credentials

  1. First, go to FedEx Web Services.
  2. Under Technology Resources on the left-hand side, enter your FedEx User ID and Password. This will be the same as your account identifiers.
  3. From the I want to menu, select Web Services for Shipping.
  4. Select Option 2, Develop and Test > Move to development.
    FedEx_Developer_Resource_Center___FedEx_Web_Services.png

  5. Select Get your test key at the bottom of the page.
    FedEx_Developer_Resource_Center___FedEx_Web_Services.png

  6. Accept the Terms & Conditions and complete the required forms.
  7. Upon submission, you will be redirected to a confirmation page with your Developer Test Key, Test Account Number, and Test Meter Number. Take a screenshot of the confirmation page or write down these credentials.
  8. You will also receive a FedEx confirmation email containing the Test Password.
  9. Forward the confirmation page information, as well as the confirmation email to your Jazva implementation specialist or account manager.

Obtaining Your FedEx Production Credentials

  1. First, go to FedEx Web Services.
  2. Under Technology Resources on the left-hand side, enter your FedEx User ID and Password. This will be the same as your account identifiers.
  3. From the I want to menu, select Web Services for Shipping.
  4. Select Option 4, Move to Production.
    FedEx_Developer_Resource_Center___FedEx_Web_Services.png

  5. Select Get Production Key at the bottom of the page.
    FedEx_Developer_Resource_Center___FedEx_Web_Services.png

  6. Fill out the required forms and submit them.
  7. Upon submission, you will be redirected to a confirmation page with your Authentication Key, Account Number, and Meter Number. Take a screenshot of the confirmation page or write down these credentials.
  8. You will also receive a FedEx confirmation email containing the Production Password. Please ensure that the production password is noted on the email. In some instances, the production password is not included by FedEx, and you may be required to restart the Production Credentials process.
  9. Forward the confirmation page credentials and the confirmation email to your Jazva implementation specialist or account manager.

Once your Jazva implementation specialist or account manager receives both your test and production credentials, they will complete the setup of your FedEx account in your Jazva system.


Setting Up a FedEx Carrier in Jazva

  1. From the main menu, navigate to Setup > Shipping and select Carriers.
  2. Click +Add Carrier.
  3. Select FedEx to launch the setup wizard.
    MASTER_Shipping.png
  4. Complete the following fields:
    MASTER_Shipping.png
    • Name - Select a name for this carrier.
    • Account Number - Enter your Production credentials from FedEx.
    • Authentication Key - Enter your Production credentials from FedEx.
    • Production Meter Number - Enter your Production credentials from FedEx.
    • Production Password - Enter your Production credentials from FedEx. This is not the same as your FedEx login password.

    Test/Certification mode - This checkbox switches the account from test to live mode. Ignore this to proceed with a production account.

  5. Once you click Submit, you can further configure your FedEx carrier:

    Carrier Settings for FedEx

    • Next Ship Date - When you expect to start shipping with this carrier.
    • Jazva Billing Code - Internal use (optional).
    • Status - This is mainly used for testing, but you can also use this setting to deactivate the carrier if needed.
    • Additional Handling - You can add additional handling options or leave this section blank. Adding information here will increase the cost for all shipments for that carrier.
    • Shipping Label Reference Fields - You can print custom data on the shipping labels if needed.

Once you have made the changes, be sure to click Update to save your carrier information.

We recommend setting up at least 1 mail class, but you can also do this later. Please refer to Creating Mail Classes for details. 

To learn about FedEx SmartPost options, please visit How to Use FedEx SmartPost in Jazva.


Adding a Carrier - UPS

Jazva’s deep integration with UPS makes it easy to link your existing account. A multitude of mail classes are available out of the box, such as Mail Innovations, SurePost, etc. Please have your UPS credentials ready and complete the setup wizard.

Setting Up a UPS Carrier in Jazva

  1. From the main menu, navigate to Setup > Shipping and select Carriers.
  2. Click +Add Carrier.
  3. Select UPS to launch the setup wizard.
    MASTER_Shipping.png
  4. Read and accept the License Agreement, and click Next.
    MASTER_Shipping.png
  5. Fill out the required fields on the Account Data tab:
    • Company Name - Your company's name for this carrier
    • Contact Name - The contact's name for this account
    • Title - Title or role of the contact
    • Street Address
    • City
    • State
    • Postal Code
    • Country
    • Phone Number
    • Email Address
    • Shipper Account Number - Obtain from your UPS account
    • Account Postal Code - Obtain from your UPS account
  6. Click Next.
  7. The Negotiated Rate tab is optional. If you want to link your current rates, you must fill out all fields.  You will need your last UPS invoice in order to fill this out.
    MASTER_Shipping.png
    • Invoice Number - Obtain from your UPS account
    • Date - Date of the Invoice
    • Amount - Negotiated Rate Amount
    • Control ID - Obtain this from your UPS account, invoices/bills or from your account portal
  8. Click Submit to complete setup. You can further configure your UPS carrier settings from the next page.

