How to Set up UPS with Credentials

Overview

When setting up your UPS carrier in ShipperHQ, you’ll need certain credentials that will allow ShipperHQ to connect to the UPS servers and obtain a rate quote. Follow these directions to obtain/set-up the necessary credentials.

Create a new UPS Carrier

The first step is to create a new UPS carrier in ShipperHQ.

  1. Click on Carriers in the left-hand navbar
  2. Click the Add New button to add a new carrier
  3. Enter the name you want to use for this carrier in the Carrier Name field (e.g. “UPS”)
  4. Select “Small Package” from the Carrier Type select
  5. Select “UPS” from the Carrier select
  6. Click Create Carrier

Fetch a UPS Invoice

In order to connect ShipperHQ to your UPS account, you’ll need your most recent invoice. This can usually be downloaded at UPS.com. If not, you’ll need to find the physical copy of the most recent invoice received from UPS. If you have not received an invoice from UPS in the preceding 90 days, no invoice is required to register and you can skip this section.

  1. Go to UPS.com and click the “Log-in” link at the top of the page. Log in with your UPS.com username and password.
  2. Once logged in, select “Billing” in the “My UPS” drop-down in the navbar
  3. Click the “Access” button to access the UPS Billing Center
  4. In the “Billing Center Quick Links” section, click “View Invoice”
  5. You should see a list of recent invoices under the “Invoice Information” header. Click the Invoice Number for the most recent invoice (it doesn’t matter if you’ve already paid or not).
  6. Click the “View/Download Invoice Data” button at the bottom of the page and select “PDF” and click “Submit” to view the invoice PDF
  7. You’ll need information from this Invoice to connect ShipperHQ to your UPS account

Example Invoice

Your invoice may vary somewhat from this example invoice but this helps identify where to find the required invoice information.

Example UPS Invoice
Example UPS Invoice

Register ShipperHQ with UPS

          Screen Shot 2015-10-14 at 11.54.11 AM

  1. Back in ShipperHQ and looking at your new UPS carrier, open the Account Settings Panel and click the Register Credentials Now button.
  2. If you do not already have a UPS Shipping Account, click the Create UPS Account on the left to get that set up and then return to ShipperHQ to complete this process once you’ve set up an account with UPS
  3. If you already have an account with UPS and have access to your most recent invoice (or have not received a UPS invoice in the preceding 90 days), click the Register Credentials button
  4. Read and scroll all the way to the bottom of the License Agreement and click the I Agree button. I you need to print the agreement out for review, a print button is provided.
  5. On the Customer Info page, fill in your company details and click Next. Important: The address entered here must be the address where UPS picks up shipments. This may differ from your account or billing address shown on your Invoice.
  6. Screen Shot 2015-10-14 at 12.09.25 PMEnter your UPS Account Number
  7. If you have not been invoiced in the preceding 90 days, click the No, not invoiced in past 90 days button.
  8. If you have been invoiced in the preceding 90 days, click the Yes, invoiced in past 90 days button.
  9. Select your country and enter the Invoice Number and Charges this Period that are shown on your invoice.
  10. Click the Invoice Date field and choose the date of the invoice from the calendar
  11. Enter the Control ID if present on your invoice. Some invoices may not have a Control ID present. If it is present, it will generally be listed in the summary at the top right corner of the first page of your invoice.
  12. Click the Next button

Troubleshooting

If for some reason your invoice is not accepted on your first attempt, double check all of your information. Most common causes of being unable to register are:

  • Not using the most recent invoice UPS has generated. See the “Fetch a UPS Invoice” section above for how to download your most recent invoice.
  • Entering the Account or Billing address instead of the Pickup address on the Customer Info screen. The address entered must be the address of the primary location where UPS picks up packages
  • Entering the wrong invoice date or charges this period. These must match exactly what was shown on your UPS invoice

Attempting to register unsuccessfully three times will disable your account for 24 hours. You will still be able to use your UPS account, but will not be able to attempt to register for another 24 hours.