Self-Managed EasyPost Carrier Connection

Table of Contents

• Overview
• Considerations
• Benefits
• Limitations
• Cost
• How to create a Self-Managed EasyPost Carrier Connection
• Understanding and Using EasyPost 
• Disconnecting an existing Self-Managed EasyPost Carrier Connection
• Recommended Next Steps

Overview

The Self-Managed EasyPost Carrier Connection allows you to connect your own carrier accounts to CartonCloud. This enables you to book and manage shipments, access live rates and generate shipping labels within CartonCloud using your BYO carrier rates and/or via the walleted rates from EasyPost.

Considerations

• You will require a EasyPost account. This can be created on demand directly from within CartonCloud when you enable the integration. See the steps below. 
• Carrier Selection Rules allow you to automatically assign the most suitable carrier during packing. These rules will need to be set up once the connection is enabled. See here for details.
• Carrier Account Mapping allows you to define a set of rules that automatically update the Carrier, Delivery Run, and Service Type on a Consignment after a shipment is booked through a Carrier Connection.Carrier Account Mapping will need to be set up once the connection is enabled. See here for details. 
• This is a paid integration; please ensure you read the included costs below. 
• You need to use the Pack Screen to access Carrier Connections. 

Benefits

• Manage all shipments from within CartonCloud - book shipments, compare rates and print labels all from the Pack Screen. 
• Streamline the packing process. 
• Use your existing carrier agreements and pricing (BYO) or use EasyPost’s Prenegotiated Carrier Rates (Walleted Rates).
• Access rate shopping across multiple carriers.
• Avoid paying for a separate EasyPost subscription.
• Consolidate workflows into a single system.

Limitations

If you have an existing EasyPost account, there is currently no way to connect it to CartonCloud. If you have an existing EasyPost account and want to move to one provided by CartonCloud refer to the steps below.

Cost

• No EasyPost subscription or label fee.
• CartonCloud fee per connection. The fee is charged per EasyPost account, not the number of carriers connected to that account. 

How to create a Self-Managed EasyPost Carrier Connection

At the Customer level:

• Navigate to Self-Managed Integrations by typing Self-Managed Integrations into the Search for anything.
• Select the Customer you wish to set the integration up for.
• Select EasyPost. 

• Click Configure.

• An EasyPost account will be automatically created for you. 

• You will receive a pop-up message confirming the connection was successful. A green number will appear against the EasyPost Carrier, indicating the number of accounts connected. 
• Click Reconfigure to access your EasyPost account. 

At the Organisation level:

• Navigate to Self-Managed Integrations by typing Self-Managed Integrations into the Search for anything.
• Under My Organisation select Edit Integrations. 

• Select EasyPost. 

• Click Configure.

• An EasyPost account will be automatically created for you. 
• You will receive a pop-up message confirming the connection was successful. A green number will appear against the EasyPost Carrier, indicating the number of accounts connected. 
• Click Reconfigure to access your EasyPost account. 

You will now see shipping rates appear on the Pack Screen when packing orders.

 

Understanding and Using EasyPost 

To access your EasyPost account use the Reconfigure button on the Carrier Connection setup. 

From here you can:

• Add or remove carriers
  • Select Carriers from the side navigation and either enable carriers in the Wallet Carrier Accounts section or scroll down and select Add Carriers.
  • For the BYO carriers (carriers not included in the Wallet Carrier Accounts with EasyPost) you will need to enter your account information. For more information see here. 
• Add payment details to pay for freight:
  • Navigate to Wallet in the side navigation.
  • Click Setup Wallet. 
  • When using Wallet rates from EasyPost, you will be billed directly from EasyPost for these shipments at the end of each week. This is not charged or managed by CartonCloud, and is a direct commercial relationship between EasyPost and your company.

Disconnecting an existing Self-Managed EasyPost Carrier Connection

• Navigate to Self-Managed Integrations by typing Self-Managed Integrations into the Search for anything.
• To disconnect an Organisation level connection, select Edit Integrations. 
• To disconnect a Customer level connection, select the relevant Customer.
• Select EasyPost.
• Select the bin icon to remove the connection. 

 

Recommended Next Steps

• Set up Carrier Selection Rules.
• Set up Carrier Account Mapping.