Getting Started Guide
Account Setup Guide
Store Settings
We have a few key settings to get you started with setting up your ShippingEasy account. These are important settings to get the full benefit of shipping fast and saving money. Let’s get started - this will take you 15 minutes or less!
Video Walkt...
Postage and Carriers
ShippingEasy integrates with most major carriers. Check out our guides for connecting each of the following accounts:
USPS
UPS
FedEx
Globegistics
RR Donelly
APC Postal Logistics
DHL Global Mail
DHL Express
Connecting to a UPS Account
You can easily connect your pre-existing UPS account to your ShippingEasy account.
This will allow you to use your negotiated UPS rates within ShippingEasy. Use the link below to access an article that explains in more detail how to connect your U...
Connecting to a FedEx Account
You can easily connect your pre-existing FedEx account to your ShippingEasy account.
This will allow you to use your negotiated FedEx rates within ShippingEasy. Use the link below to access an article that explains in more detail how to connect yo...
Label Settings
Once you have your Carriers and Stores connected, you will need to make sure that ShippingEasy knows the correct format to use for printing your Labels.
The main decision you have to make is to indicate whether you use a Label Printer (like Dymo o...
Packing Slip Settings
As with your Label Settings, the main thing that you need to decide about Packing Slip Settings is what size piece of paper you print them on.
If you chose a Label Setting that includes Packing Slips, then you don’t need to adjust anything. The Pa...
Order Creation Guide
Orders Page
This guide will focus on getting the most out of the orders page to make order management easier and more effective.
Video Walkthrough
If you prefer, feel free to watch the short video that covers the information in this section and follow along o...
Shipping Your First Order
This guide will walk you through shipping your first orders within ShippingEasy.
Video Walkthrough
If you prefer, feel free to watch the short video that covers the information in this section and follow along on your account:
Step by Step Guide
...
Instant Rate
Instant rate is a feature within ShippingEasy which makes getting shipping prices quick and effortless and allows one click purchasing to get your labels as quickly as possible. This guide will explain how to get the most out of this convenient fe...
Adding Manual Orders
This guide will go over how to add orders one by one to your ShippingEasy account that did not come from an integrated store or marketplace, which we call Manual Orders.
Video Walkthrough
If you prefer, feel free to watch the short video that cove...
Uploading Orders via CSV
If you need to ship orders from a store that is not yet integrated with ShippingEasy, we offer the convenient option of uploading as many orders as you need via a .CSV (comma separated value) file.
Most store platforms allow you to export orders a...
Advanced Shipping Setup
Add New Users
There can be as many people logged into your ShippingEasy account under one login at a time or you can create multiple user logins. Users can have a different ship-from address, receive assigned orders, or be restricted within the app using permis...
Packing Slip Creation
ShippingEasy makes it easy to build custom packing slips that meet all your needs.
Video Walkthrough
If you prefer, feel free to watch the short video that covers the information in this section and follow along on your account:
Step by Step Guid...
Pick Lists
Pick lists are lists of products contained within orders, formatted to make picking the items before packing easy and convenient. This guide goes over how to customize and create pick lists within ShippingEasy.
Step by Step Walkthrough
Pick lists ...
Product Categories
Categorizing products within ShippingEasy is a great way to get the most out of the automation features within, such as shipping rules, or customer marketing. This guide will show you how to set up and manage product categories.
Step by Step Walkt...
Order Categories
Order Categories are an easy and efficient way of organizing your orders page. This guide goes over how to create and utilize order categories.
Step by Step Walkthrough
Order Categories are created on the order categories section of the settings ...
Shipping Rules
Shipping Rules are an easy way to automate almost all of the shipping process. From assigning shipping presets to setting packing slip, they can save you more time than anything else within ShippingEasy.
Step By Step Guide
Access shipping rules b...
Connect Your Stores
Shopify Integration
It’s easy to link your store and get started shipping your Shopify orders. Follow the steps in the linked article to learn how to integrate a Shopify store with ShippingEasy.
Once your Shopify store is integrated, learn more about how to use Shipp...
eBay Integration
It’s easy to link your store and get started shipping your eBay orders. Follow the steps in the linked article to learn how to integrate an eBay store with ShippingEasy.
Once your eBay store is integrated, view the linked article to learn more abo...
Amazon Integration
It’s easy to link your store and get started shipping your Amazon orders. Follow the steps in the linked article to learn how to integrate an Amazon store with ShippingEasy.
Once your Amazon store is integrated, view the linked article to learn mo...
Wal-Mart Integration
It’s easy to link your store and get started shipping your Wal-Mart orders. Follow the steps in the linked article to learn how to integrate a Wal-Mart store with ShippingEasy.
Once your Wal-Mart store is integrated, view the linked article to lea...
WooCommerce Integration
It’s easy to link your store and get started shipping your WooCommerce orders. Follow the steps in the linked article to learn how to integrate a WooCommerce store with ShippingEasy.
Once your WooCommerce store is integrated, view the linked artic...
BigCommerce Integration
It’s easy to link your store and get started shipping your BigCommerce orders. Follow the steps in the linked article to learn how to integrate a BigCommerce store with ShippingEasy.
Once your BigCommerce store is integrated, view the linked artic...
Logo & Brand Customization
Packing Slips
This guide will cover how to configure your packing slip settings within ShippingEasy.
