How to Set Up FedEx® Hold At Location as a Carrier

Overview

In this article, we will describe how to connect FedEx Hold At Location as a carrier in your ShipperHQ account. When setting up your FedEx carrier in ShipperHQ, you’ll need certain credentials that will allow ShipperHQ to connect to the FedEx servers and obtain a rate quote. This article covers gathering the info you need, setting up FedEx in your ShipperHQ account, and info on how to best manage your connection between ShipperHQ and FedEx.

You will need to alert your customers that they only have 5 business days to pick up their package at a FedEx Hold At Location Retailer. And, this is currently only available for people shipping within the United States.

Requirements

When connecting your FedEx Hold At Location Account to ShipperHQ, you’ll need certain credentials that will allow ShipperHQ to connect to the FedEx servers and obtain a rate quote. Follow the steps below to obtain your:

  • FedEx Account Number
  • FedEx Web Services Meter Number
  • FedEx Web Services Authentication Key
  • FedEx Web Services Password

Register for a FedEx Online Account

If you already have a FedEx Online account connected to a FedEx Account, proceed straight to the Generating Credentials steps below. Otherwise, follow these steps to get those elements set up first.

  1. If you don’t have a FedEx Hold At Location Account and Account Number, you’ll need to contact FedEx, set up an account, and get your Account Number before proceeding.
  2. If you don’t have a FedEx Online account yet, go to FedEx.com and click the Sign-Up button in the top right corner and set one up.
  3. If you haven’t yet connected your FedEx Online account to your FedEx Account, log in at FedEx.com and click your user name, choose “My Profile”, then choose “Account Management.” Here you can see if you already have your accounts linked or add an account if not.

Generating Credentials

You’ll also need a specific set of credentials to connect your FedEx Account to ShipperHQ which can be generated at the FedEx Web Services Developer Center following these steps.

Note Even if you already have FedEx Web Services credentials, it’s recommended to follow these steps to create a new set of credentials for use with ShipperHQ. This will ensure that your existing connection is unaffected by your new connection.
  1. Go to the Register for Production Keys form and log in with your FedEx Online username and password (or continue if already logged in).
  2. Set “Do You Intend to Reseller Your Software?” to “No”, check the box for “FedEx Web Services for Shipping”, choose “Corporate Developer”, and continue
  3. Accept the User Agreement and continue
  4. Enter your FedEx Account Number and verify that the contact information is correct for your company or update if not then continue
  5. Leave the “update profile” box unchecked and continue
  6. On the next page, you’ll find your Authentication Key and Meter Number. These will be required when setting FedEx up in ShipperHQ so save these in a secure location
  7. The last piece of information you need is the password which will be sent to you by email with the subject “Your developer Production Key Registration is complete” to the email address on your FedEx Online account. This will be a random alphanumeric string and is different from your FedEx Online login password.

Now that you have your FedEx Web Services Authentication Key, Meter Number, and Password as well as your Account Number you can continue to Connecting ShipperHQ to Your FedEx Account.

Steps To Add This Carrier

  1. Go to the carriers page in the ShipperHQ dashboard
  2. Click Add New to add a new carrier
  3. Select Small Package carrier type
  4. Select install carrier to begin installing FedEx carrier
  5. Search for the FedEx Carrier under ‘Small Package Carriers’
    • You can filter by carrier type or by installation status using the dropdown menus near the search bar
    • Begin to install and validate a selected carrier by clicking the “install” button directly on the listing or click anywhere else on the listing to view a detailed page with more information about the carrier including information required for validating the carrier.
  6. Review required information required to complete installation and click Continue
  7. Enter your FedEx Account Number, Password, Meter Number, and Authentication (services) Key. 
    Note: Successful installation depends on the accurate entry of the account information required by each carrier. If you do not have the correct information you will not be able to validate your carrier and receive live rates. 
  8. Once the installation is complete, you will be presented with:
    1. The option to enable your carrier right away. (Enabling your carrier at this time will turn its rates on immediately even before you have made any configuration adjustments to it)
    2. Begin to configure. Continuing with this button will take you to the carrier’s configuration page.

Steps After Carrier Configuration

Once you have finished configuring FedEx® Hold At Location as a carrier you will need to customize a few fields to make sure that you are designing your Hold At Location options to best meet your customers’ needs. You will find these options on the carrier level on the Basic tab. The Basic tab is the first view that will show up when you select the carrier.

Setting Maximum Number of Locations 

Once you scroll down from the view above, the next heading you will see is for Account Settings. The Maximum Number of Locations field is located on the bottom left. This is where you will be setting the maximum number of locations that will be shown to your customers during the cart and checkout experience.

Setting Maximum Distance for pickup 

Once you scroll down from the view above, the next heading you will see is for Account Settings. The Maximum Distance for Pickup field is located on the bottom right. This is where you will be setting the range of distance for pickup that will be shown to your customers during the cart and checkout experience.

Things to keep in mind while deciding on your settings for these two options: 

  1.  It is important to design your options based on where the majority of your customers are based. Are your customers urban or rural? You will most likely want to change the maximum distance and locations number options respectively to consider this. For example, if your customers are primarily in an urban location it would be beneficial to throttle the maximum distance because more locations will be available inside a smaller geographic area. If your customers are located in a more rural area, it would be beneficial to show more locations over a larger maximum distance.
  2. If you have multiple shipping methods available (which will be shown at the bottom of the carrier setup page) it will show each number of methods for each location. For example, if you have 3 shipping methods (Ground, 2nd Day, First Overnight) and 2 locations set as your maximum then it will return the customer 6 options to choose from during the checkout experience.

Troubleshooting

ShipperHQ connects to your FedEx account by generating FedEx credentials as described above which means that the shipping rates and options available through ShipperHQ should match the rates you get through FedEx ShipManager, FedEx.com, or any other tool you use to get rates or print labels for FedEx.

If you find that your rates through ShipperHQ are not matching what you expect to receive from FedEx, there are a number of troubleshooting steps that you can take to determine why this may be the case.

If you determine that the response from FedEx themselves, FedEx Web Services Support can be contacted at websupport@fedex.com

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