Shippit Install Guide

What is Shippit

Shippit provides a freight booking and tracking solution for both small and large businesses
Their solution gives Businesses/users access to booking their consignments through the shippit online platform. The rates for shipping are generally provided through based on the competitive rates pre-negotiated by Shippit

The list of current carriers include

  • Fastway
  • Australia Post
  • Couriers Please
  • TNT
  • DHL
  • Startrack

001.png

JCERP NS Installation

Install Overview

Note: Please speak with Shippit to get your test environment account created.

The Shippit Bundle on Netsuite automates the process involved in setting up a Netsuite account with various roles and permissions in order to start integrating orders with Shippit. 
 
The Bundle will make the following changes to the user account
  • Install related integration scripts
  • Create a Shippit Integration Role Shippit Integration”
  • Create various fields for transactions and entity records 

Installation Steps

  1. Install Shippit bundle on Netsuite to get the Webservices Account ID
  2. Shippit Connect Preferences
  3. Create a Netsuite Access token to retrieve the Token Id and the Token Secret
  4. Linking Shippit with Netsuite
  5. Enter Shippit API Key in Netsuite
  6. Configure Netsuite bundle with Shippit API key (required for Shippit to receive orders from Netsuite via webhook)
Prerequisites:
  • Ensure an account has been created on shippit.com by registering.
  • Also ensure the Billing Information page is complete so authentication details can be generated once a valid credit card has been verified.

1. Install Shippit bundle on Netsuite 

  1. Request provisioning of the Bundle for installation
  2. Ensure you're logged in as a user that has an appropriate level of access e.g. an admin or eCommerce manager
  3. Find the bundle through the top navigation bar and go to Customization > SuiteBundler > Search and Install Bundles
  4. Search for "Shippit Integration" and click on the bundle link
  5. Click "Install" and once again on the following screen
  6. Select "OK" when the confirmation pop-up appears
  7. You can check the progress of your integration by clicking on "Refresh" on the "Installed Bundles" page 
  8. To view installed bundles navigate to Customization > SuiteBundler > Search and Install Bundles > List

002.png

2. Shippit Connect Preferences

  1. Enable Token based Authentication
    1. Go to Setup>Company>Enable features
    2. Tab - Suitecloud
    3. Tick on Token based authentication”
    4. Click Save
  2. On the top navigation bar go to Setup > Shippit > Preferences and click "Edit" (on the only record/row visible) to access your Shippit Connect Preferences page (DO NOT CLICK NEW - There should only ever be 1 record)
  3. On this page, select a user account from the drop-down and choose the user you just gave the Shippit Integration role access to. 
  4. Also on this page, under "API Server" please select which Shippit environment you want to integrate with i.e. Shippit staging (sandbox) or Shippit production (live)
  5. Save. (Authentication Token” will be blank at this stage)

003.png

 

3. Creating Your access token

  1. In Netsuite, navigate to Setup > User/Roles > Access Tokens > New

004.png

  1. Please selec the following drop - down options:
    • Application Name: Shippit
    • User: You or the Admin
    • Role: Shippit Integration
  2. The token name can be one of your choosing e.g. Shippit Connector

005.png

  1. Please note down the Token ID and the Token Secret

006.png

Note: Please do not exit or leave this page as you will need to copy/paste the above token details into the Shippit integration set up page.

4. Linking Shippit with NetSuite

  1. Go to your Shippit account and after selecting the drop-down navigation at the top right of the page go to Settings > Integrations 

007.png

  1. In the list of integrations, click on the Netsuite logo
  • This should display a page to enter in your Netsuite credentials 
  1. Please select your Netsuite environment and enter in your Netsuite credentials 
    • Webservice Account ID
    • Token ID
    • Token Secret

008.png

  1. Click "CONTINUE" to finalise the integration connection.

5. Enter your Shippit API key in Netsuite

  1. After authentication please scroll up and copy your Shippit API key

009.png

Head back into Netsuite and go back to Shippit Connect Preferences page (please make sure you click "Edit" and not "View") 

010.png

  1. Paste your Shippit API key in the "AUTHENTICATION TOKEN" field and click "Save"
  2. Your Shippit Webhook URL should now be populated (this is required when fulfilling orders in Netsuite)

011.png

 

Congratulations, Your Netsuite and Shippit accounts are now linked!
 

