UPS Shipping Tool

The UPS Shipping Tool integration app for Commerce7 is owned and built by a 3rd party developer (Treefrog Digital). For questions regarding custom reports, setup, or support, please contact us at hello@treefrogdigital.com.

App Technical Description

The UPS Shipping Tool exports shipping orders from Commerce7 in UPS-compatible CSV format. Files can be uploaded to the UPS portal or imported into UPS WorldShip to generate shipping labels.

When using WorldShip, a one-time file mapping is required for both import and export.

Once labels are created, users can then upload a UPS Shipping Report back into Commerce7 to fulfill orders and add tracking numbers.

The UPS Shipping Tool operates as a manual process and does not connect directly to the UPS API.

For quick access to the topic you are looking for, click the corresponding link below:

• Setup Instructions
• How to Export a Report with UPS Shipping Tool
• Importing your File to UPS
• Exporting Shipment from UPS
• Importing your UPS FIle into Commerce7
• Importing your UPS File into Commerce7 from the Order Page

Setup Instructions

1. Install the App on Commerce7

• From the Commerce7 Admin Panel, go to Apps & Extensions, then select Apps. (You must have Admin Owner role to install the app)
• Search for the UPS Shipping Tool by Treefrog Digital, click on the app, and then click Install App.

2.  When you click Install, a pop-up window will appear, choose whether to Send Shipment Tracking emails automatically or not (if enabled, customers will receive tracking info when UPS details are uploaded to Commerce7). Then click Install once more.

3. Once the app is installed, click on the Settings tab.

4. Select General Settings, then choose one of the following formats:

• UPS Portal — use this if you upload the file through the UPS website.
• UPS WorldShip — use this if you use UPS WorldShip software.

How to Export a Report with UPS Shipping Tool

1. From the Commerce7 admin panel, click Reports, then Order Reports.
2. Scroll to the bottom of the page, locate UPS Shipping Report, and click on it.

3. To export or request a report, specify a date range for the shipping orders you want to upload to UPS:

• Select the Start Date for your report.
• Select the End Date for your report.

4. Once you’ve selected your date range, click the blue Email Report button. A pop-up window will show up confirming the number of records it will process. Click on Email Report to confirm the export. 

• The system will process your request. This may take a few seconds or a few minutes, depending on the date range and the amount of information being exported.

5. Once processing is complete, you will also receive a copy of your report by email.

• Note: The download links in the email will expire 24 hours after they are sent
• If you have Admin Owner permissions, you can also view your download and check its progress from the Bulk Action area, located in the app settings.

Importing your File to UPS

1. Prepare your file

• The file you download will be in CSV format.
• Open the file and remove:
  • Any rows for orders you do not want to create a label for.
• Save your updated CSV file.

2. Sign in to your UPS account.
3. Under Shipping, select Batch File Shipping, then Ship Now.

4. Upload your file
   • Click Browse for file, and select your prepared CSV File.
   • Select or enter a Shipping Address
   • Then select your Payment Type
   • Click on Process Batch. (We don’t recommend using the Preview Batch option, as it often doesn’t work correctly and may return an error.)

Exporting shipment information from UPS

From the UPS Portal:

1. Under Shipping, select View Shipping History.

2. Modify the date range.

• By default, UPS displays shipments created on the current date.
• If your shipments were created on previous days, update the date range to include the dates when the labels were created.

3.   Click Export, choose CSV as the file format, and save the file to your computer.

Importing your UPS File into Commerce7

1. Prepare your file

• Open the file and:
  • Make  sure the file contains the following columns: Shipped Date, Shipment Tracking #, and Reference #1
  • Remove any other columns and delete any empty rows
  • Verify the Shipped Date is in one of the following formats: M/D/YYYY, MM/DD/YYYY, YYYY-MM-DD, DD MMMM YYYY, D-MMM-YY, M-D-YY, D-M-YYYY
• Save your updated file as a .CSV file.

2. In Commerce7, go to Reports → Order Reports → UPS Shipping Report

3. Click Import, then select Upload Tracking Numbers

4. Enter a name for your import under Title (this name is an internal reference only).

5. Upload your .csv file and click Save

6. Your import will appear in the list, where you can monitor its progress and status and see if any orders encountered errors.

7. Once the import is done, you can click on the import to view detailed results, including which orders were successful and which ones errored out.

Importing your UPS File into Commerce7 from the Order Page

You can also import your file from the Order page. However, this option won’t show detailed import results (such as which orders succeeded or errored out). To view that information, go to Reports → Order Reports → UPS Shipping Report.

To import your file from the order page:

1. In Commerce7, go to Store → Orders.
2. Click More Actions → Upload UPS Shipping Report.

3. In the Upload window that appears, enter a name for your import under Title (this name is an internal reference only).
4. Upload your .csv file and click Save.