ShipStation Integration

1. ShipStation URL Settings Section: The following fields will store the URL and details required for connecting Striven to ShipStation with the integration:
   • URL to Custom XML Page: The link that ShipStation will use to establish the connection with Striven.
   • Username: Generated by Striven for ShipStation to use to identify and authenticate the connection.
   • Password: Generated by Striven for ShipStation to use to authenticate and secure the connection.
   • Resource Owner: The Employee that will be responsible for monitoring and verifying that the ShipStation integration is working correctly.
2. Enable Shipping Cost Calculation: Once this box is checked, the integration settings to get shipping costs from ShipStation will display. Required fields include the API Key, API Secret, Default Shipping Method, and Default Ship From Location.
   • API Key: This will be filled in from the ShipStation API Settings page located under Account → API Settings in the ShipStation menu.
   • API Secret: This will be filled in from the ShipStation API Settings page located under Account → API Settings in the ShipStation menu.

   

   • Default Shipping Method: Select from the list of Shipping Methods set up in Striven and can be changed later.
   • Max Weight Per Box (lbs): Sets the default weight per box to be used in calculating how many boxes are needed.
   • Default Ship From Location: Select from the list of Company Locations set up in Striven.
   • Default Markup: Enables you to select a default markup as a Percentage or Rate, with a field to enter the relevant amount of the markup depending on which option you choose.
3. ShipStation Quote Statuses Table: Table used to map Order statuses between Striven and ShipStation.
   • Unpaid: ShipStation status and should be mapped to Striven’s Pending Approval status.
   • Paid: ShipStation status and should be mapped to Striven’s Approved and In Progress Statuses.
   • Shipped: ShipStation status and should be mapped to Striven’s Completed status.
   • Cancelled: ShipStation status and should be mapped to Striven’s Cancelled and Lost statuses.
   • On-Hold: ShipStation Status and should be mapped to Striven’s Quoted status.
4. Save & Disable ShipStation Integration Options:
   • Save: Saves the changes to the ShipStation settings page.
   • Disable ShipStation Integration: Disables the ShipStation Integration and no longer displays the settings options.

1. URL to Custom XML Page: The link ShipStation will use to establish the connection with Striven. You can copy/paste the URL from Striven to this field.
2. Username: The username generated by Striven that ShipStation will use to authenticate the connection. You can copy/paste this from the Striven ShipStation settings page as well.
3. Password: The password generated by Striven that ShipStation will use to authenticate the connection.
4. Awaiting Payment Status: ShipStation’s “unpaid” status should be changed to match Striven’s “Pending Approval” status.
5. Awaiting Shipment Statuses: ShipStation’s “paid” status should be changed to match Striven’s “Approved, In Progress” statuses.
6. Shipped Status: ShipStation’s “shipped” status should be mapped to match Striven’s “Completed” status.
7. Cancelled Status: ShipStation’s “cancelled” status should be mapped to match Striven’s “Cancelled, Lost” statuses.
8. On-Hold Status: ShipStation’s “on_hold” status should be mapped to match Striven’s “Quoted” status.

1. Back: Returns you to the Connect Market Place page.
2. Test Connection: Tests the connection between ShipStation and Striven.
3. Cancel: Cancels the setup and takes you back to the Store Setup page.
4. Connect: Completes and saves the setup to connect ShipStation with Striven.

• New Custom Store Kebab Menu: Offers the following editing options for the store:
  • Edit Store Details: Provides edit options for that particular Store.
  • Edit Marketplace Connection: Provides the option to edit the Custom Store Connection fields.
  • Set Store to Inactive: Deactivates the Custom Store and will only display it if the Show Inactive Stores box is checked.

1. Store Name: Edit the Display Name for the Store Connection to “Striven”.
2. Is Active?: Sets the Active/Inactive setting for the store connection.
3. Allow ShipStation to refresh your stores while you’re away: Gives permission to ShipStation to refresh the connection when no one is signed in. This keeps the integration communicating.
4. Automatically standardize and correct all US addresses when verified?: Gives ShipStation the ability to update the United States addresses coming in from the store connection with correct information when the addresses are verified.
5. Automatically standardize and correct supported non-US addresses when verified?: Gives ShipStation the ability to update non-US addresses coming in from the store connection with correct information when the addresses are verified. Supported countries include CA, GB, AU, DE, FR, NO, ES, SE, IL, and IT.
6. Edit Custom Store Settings: Enables you to modify your Marketplace Settings to identify the mapping of your custom order statuses.

1. Company Name: Enter your Company name for brand recognition.
   • Always use Company Name on the Return Address printed on outbound labels: Check this box to use your Company name in the return address for outbound items labels.
2. Phone: Your Company’s phone number.
3. Email: The email address of the Employee responsible for responding to emails related to your ShipStation account.
4. Store Logo: Your Company logo for display on documents printed out of ShipStation.
5. Website: Your Company website or the store website you would like to have displayed.
6. Social Links: Add your social media links for Facebook, Twitter, and Instagram.