Configure the Shippit Account

After successfully integrating Netsuite into Shippit, you will need to set up your order sync and fulfillment settings. 
 
This section of the guide covers: 
  • Integration Settings (Orders & Fulfillments) 
  • Sending orders to Shippit in Netsuite 
  • Importing orders manually from Shippit 
 

6. Shippit Integration Settings 

 
Note: the following settings can also be accessed and updated in Shippit Connect
 

6-1. Orders 

  1. Log into your Shippit account 
  2. After integrating Netsuite into Shippit, you should land on the Netsuite Integration Settings page on the Shippit platform (You can also navigate to this page by going to Settings > Integrations
  3. Under Orders
    1. Default Email: Ensure the default email address field is not empty (this is due Netsuite not requiring emails to be mandatory) we recommend you use the same email as your netsuite account 
    2. Order Locations: Please select which stores you wish to sync your orders from
Note: The Auto-sync New Orders will eventually be depreciated in favour of the order sync webhook we built into the Netsuite bundle. Please set this as "NO"
 
012.png

6-2. Shipping Method Mapping 

Here you can type in any existing shipping methods that you configured on Netsuite and map them to a particular Shippit service type. 
 
Note: Shipping methods are STRING based fields hence the exact value must be entered in 2. Click "Update" to save those changes
 
Wildcards () can be used E.G. [Bulky*] will match with any NS shipping method starting with Bulky”
 
013.png

6-3. Fulfillments 

  1. Under Fulfillments: By default "Fulfill Orders" should be set to "Yes" with the status marked as "Shipped" 

014.png

When an order is booked on Shippit, a fulfillment record will be created in Netsuite which includes information on what was shipped and the Shippit Tracking ID

015.png

Sending Orders by Shippit in NetSuite

7. Manually Sending Orders

Option 1 - Enabvle Sales order listener
  1. In Netsuite, open and view any order that is pending fulfillment and has a committable qty of stock allocated. Conditions include
    1. Salers order is approved
    2. Stock is commited
    3. Location is associated to Shippit
Option 2 - Enable Send to Shippit button
  1. You should see a "Send to Shippit" button 
  2. Press this button to send the order request to Shippit.
  3. You should see a confirmation message at the top of the page if successful. 

016.png

017.png

Important Std Netsuite considerations

Item records

Shippit calcuates the parcel information based on weight
  • Weight field must be populated
 

Bin location

  • When using bin locations Fulfilment will error if there is insufficient stock
 

Setup>Accounting>Shipping

Shipping Items are required and must be matched to the Shipping methods in Shippit
 

FAQ 

 Q. Locations in Shippit are not updating

The user account used in NS for integration must have access to the locations, ensure a user with an appropriate access role is defined in the Access Token.

Q. An integration for Shippit to NetSuite/JCurve ERP and also a Website to Shippit integration is required (E.G. Live shipment quoting is required from my website)

Shippit in this case will set up a secondary Shippit integration environment, the Primary account will be used for Integration with NetSuite and fulfilling and tracking orders. A secondary account is used for the integration with the website for the purposes of retrieving the freight quotes for the checkout process. These accounts will be linked in the Shippit portal for dual access with one login.

Q. Can Shippit handle Serials/batches/Bins in JCurve ERP.

Serials/batches/Bins data must be assigned on the Sales Order before sending to Shippit

 Q. Is the Shippit tracking number recorded in JCurveERP?

Yes tracking numbers are recorded once the shipment is booked

Q. Can Shippit provide a realtime quote for shipping whilst entering a Sales Order or Quote?

This feature is currently not available and is noted for future enhancement.

Bundle Contents

bundle.png

Did this help? If not, try contacting us Submit a request

Comments