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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, USPS and Fedex. Since USPS does not allow direct connection, we’ve partnered with Endicia to manage USPS shipping.

For each shipment, Jazva will automatically pick the best shipping rate possible out of all the carriers you set up. You can disable this by setting up your overriding preferences.

In order to set up shipping carriers within Jazva, you’ll need to have your FedEx and UPS accounts ready. We highly recommend registering an Endicia account within Jazva, so you can take advantage of our discounted rates.

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

http://www.fedex.com/us/oadr/
https://www.ups.com/one-to-one/login

Adding a Carrier - FedEx

Finding your FedEx Carrier Account Identifiers

To connect your FedEx account in Jazva, 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 Jazva Support.

Obtain Test Credentials

  1. Log into the FedEx Developer Resource Center at http://www.fedex.com/us/developer/ using the same login and password credentials you use for FedEx.com.
  2. Under Technical Resources on the left-hand side, select FedEx Web Services for Shipping.
  3. Select Option 2, Develop and Test.
  4. Select Get your test key at the bottom of the page.
  5. Fill out the required forms and submit them.
  6. 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 copy and save the credentials to a text file on your computer.
  7. You will also receive receive a FedEx confirmation email containing the Test Password.
  8. Forward the confirmation page information, as well as the confirmation email to your Jazva Implementation Specialist.

Obtain Production Credentials

  1. Log into the FedEx Developer Resource Center at http://www.fedex.com/us/developer/ using the same login and password credentials you use for FedEx.com.
  2. Under Technical Resources on the left-hand side, select FedEx Web Services for Shipping.
  3. Select Option 4, Move to Production.
  4. Select Get Production Key at the bottom of the page.
  5. Fill out the required forms and submit them.
  6. Upon submission, you will be redirected to a confirmation page with your Authentication Key, and Meter Number. Take a screenshot of the confirmation page or copy and save the credentials to a text file on your computer.
  7. You will also receive receive a FedEx confirmation email containing the Production Password. Please ensure that the production password is noted in the email. In some instances the production password is not included by FedEx, and you may be required to restart the Production Credentials process.
  8. Forward the confirmation page information, as well as the confirmation email to your Jazva Implementation Specialist.

Once your Jazva Implementation Specialist 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 the FedEx logo.
  4. Fill out the following fields:

    • Name
    • API access key - Obtain this from your FedEx account
    • API password - this is not the same as your FedEx login password
    • Meter Number - Your FedEx meter number (obtain from your FedEx account)

    Test/Certification mode - this checkbox just switches you from test to live mode. You can ignore this for now.

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

    Carrier Settings for FedEx

    • Name - Your name for this carrier

    • Next Ship Date - When you expect to start shipping with this carrier

    • Account Number - Your FedEx account number (obtain from your FedEx account)

    • Meter Number - Your FedEx meter number (obtain from your FedEx account)

    • API access key - Obtain this from your FedEx account

    • API Password - This is not the same as your FedEx login password

    • Jazva Billing Code - Internal use (option)

  6. You can add additional handling option or leave this section blank. Adding information here will increase the cost for all shipments for that carrier.

  7. Once you have made the changes, be sure to click update to save your carrier information.
  8. Mail Classes - we recommend setting up at least 1 mail class, but you can do this later. Please refer to our Mail Classes article for details. 

How to Use FedEx SmartPost in Jazva

To use Fedex SmartPost, you are required to specify the Hub ID of the Fedex SmartPost distribution center that is assigned to your warehouse. To configure this:

  1. From the main menu, go to Setup and select Facilities.
  2. Select the facility you will be shipping out using SmartPost.
  3. From the Location section, select the designated SmartPost Hub.
  4. Click Update.

If using SmartPost from multiple warehouses, set the designated SmartPost Hub for each warehouse.

 

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, SmartPost, etc.

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 our article on Trailers for details.

Setting up UPS

  1. From the main menu, navigate to Setup > Shipping and select Carriers.
  2. Click +Add Carrier.
  3. Select the UPS logo to launch the setup wizard.
  4. Read the License Agreement. Scroll down the page and click I Agree.
  5. Click Next. 
  6. 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
  7. Click Next
  8. 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.
    • 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
  9. Once you click Submit, you can further configure your UPS carrier settings:

Carrier Settings for UPS

  • Name - Your name for this carrier
  • Next Ship Date - When you expect to start shipping with this carrier
  • API access key - Obtain from your UPS account
  • API username - This is NOT your username to login to UPS but rather a specific username supplied by UPS to connect Jazva to your UPS account. Please refer to your UPS account to obtain your API username.
  • API password - This is NOT your password to login to UPS! This is a specific password to connect Jazva to your UPS account. Please refer to your UPS account to obtain your API password. 


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 specially low Commercial Plus rates to our customers at no charge! 

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

If you already have a  special Endicia/Express1 account with special, negotiated rates, you can add them to Jazva, 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 (Endicia)

  1. From the main menu, navigate to Setup > Shipping and select Carriers.
  2. Click +Add Carrier.
  3. Click on the Endicia logo from the Add Carrier setup wizard.
  4. Select the 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
  6. Fill out the necessary information below:

Carrier Settings for Endicia

  • Name - Your name for this carrier
  • 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 - Select if you want to enable pay on use return labels
  • Use Endicia Insurance - Select to use Endicia Insurance
  • Additional Handling - Weight, Length, Width & Max Girth
  • Jazva Billing Code - internal use (option)
  • Postage Balance Purchase - 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 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. Click on Actions > Delete

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