For further customization, you can activate and use the following Branded Pages Custom Settings:

Override Default Branded Customer Pages settings: Activates and overrides general settings with the following customizable settings:

1. Show Store Logo: Toggle Store Logo display on and off.
2. Custom Colors: Set custom colors to be used on your documents such as Tracking Page Background, Expected Delivery Date, Service Menu & Social Media Links.
3. Show Social Media Links: Toggles the Media links you set up earlier on and off.
4. Show Service Menu: Toggles on/off the Service Menu where you can display the Website for each store, and up to 3 additional links, the Return Policy, and Contact Us options as well.
5. Show Order Details: Shows Items that were ordered; options include showing Item images, Item SKUs & Options, and Prices.

1. Tracking Page: These options include:
   • Use Branded Tracking Page: Sends a link to the Branded Tracking Page in your Shipment Confirmation emails.(Choosing this option activates additional options below for SMS Notifications).
   • Use Carrier Tracking Page: Sends a link to the Carrier’s Tracking Page in your Shipment Confirmation emails.
2. SMS Notifications: These options include:
   • Enable Branded SMS Shipment Notifications (show this on my Branded Tracking Page).
   • Disable Branded SMS Shipment Notifications (keep it hidden from Customers).

1. Branded Returns Portal: Activates a Branded Return Portal to basically create a self-serve return process for your Customers.
2. Return Exceptions: Determines how many days from the ship date you provide for a Customer to file a return.
3. Return service and package type: The default Carrier Service and Package type settings for the return label:
   • Service: Select the Carrier and Service you want to be set as default for return labels.
   • Package: Select the default package you want to be set as default for return labels.
4. Branded Returns Portal URL: A URL you can use in emails or on your website to link Customers to the Branded Return Portal.
5. Return policy message: Enter the message you wish to be displayed on the return policy page; this will usually contain the specific details of your return policy.
6. Return email message: Enter the email message you want to be sent with the return label.

1. Shipment Confirmation Email: Enables you to select the email template to be used for the Shipment Confirmation, or to send no notification at all.
2. Send email and Marketplace notification when: Enables you to select to send the email to the Customer when the specified criteria are met. Available options include:
   • Shipping Label is Created: Sends the email notification as soon as the label is created.
   • The first of these conditions is met: Sends the email notification when the first of the selected conditions is met:
     • This shipment first hits the mail stream: Notification is sent when the package is identified as active or in transit.
       • Note: If the package is sent via an un-trackable carrier or service, this option is not viable. Therefore, you also have the option to set the notification to be sent when the label is created or when the first of the next two conditions is met.
     • At a specific time on the ship date: Provides a Time field where you can specify the specific time of day (based on your account time zone) when the email notification will be sent.
     • Number of hour(s) elapsed after label creation: Enables you to specify the number of hours after the label is created that the email notification will be sent.
3. Delivery Notification Email: Enables you to select the email template to be used for the Delivery Notification.
4. Blind Copy on Shipment and Delivery Email: Provides a field wherein you can list all of the emails you would like to be Blind Copied on shipment confirmation emails. (Use a comma to separate the email addresses).

1. As ShipStation identifies new products that are ordered from this store: Allows you to select what ShipStation will do when new products are identified on order from this store. The available options are:
   • Create a new product record so that details can be configured.
   • Do NOT create a product record.
2. Products for this store are uniquely identified by this: Allows you to select how ShipStation will identify new products on orders from this store.
   • Product SKU(This will be the Item Name in Striven).
   • Product/Listing Name (This will be the Item Name in Striven).
3. Coupons, Discounts, or other Adjustments: Allows you to choose how ShipStation will handle coupons, discounts, and other adjustments on an order.
   • Not Included on product sales reports. No product record will be created for adjustment line items.
   • Included. Product records will be created for adjustment line items and appear on reports.

For demonstration purposes, this guide will use the Stamps.com Carrier information to go through the steps for this setup. To get started, click on the Get Services link for Stamps.com. This will display the services available and their related codes to use in ShipStation.

1. Service Key: Should match the Service name from the ShipStation Code Lookup page in Striven (in this case, USPS First Class Mail).
2. Fill Method: Offers the option for Shipping -OR- Fulfillment.

The Service field provides a drop-down list of options for the Service on the ShipStation Code Lookup page in Striven. From the list, you can select the service you wish to add. For purposes of this example, we’ll select USPS First Class Mail.

The Package field provides a drop-down list of packaging options to choose from. Selecting one of these options sets the default packaging to be used for this service.

1. Shipping Method: Should match the Service name from the ShipStation Code Lookup page in Striven (in this case, USPS First Class Mail).
2. Tracking URL: Enables you to embed the Carrier’s tracking link using the merge field [[tracking-number]] in the URL.
3. Carrier: This checkbox identifies whether or not the shipping method is a Carrier. When checked, the method is a Carrier. When unchecked, the method is not a Carrier and can be associated with a Service Code.
4. Related Carrier: Provides a drop-down of Carriers already configured in your Striven Shipping Methods.
5. Service Code: Field in which to enter the Carrier Code from the ShipStation Code Lookup page in Striven for the related service. (For our example, it will be “usps_first_class_mail”).