Using Shipmate with Shopify

Introduction

The Shipmate plugin for Shopify allows quick and easy integration between your Shipmate and Shopify accounts, giving access to all the carriers and delivery services Shipmate provides, directly inside your Shopify account.

This guide explains how to set up the Shipmate Shopify plugin and configure your accounts to start despatching your orders in Shopify using delivery labels from Shipmate.

Shipmate - Shopify Plugin

Requirements

Before you are able to start printing shipping labels using Shipmate with Shopify, you will need the following:

  • A Shopify account
  • A Shipmate account
  • At least one active Carrier and Delivery Service
  • A compatible printer

In order to print labels directly within Shopify using Shipmate WebPrint™ you will also need to download the Shipmate Desktop Application.

If you wish to use Shipmate’s routing rules, you will also need to ensure your inventory inside Shopify has accurate and up-to-date weights and dimensions.

If you need any assistance ensuring you have everything you need to link your Shopify and Shipmate accounts, please contact support@shipmate.co.uk.

Please understand we are unable to provide any support for your Shopify store - any issues with the Shopify platform should be addressed directly with them, or your web developers.



Setup - Shopify

Install Shipmate Plugin

Installing the Shipmate Shopify Plugin is simple - just ensure you are signed into your Shipmate and Shopify accounts, then enter your Shopify Shop URL into the box below and click the 'Install Shopify Plugin' button.




Setup - Shipmate

Channel Settings

To amend your Shopify Channel settings inside Shipmate, you need to be logged in as an administrative user on your account, then simply navigate to your profile menu then click Settings.

From the Settings menu select Sales Channels. This will open a page listing all of the available channels on your account. Simply click the blue ‘Settings’ link next to the Shopify logo. This will open the Shopify Channel Settings page.

Shipmate - Profile
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Shipmate - Settings
Shipmate - Channel Settings with Shopify highlighted
Shipmate - Shopify Channel Settings

Tracking References

Shipmate is able to return either the carrier’s tracking reference, or the Shipmate Unified Tracking Reference, which you can use to notify your customers so they are able to track the progress of their orders.

If you opt for the Carrier’s tracking reference, customers will have the direct tracking reference for the carrier however if you subsequently make any changes to their delivery, they might not be informed automatically.

If you use the Shipmate Tracking Portal, it’s most likely that you should opt for the Shipmate Unified Tracking Reference, as this will provide you with the Unified Tracking Reference needed to link to the Tracking Portal.

To choose which tracking reference you’d like to use with Shopify, simply select the relevant option from the Tracking Reference section of the Channel Settings, then click ‘Update Settings’.

Shipmate - Shopify Tracking Reference

Set Parcel Mapping

The Shipmate Shopify plugin handles two types of parcel mapping for your Shopify orders: one parcel per order or one parcel per item.

You can change which option you wish Shipmate to use from the Shopify Channel Settings screen. Simply select the option of your choice, then click ‘Update Settings’.

Shipmate - Shopify Parcel Mapping

Parcel References

Shipmate is able to use either the Shopify Order Number or Shopify Order ID. By default new installations use the Shopify Order Number - this is the same as the order number you see inside Shopify. In most circumstances this does not need to be changed.

To choose which reference you wish to use, simply select the relevant option from the Parcel Reference section of the Channel Settings, then click ‘Update Settings’.

Shipmate - Shopify Parcel References

Set Location

Shopify requires plugins affecting despatching of orders to select the location from which orders are processed. Select the correct location from the drop-down list and click ‘Update Settings’.

Shipmate - Shopify Location

Set Default Packaging Type

To speed up processing of your orders, Shipmate offers default packaging types to automatically populate packaging dimensions when creating shipments. Select the default packaging type you use for most of your orders for pre-selection on the order import screen when using the Shopify plugin.

You can change which packaging type you wish Shipmate to use by default on the Shopify Channel Settings screen. Simply select the option of your choice, then click ‘Update Settings’.

Shipmate - Shopify Default Packaging Type

Shipmate Desktop App

In order to print shipping labels directly using Shipmate with Shopify, you must download the Shipmate Desktop App, configure the app to use your label printer and enable WebPrint™.

