We'll Cover:
I. Introduction
II. What is the difference between Import and Plug-in version
1.0: Start Integrating
2.0: Choose your preferred fulfillment method:
I. Introduction
Hey, EasyParcel fam! This article will explain how you can integrate your EasyParcel account with your Shopify store.
Before getting started
Please note that to enable add live rate at checkout page, your store must be on the Shopify, Advanced or Plus plan. If you're on the Shopify Plan, you can choose to add this feature for a monthly fee or switch from billing monthly to billing annually. Check with Shopify support for more information.
Why you need to integrate with EasyParcel
If you are a Shopify merchant, you can now skip all hectic delivery booking process and have your orders pushed to us automatically. With Shopify connected to EasyParcel, you will be able to:
- Use the live rates at checkout feature for accurate quotes.
- Sync orders directly from your store and customize the sync criteria.
II. What is the difference between Import and Plugin version
There are two (2) ways of fulfillment methods, Import version and Plugin version.
- Import version: Import and fulfill your Shopify store's orders at EasyParcel.
- Plugin version: Fulfil your orders at the Shopify store, it is more seamless if compared with Import version.
1.0: Start integrating
1.1: Add your store in EasyParcel account
Step 1: Log into your EasyParcel account, go to 'Integrations', click on 'Add New Store' and click 'Shopify'. '
Step 2: Fill in your 'Shop Name' and 'Your Shopify Store URL'.
Step 2.1: Go to Shopify and login to your account.
Step 2.2: At the dashboard, grab your Shop Name (a) and your Shopify store url (b) as shown in the image below. Copy (a) and (b) and paste to Step 2 above.
Step 3: Fill in the details for Weight Unit, Auto Import, Auto Merge, and Item Category. After that, choose the way you want your parcel to be sent by and the 'Courier Service Type', then click 'Next Step'.
[Remark: You may skip this step and go straight to Step 4 if you prefer to fulfill your order via Plugin Version.]
Note: You can choose this and the system will choose the cheapest service available for the quote destination. Its service type will be pick up.
i) Cheapest Service
ii) Courier Company
Note: Here you can choose the specific courier you prefer with its service type. You can also choose the alternative courier you'd prefer for another option in the checkout process.
Step 4: Here you can choose to turn on marketing tools that can boost your brand visibility and attract more loyal customers. Then hit 'Submit'.
Note: You may learn what each marketing tools at EasyParcel can do for your brand so you can enjoy the benefits to the fullest.
Step 5: Hold on for a second while EasyParcel redirects to your Shopify store panel.
Step 6: A prompt will come up to display that your integration is successful. You can now click 'OK'.
Step 7: You can now view your linked Shopify store and ensure the button is enabled for fulfillment purposes. Copy the integration ID to paste in step 10.
Note: You can access this page via 'Your Store' for your future fulfillment processes.
Step 8: Go to your Shopify admin panel, click on 'Apps' , search for EasyParcel and click 'import'
Note: The EasyParcel application will help you have quick access to proceed with fulfillment processes.
<less picture>
Step 9: You'll be redirected to the EasyParcel settings under the 'Getting Started' tab. Read through them and click 'Start Setup'.
Step 10: You'll be brought to the 'Shipping Setting' tab to fill in your details. Choose which country you'd like to ship from and insert your integration ID that you got from Step 7.
Step 11: Please review the auto-filled 'Sender's Details' to ensure accuracy. If any information requires editing, kindly make the necessary adjustments. Once you have verified the details, please click 'Save' to store the information.
Step 12: Go to your Shopify admin panel, click 'Settings', click 'Checkout' then under 'Shipping address phone number' choose 'Required' to ensure your customer's contact number is able to be captured by EasyParcel app.
Note: Failure to adhere to these steps may result in the buyer's contact number not being captured by EasyParcel app. Consequently, when the order is imported into EasyParcel, it may indicate a failed import due to an empty receiver_contact field. Additionally, for plugin versions, successful order fulfillment may occur, but no AWB will be generated or provided to the customer due to the receiver_contact having an empty value.
2. Choose your preferred fulfillment method:
2.1: Fulfill via Import version
Step 1: Go to your EasyParcel account, under 'Integration' then click on 'Your Store'.
Step 2: Choose your integrated Shopify store, click on the three-line and click 'Import' to import all your orders.
Step 3: Wait until the sync is complete. Then, you can click on 'Check Imported Orders' to view all your orders.
Note: If your orders are not ready in your Shopify store, you will see this pop-up instead.
Step 4: When you're ready to proceed with payment, select the orders and click 'Add to Cart'.
2.2: Fulfill via Plugin version
Note: Please refer to this article to learn how to add live rate at checkout page for Shopify. HERE
Step 1: Go to 'Orders' and select which of your orders to fulfill.
Remark: You are free to choose to fulfil single, bulk or partially shipments.
Step 2: You can choose your preferred courier to pick up these orders, or you may choose to drop off the parcels instead.
i) Preferred courier to pick up
ii) Preferred courier to drop off
Note: You can choose your preferred drop-off location.
Step 3: Now you can hit 'Fulfill Order' to proceed with the shipment.
Step 4: You can check your fulfilled orders on the same page (scroll down) to review them. Then click 'Download AWB' to attach them to your parcels. You can also view the tracking status of your orders.