Video Walkthrough
If you prefer, feel free to watch the short video that covers the information in this section and follow along on your account:
Step by Step ...
Custom Confirmation Emails
It’s hard to argue the importance of Shipping Confirmation Emails in the shipping world. Confirming order tracking and line items with your customer puts their mind at ease, but it’s also a great chance to develop a customer relationship with your...
Adding Your Company Logo
Branding is one of the most important things a company can do to increase awareness. ShippingEasy makes it simple to add your Logo to all the places your customer will interact with you and experience your products and services. You upload a Logo ...
International and Armed Forces Shipping Setup
International Shipment Settings
This is an overview of the International Shipment Settings page. There are only a few things to customize. For most customers, the defaults work perfectly.
As you go through the how-to article below, we recommend checking Boxes 5 and 6 so that you...
Troubleshooting International Addresses
What can be one of the most frustrating parts of International Shipping is trying to figure out the best way to format the address that you are given by your customers when shipping international orders to them.
Character limits on International A...
Formatting Military Addresses
It’s important to ensure that Packages make it to our Armed Forces on time and in the right place, but sometimes it’s hard to decipher what part of the address goes where.
Learn more about how to Formatting Military Addresses.
Harmonized Codes
Harmonized Codes are a way for customs to determine what’s in your package without having to decipher language and/or handwriting.
Just keep in mind that for the USPS, Harmonized Codes are optional. If you are unsure about which code to use, the b...
What is a Customs Form?
A Customs Form is a declaration of what Products are included in the Package, the nature of the package, and the value of the package.
ShippingEasy populates the Customs Forms information based on what we know about the Product and a few default s...
Pick and Pack Quality Control
Barcode Scanning
Barcode Scanning is a quick and efficient way to reduce the number of errors that might occur when picking and packing. This first article, below, explains how to add product Barcodes to your Pick List so that you can make sure the items you are p...
Customer Email Marketing Setup
Uploading Your Contacts
There are three easy ways to add contacts to ShippingEasy Customer Marketing. This guide teaches you all three.
Step by Step Guide
First, go to the “Contacts” page under customer marketing on the blue bar at the top:
The “Add Contacts” button on...
Customer Marketing Settings
The Customer Marketing settings page makes branding your emails in ShippingEasy easier than ever. Immediately import your color palette from your website, upload a logo, and save your social media links for easy use in branded email layouts.
Step...
Signup Forms
Signup Forms are an easy and powerful way for you to continue to grow your business while collecting new subscribers. Once you have gathered a contact's name and email address you can then use ShippingEasy's powerful campaign capability to market ...
Contact Lists
In order to send a regular email campaign, it must be sent to a contact list created within ShippingEasy. Making contact lists is easy, and this guide will show you how.
Video Walkthrough
If you prefer, feel free to watch the short video that cove...
Contact Tags
Tags are an easy way to sort customers into groups that might not otherwise be obvious to the filters. This guide shows how to add them and how to utilize them effectively.
Video Walkthrough
If you prefer, feel free to watch the short video that c...
Automated Email Campaigns
Automated campaigns are campaigns that send to a single customer automatically when certain conditions are met. ShippingEasy makes it easy to set up these “set it and forget” emails with great effectiveness.
Video Walkthrough
If you prefer, feel ...
Amazon Feedback Management
Creating Feedback Campaigns
The ShippingEasy Customer Marketing tool makes soliciting feedback on your Amazon Products and Seller Account easy and automatic. It allows you to create and automate a great experience for your customers with a workflow that is incredibly simple....
Feedback Management Dashboards
ShippingEasy’s Amazon Feedback Management tool makes growing, tracking and curating your Amazon reputation easier than ever. This guide will show you how to set up and get the most out of this tool.
Video Walkthrough
If you prefer, feel free to wa...
Automated Amazon Feedback Solicitation
This video shows you how to automatically solicit Amazon product reviews and seller feedback with the ShippingEasy customer Marketing solution in a way that complies with Amazon's rules.
Learn more about Amazon Reputation management.
Inventory Management Setup
Importing Products
Importing products from your store into the ShippingEasy product catalog is easier than ever. If your products are listed on your store and they have an SKU, use this guide to populate your product catalog quickly and easily.
Video Walkthrough
If ...
The Product Catalog
This guide will cover the product catalog page and everything you can do to streamline your shipping and inventory processes as much as possible.
Step by Step Walkthrough
The product catalog displays information about your products like weight, na...
Set Stock Levels
There are many ways to set stock levels in ShippingEasy depending on your needs. This guide will cover how to set stock for individual items, and to bulk update your stock levels.
Video Walkthrough
If you prefer, feel free to watch the short vide...
SKU Aliases
If you have the same product listed on multiple stores with different SKUs, you can make them all pull from the same inventory with the use of SKU aliases, which are multiple SKUs that represent the same product.
Video Walkthrough
If you prefer, ...
Product Bundles
If you have a product you sell that always includes other products with it, product bundles are an easy way to ensure those inventory levels stay accurate. This guide shows you how to set them up within the ShippingEasy Inventory Management Tool.
...
Set Stock at Store
Once you have your products in your product catalog and the stock levels are correct, it’s very easy to enable ShippingEasy to push stock updates to that store. This guide will show you how.
Video Walkthrough
If you prefer, feel free to watch the ...