You can find out more about installing and configuring the Shipmate Desktop App in this user guide.

Shipmate - Desktop App

Removing Shopify

If you no longer wish to use Shopify with your Shipmate account, simply click the 'Disable Channel' button from the Shopify Channel settings page. A pop-up dialogue box will ask you to confirm whether you wish to disable the integration.

Simply click the red ‘Disable Channel’ button to confirm that you wish to disable the integration. You will then be returned to the Channels page, where you can view, enable or re-enable your Channels.

Shipmate - Disable Shopify Channel



In Use

Print Shipping Labels Button

The Shipmate Shopify plugin works by adding a 'Print Shipping Labels' option inside the 'More actions' drop-down menu inside Shopify.

Wherever you see the More actions menu, you can print shipping labels through Shipmate. The selected order(s) will be sent over to Shipmate securely for onward processing in a window within the Shopify admin area.

Shopify - Print Shipping Labels Button

Shipping an Order

From the Order screen inside Shopify admin, simply click the 'More actions' button then click 'Print Shipping Labels'. A new screen will load showing the Shipmate interface within Shopify, complete with your imported order ready for processing.

Simply confirm the packaging type, carrier and delivery service then select ‘Generate Labels’.

The labels will then be generated and be available for downloading or printing, and the tracking number(s) and tracking URL(s) will have been stored against the order in Shopify automatically.

If you are using WebPrint™, the 'Print Labels' button will be available and you can click this to send the label(s) straight to your configured printer.

Shopify - More Actions
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Shopify - Print Shipping Labels
Shopify - Import Orders
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Shopify - Generate Labels
Shopify - Processed Orders
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Shopify - Print Shipping Labels

Shipping Multiple Orders

From the Orders screen inside Shopify admin, simply select the orders you wish to fulfil, click the 'More actions' button then click 'Print Shipping Labels'. A new screen will load showing the Shipmate interface within Shopify, complete with your imported orders ready for processing, in the same way as processing a single order.

Shopify - More Actions
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Shopify - Print Shipping Labels

Choosing Number of Parcels

Shipmate will automatically start your order with the number of parcels configured in the Parcel Mapping Channel Setting - one per item or one per order. You can then edit the number of parcels for each individual order by clicking the 'Edit' link next to the number of parcels Shipmate has prepared for you.

This opens a pop-up window where you can provide the details of each of the parcels required for your order. Use the 'Add Parcel' button on the left-hand side of the pop-up to add more parcels, or the trash bin icon on the row of each parcel you wish to discard.

Once you are happy with the parcels you want to generate, click the 'Save' button.

You will then be returned to the main Shipmate order import screen where you can review the updated number of parcels, ready for processing other orders or generating your shipping labels.

Shipmate - Shopify - Choosing the number of parcels
Shipmate - Shopify - Choosing the number of parcels
Shipmate - Shopify - Choosing the number of parcels
Shopify - Processed Orders

Supplying Additional Details

It is possible to supply additional details about your shipment, such as the Despatch Date, any Contents Properties (such as Fragile, Hazardous, etc), along with any pre-configured Custom Parcel Attributes by clicking the 'Additional Details' option on the order you wish to add details to. The Additional Details will then be applied to the order ready for processing the consignment and generating shipping labels.

Shipmate - Shopify - Additional Parcel Details



Further Information

Version History

Version 1.2.0 - October 2020

Updates include:

  • Ability to edit the number of parcels for each individual order
  • Ability to choose whether to use the Shopify Order Number or ID within Shipmate

Version 1.1.0 - November 2019

Updates include:

  • Ability to choose whether to return Carrier's tracking reference or the Shipmate Unified Tracking Reference

Version 1.0.0 - November 2018

Initial version facilitates integration between Shipmate and Shopify. Features include:

  • Single and Bulk order importing
  • Saves tracking reference and URL into Shopify
  • Print labels using Shipmate WebPrint™
  • Select between one label per order or item
  • Multi-User Label Printing
  • Sets order status to "Fulfilled" when label is generated