How to set up ShipperHQ to get Live Rates

Overview

This document will outline how to get started with setting up a ShipperHQ account when you want to use live rates from a carrier such as UPS, USPS, FedEx, DHL, etc. In this case, ShipperHQ will pull the rates from the designated carrier using account information you have set with the carrier.

These carriers can be:

  1. Live rate small package carriers like UPS, FedEx, or USPS
  2. Live-rate LTL freight carriers and 3PLs like Cerasis, UPS Freight, or YRC

All of these carriers can be set up from the Carriers section in your ShipperHQ dashboard.

Optionally you can apply carrier rules to a Carrier in order to manipulate the rates. For example you could say show UPS live rates but have a rule that surcharges UPS Ground by 10% if BIKES are in the cart.

How live rate carriers work in ShipperHQ:

  1. Your customers reach the checkout and enter their billing information
  2. ShipperHQ takes the shipping information such as address and product details from that order and then converts it into a request sent to the carrier.
  3. The carrier returns package details, rating information and other details back to ShipperHQ.
  4. ShipperHQ filters out or adjusts this information as needed and returns the final result back to the cart.
  5. The customer will see the rates and options based on what you have set up within your ShipperHQ account

Creating a Carrier

To create a carrier click Add New on the Carriers page. If you do not see this button its possible you have exceeded the maximum allowed carriers for your plan.

Then, fill in the required information in the popup by following the steps in our Carrier Configuration doc.

Screen Shot 2017-08-10 at 11.22.17 AM

 

Now you have the carrier you will need to configure it!

Basic Configuration

It’s important to realize just because their are options you do not need to use all of them.  We advise the following options are important to look at:

  • Origin – Its important a carrier belongs to at least 1 origin if you want rates to show for it
  • Account Details – If you have a live carrier then you must set up the account details else it cannot connect. We do not provide accounts for you, all rates are dependent on your account with your carrier
  • Negotiated Rates – Where applicable please ensure you select what types of rates to show. This is your responsibility
  • Display Restrictions – Need to use UPS in US 48 only? This is the place to specify it
  • Shipping Methods – You need to select what shipping methods/services to show in the checkout. For example you may want to show just UPS Ground and not Next Day Air

These are the basics of getting rates to show. In most cases the rest of the configuration in carriers does not need to be touched.

Advanced Configuration

We offer many additional features for the more advanced user. These include:

  1. Handling fee support
  2. Package/carrier weight limits
  3. Error handling
  4. Minimum/Maximum Carrier fees

Specific Carrier Options

In addition to general configuration there are settings that are specific to the carrier type.

Small Package Carriers

Carrier Description Region Further Details
UPS Connect to a UPS account, choose the shipping methods to make available, and retrieve rates via the UPS API US+INTL, UK UPS Carrier Configuration
UPS Canada Connect to a UPS account, choose the shipping methods to make available, and retrieve rates via the UPS API US+INTL, CA UPS Canada Carrier Configuration
UPS SurePost Connect to a UPS account, choose the shipping methods to make available, and retrieve rates via the UPS API US+INTL UPS SurePost Configuration
UPS Access Point Connect to a UPS account, choose the shipping methods to make available, and retrieve rates via the UPS API US+INTL UPS Access Point Configuration
FedEx Connect to a FedEx account, choose the shipping methods to make available, and retrieve rates via the FedEx API US+INTL, UK, AU FedEx Carrier Configuration
FedEx SmartPost Connect to a FedEx SmartPost account, choose the shipping methods to make available, and retrieve rates via the FedEx SmartPost API US+INTL
USPS (US Postal Service) Choose USPS shipping methods to make available and retrieve rates via the USPS API US+INTL USPS Carrier Configuration
Canada Post Connect to a Canada Post account, choose the shipping methods to make available, and retrieve rates via the Canada Post API US+INTL Canada Post Carrier Configuration
Australia Post Connect to a Australia Post account, choose the shipping methods to make available, and retrieve rates via the Australia Post API US+INTL, AU AusPost Carrier Configuration
DHL Connect to a DHL account, choose the shipping methods to make available, and retrieve rates via the DHL API US+INTL, UK, AU DHL Configuration
GSO Connect to a GSO account, choose the shipping methods to make available, and retrieve rates via the GSO API US+INTL GSO Carrier Configuration
fastway Connect to a fastway account, choose the shipping methods to make available, and retrieve rates via the fastway API US+INTL, AU fastway Carrier Configuration
Startrack Connect to a Startrack account, choose the shipping methods to make available, and retrieve rates via the Startrack API US+INTL, AU Startrack Carrier Configuration

LTL Freight Carriers

LTL Freight carriers share a number of configuration options. See the LTL Freight Configuration Overview for an explanation of these options. The following carriers also have their own configuration page.

Carrier Description Region Further Details
UPS Freight Connect to a UPS Freight account and retrieve rates via the UPS Freight API US+INTL UPS Freight Carrier Configuration
Echo Echo API Connector US+INTL Obtaining Echo Credentials
ABF Connect to a ABF account and retrieve rates via the ABF API US+INTL ABF Carrier Configuration
Cerasis Connect to a Cerasis account and retrieve rates via the Cerasis API US+INTL Cerasis Carrier Configuration
Estes Connect to a Estes account and retrieve rates via the Estes API US+INTL Estes Carrier Configuration
FedEx Freight Connect to a FedEx Freight account and retrieve rates via the FedEx Freight API US+INTL Fedex Freight Carrier Configuration
Old Dominion Connect to an Old Dominion account and retrieve rates via the Old Dominion API US+INTL Old Dominion Carrier Configuration
Primus Connect to a Primus account and retrieve rates via the Primus API US+INTL
ReTrans Freight Connect to a ReTrans Freight account and retrieve rates via the ReTrans Freight API US+INTL ReTrans Carrier Configuration
R&L Connect to a R&L account and retrieve rates via the R&L API US+INTL R&L Carrier Configuration
Vitran Freight Connect to a Vitran Freight account and retrieve rates via the Vitran Freight API US+INTL Vitran Carrier Configuration
XPOLogistics (formerly Con-way Freight) Connect to a XPOLogistics account and retrieve rates via the XPOLogistics API US+INTL XPO Carrier Configuration
YRC Freight Connect to a YRC Freight account and retrieve rates via the YRC Freight API US+INTL YRC Carrier Configuration

Next Steps

Now that you have your live rate carriers set up you may want to set up Carrier Rules to manipulate those rates and options with restrictions, surcharges and/or discounts. Or, you may want to set up a Custom Rate Carrier.