1. Shopify Onboarding Guide
Table of Contents
- Connect your Shopify Store
- Create a Custom App on Shopify
- Setting Default values
- UPS Account Linking
- Creating Shipping Rates within Shopify
- Creating a Shipment
- View Order Details
- Creating a Shipment / Shipping Label
After you’ve successfully registered an account it’s time to connect your Shopify store. The connection is happening via Shopify’s Custom App approach.
After you log in to your dashboard, you’ll end up on:
- Please click on the “Edit Connection” button for Shopify
The next section describes how to create a Custom App on Shopify
Create a Custom App on Shopify
Go to your Shopify admin and click on “Apps” in the left menu
You’ll see on the right hand side a “Developer apps for your store” button. If you didn’t set up developing Custom apps for your store, please go ahead and configure it. If this step has been completed already, click on the “Develop Apps” button at the top
The next page lets you create a new app by clicking on the “Create an app” button on the right top.
A Modal Box will open that is asking you for an App Name. Please set “eCommerce Shipping Dashboard UPS”. The option App Developer can stay as it is.
Click “Create app”
In order to fetch the orders and write back tracking numbers the system needs to have the proper scopes for the API set. Please click the “Configure Admin API scopes” button
Set write access to the following scopes
- Assigned fulfillment orders
- Third-party fulfillment orders
- Store Content
- Merchant-managed fulfillment orders
Select under “Webhook API version” the oldest provided value
- Click “Save”
Navigate to the Tab “API Credentials” and click the green “Install” button.
- Click on “Reveal token”
After the token is revelead, click the copy icon
Please ensure that you’re copying the token that starts with “shpat_…..”
Copy and Paste the visible token to the corresponding form on https://ups.dashboardlink.com/stores/shopify into the field “Access Token” on the left.
Follow the last step to create the proper Webhooks which is described on https://ups.dashboardlink.com/stores/shopify at the bottom part.
After you’ve successfully connected your Shopify Account, you’ll see a green “Connected” indicator at the top and a magenta colored “Disconnect Store” button on the top right.
Setting Default values
After you’ve successfully connected your store, you will want to set some default values like the Shipper Information, Measurement system, etc.
Please navigate to:
and open the “Sender” tab.
On this page you will add your Sender details which will automatically be prefilled for every order.
After creating the Sender, you will want to set up some defaults for the package Measurements. Please open the tab “Shipment defaults” and set the values accordingly.
Those measurements are taken by default if/when the commerce system does not provide any dimensions. You’ll still have the chance to modify the package dimensions before you print a label.
After setting your default setting, it’s time to link your UPS account. Please open the “UPS Account” tab and add the required information.
In order to see only the UPS-specific orders in the Dashboard, you have to create Shipping Rate in Shopify and give them a name that starts with “UPS”.
- UPS Standard
- UPS Express
- UPS International
It is recommended to name it based on the UPS service you want to use. The dashboard displays only orders that have a Shipping Zone Name that starts with “UPS”.
To set up shipping rates within Shopify, please see this resource on the Shopify Help Center:
On https://ups.dashboardlink.com/orders you will see all open orders where you haven’t booked a label.
The “Action” button gives you a couple of options
- View Order Details
- Create Shipping Label
The order details page gives you an overview of the order details.
It also allows you to perform actions like
- Creating a Label
- Update Tracking Information
After selecting “Create Shipment” on an order, you will see an overview screen that allows you to add missing information to the order and perform changes on the package.
You will also get an overview of the standard sender information.
Furthermore, the Receiver information is prefilled. If data is missing, you have to add the data for all mandatory fields.
Finally, you can configure the UPS Service and packaging you would like to use.
When clicking on the “Create Shipping” button, a Shipping label will be created and the order moves from the “Order” section into the “Shipments” section.
In the Shipment section you can choose the following different actions:
- Cancel Label
- Update Tracking Information
Updating the tracking information writes back the tracking number to your Shopify store.
If you have any questions or issues using the Dashboard, please open up a support case by writing us at: firstname.lastname@example.org
Reset your password
If the password you typed is incorrect, you’ll see a message that says:
These credentials do not match our records.
In order to reset your password, select ‘Forgot password?’
Enter your account’s email address, click on ‘Email Password Reset Link’ and a password reset link will be sent to your inbox.
We recommend following the steps above to resolve your password issues. If you already tried this but it didn’t work, please contact support by writing to: email@example.com.
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