Section Name: Table of Contents 

FedEx Integration

With Office Autopilot you're able to setup an integration with FedEx in order to automatically generate Shipping labels so that shipping physical products to your clients is as easy as printing the label, slapping it on a box, and sending it out. Below are the steps you'll need to follow in order to get this integration setup.

Note: You'll need to have a FedEx account setup before starting this process, sign up for one at www.fedex.com

1. Log in to your FedEx account and navigate to: Fedex Office > Business Resource Center > click View Solution Center button > Click Business Solutions > click Open an Account or Request Assistance > click Apply for a Fedex Office Account online > sign up. It will take 2-3 business days to be approved.
2. Once approved, go to www.fedex.com/developer/ 
3. On the left side of the page, click Technical Resources.
4. Then click "FedEx Web Services for Shipping".
5. Then click "Develop & Test Your Application".
6. Click "Obtain Developer Test Key"
7. Fill out the form for contact information
8. Accept the License Authorization.
9. Save the info for your reference, you will have a Developer Test Key, Test Account Number, Test Meter Number.
10. Now log in to your Office Autopilot account
11. Click on Sales Tab
12. Click Setup
13. Click Shipping Defaults
14. For "Enable Debug Mode for All Carrier", select Yes.
15. Fill out the rest of the fields on this page and click Save.
16. Over in the list of options at left, click Shipping > Fedex Setup
17. Fill out these fields with the information you received in Fedex (Developer Password will be emailed to you from Fedex)
18. Press Save. This should trigger a Test.
19. If successful you will see the message "Your shipping settings were successfully saved."
20. Go back to your FedEx account to make a live key!
21. Once you've completed a successful test you'll want to go back to your FedEx developer account and navigate to: www.fedex.com/developer/ > Technical Resources > FedEx Web Services for Shipping > Move to Production > Obtain Production Key
22. Fill out the form and hit continue.
23. Make a note of the Dev Key, Dev Password, Account number and Meter numbers.
24. These should also be e-mailed to you from Fedex.
25. Take the newly emailed information and place it in the fields from step 17.
26. Once it is successfully saved you will be able to generate Fedex Rates as well as packing slips and shipping labels.
27. Note: Should the test fail on step 17 you should be prompted with an error message. This usually happens because some information was entered incorrectly. This test requires absolute accuracy in all the info you enter, so double check your information and re-submit the test. If it's still not working then go ahead and give our support team a call and we'll be glad to help you out!

UPS Integration

Note: As with FedEx, you'll need to have an account over at www.ups.com before starting these steps. Once completing the steps below, UPS will email you steps to follow for becoming certified for the Shipping API.

1. Login to your UPS account and navigate to: 'Support' tab > Technology Support > UPS Developer Kit

2. Select 'Request an Access Key' then fill out the form on the next page and hit the 'Request Access Key' button

3. The next screen is a confirmation page, the important thing on this page is the 'Access Key' it should look something like this: 4D6C2913B7B49407

4. Now go login to your Office Autopilot account and navigate to: Admin > Default Shipping API Settings and make sure it's filled out, we're also checking to make sure that 'debug mode' is turned on. 

5. Now navigate (still in your Office Autopilot account) to Admin > Shipping Calculator Setup > UPS

6. You'll see a form where you need to insert information on this page, below is what information you need to insert into each field:

     Developer License: The access key you received in step 3

     Developer Username: Your UPS account username

     Developer Password: Your UPS account password

     UPS Account Number: Your account number, this can be found on UPS' site under 'account summary'

     The rest of the fields are to be determined by you

7. Hit save, this will trigger a test shipment, you should be redirected to the Admin menu in the event of a successful test

8. Once you've completed a successful test you'll want to go back to UPS and login, then navigate to: Support > Tech Support > Developer Resource Center > UPS Developer Kit > Manage Access Keys

9. Input the access key used earlier into the 'Request Production Access' field

10. Apply for a production key by providing the requested information, once you've been approved take the newly emailed information and place it in the fields from step 6.

Note: Should the test fail on step 7 you should be prompted with an error message explaining why the test failed, usually some information is off, this test requires absolute perfection, so double check your information and re-submit the test, but if it's still not working then go ahead and give our support team a call and we'll be glad to help you out!

NOTE: You may need to become UPS certified. We are currently working as a company to get this process going so in the future you won't have to be certified.

After completing these steps, UPS should send you an email with the following:

UPS requires that customers pass a Certification process prior to shipping actual (billable) packages. The Certification Process is as follows:

1. Ship five shipments in the Customer Integration Environment (CIE). These shipments must be valid shipments but may contain any combination of origins, destinations and services. At least one of these tests must produce a High Value Report by including a shipment with an InsuredValue greater than $999.

2. Void any four of the UPS-defined “Void” test cases in CIE.

3. If you are producing GIF images, please e-mail the following 39 files along with your UPS User ID and Access key to uoltects@ups.com:

• The requests and responses of the ShipConfirm and ShipAccept XML documents from all five shipments (20 files).

• The resulting GIF images of the label from all five shipments (5 files).

• The resulting HTML images of the High Value Report (Control Log) for at least one shipment (1 file).

• The HTML pages containing the scaling information for the label from all five shipments (5 files).

• The requests and responses of all the Void XML documents (8 files).

4. If you are printing labels via a Thermal Printer, the labels must be sent to UPS. Please send an email with your pickup address to labelverify@ups.com requesting a label via a provided label from the UPS Developer APIs support group. Include a High Value Report (Control Log) for at least one shipment with the thermal labels. The High Value Report will be returned to you in the same printer format, zpl, epl, etc., as the labels. Email the following 28 files along with your UPS User ID and Access Key to uoltects@ups.com:

• The requests and responses of the ShipConfirm and ShipAccept XML documents from all five shipments (20 files).

• The requests and responses of all the Void XML documents (8 files).

5. UPS will contact you via email within 2 business days to inform you of your approval status. Once granted, point your software to the following Production URL's,

https://onlinetools.ups.com/ups.app/xml/ShipConfirm

https://onlinetools.ups.com/ups.app/xml/ShipAccept

Note: UPS reserves the right to revoke shipping privileges from any customers who fail to abide by the Certification Requirements outlined above.

The above information is found in the PDF Documentation for the XML Shipping API in section 1.12, “Customer Integration Environment.”

If you have developed the Shipping API with Web Services, you will need to provide the following information:

For single stage certification, you will need to provide the following files, all with XML file extensions:

5 ShipConfirm Requests
5 ShipConfirm Responses
4 Void Requests
4 Void Responses

For labels being generated in the GIF format you will also need to include the following files:

5 Label images in GIF format
5 Scaling Information files in HTML
1 Declared Value Report

If your going to print your labels in the ZPL/EPL format, the labels must be sent to UPS. Please send an email with your pickup address to labelverify@ups.com requesting a label via electronic returns to provide the labels to the UPS Developer APIs support group. Please include the printed Declared Value Report.

FAQs

Why are my Shipping Labels not able to be opened or are blank? The packing slips and fulfillment CSV still open...