Carrier Settings for UPS

Jazva auto-generates the API credentials when you go through the setup wizard.

  • Next Ship Date - When you expect to start shipping with this carrier.
  • Authentication Key - This is the Jazva developer key.
  • API username - Your UPS login credentials.
  • Production Password - Your UPS login credentials.
  • Jazva Billing Code - Internal use (optional).
  • Status - This is mainly used for testing, but you can also use this setting to deactivate the carrier if needed.
  • Additional Handling - You can add additional handling options or leave this section blank. Adding information here will increase the cost for all shipments for that carrier.
  • Shipping Label Reference Fields - You can print custom data on the shipping labels if needed.

Once you have made the changes, be sure to click Update to save your carrier information.

We recommend setting up at least 1 mail class, but you can also do this later. Please refer to Creating Mail Classes for details. 

You can also register a new UPS account from the Accounts section >Register a new account.

MASTER_Ship_Carrier.png

In addition to standard shipping, our advanced integration with UPS allows you to process large shipments through the use of trailers. Jazva can automate this for you if you currently use this service with UPS. Please visit UPS CVIS Trailer Support for details.


Adding a Carrier - USPS (Endicia)

Jazva has partnered with Endicia to provide USPS shipping services, and we’re excited to be able to bring the especially low Commercial Plus rates to our customers at no charge! 

All you need to do is register a new Endicia account within Jazva, and you will automatically be enrolled in the CPP Express1 program.

If you already have a special Endicia/Express1 account with negotiated rates, you can add them in the wizard, and we will automatically choose the most cost-effective account for each shipment.

You will be able to access all of USPS’ mail classes and also purchase all of your postage directly through your Jazva account.

Setting Up USPS via Endicia

  1. From the main menu, navigate to Setup > Shipping and select Carriers.
  2. Click +Add Carrier.
  3. Click on Endicia to launch the setup wizard.
  4. Choose a Type of USPS account:
    • Create new discounted account (Express1 via Endicia)
      • Click Next and fill out all information on Account Data form.
    • Create new regular Endicia account
      • Click Next and fill out all information on Account Data form.
    • Link to existing discounted Endicia account
      • Click Next and fill out Name, API Account ID & API pass phrase.

    Tip: To link your existing discounted Endicia account, you need to obtain the account ID and passphrase from your Endicia account. Please note that the API Account ID and Passphrase are different from your Endicia login credentials.
     
  5. Click Submit to complete setup.
  6. Fill out the necessary information below:

MASTER_Ship_Carrier.png

Carrier Settings for Endicia

  • Next Ship Date - When you expect to start shipping with this carrier
  • API Account ID - Obtain from your Endicia account
  • API Passphrase - Obtain from your Endicia account - **this is not the same as your Endicia login**
  • Pay on use return labels - Mark this checkbox if you want to enable pay on use return labels.
  • Use Endicia Insurance - Mark this checkbox if you want to use Endicia Insurance
  • Jazva Billing Code - internal use (optional).
  • Status - This is mainly used for testing, but you can also use this setting to deactivate the carrier if needed.
  • Additional Handling - You can add additional handling options or leave this section blank. Adding information here will increase the cost for all shipments for that carrier.
  • Shipping Label Reference Fields - You can print custom data on the shipping labels if needed.

Once you have made the changes, be sure to click Update to save your carrier information.

We recommend setting up at least 1 mail class, but you can also do this later. Please refer to Creating Mail Classes for details. 

Postage Balance

You can enable Jazva to automatically replenish your Endicia account. Select how much you want to be purchased (between $10-$1000), select Auto-Replenish, and then enter the threshold when this will occur (e.g. when the balance falls below 25).


Deleting a Carrier

1. From the main menu, navigate to Setup > Shipping and select Carriers.
2. Click on the name of the carrier you wish to delete.
3. Select on Actions > Delete.

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