FedEx Shipmanager Install and Setup

Shannon Obanion Updated by Shannon Obanion

FedEx ShipManager Install and Setup

Prerequisites:

Install is very straight forward. No specific settings needed, just install to the location you want the software and Click Next all the way through.

Integration Setup

  1. Open FedEx Ship Manager and go to Integration > Integration Assistant

  1. From the Begin Tab, choose both Import and Export Integration Type. Select Continue >

  1. From the Import Tab>Source:
  • The software will find the ODBC
  • Login using the ShippingUser credentials

  1. From the Import Tab > Shipping: Choose Single label for packages.
  • Then be sure to answer Yes/Yes/No for the 3 questions

  1. From the Import Tab>Lookup: Leave the first radio button selected for the method of Lookup.

  1. From the Import Tab>Information:

Choose Recipient on the left and Select the following:

  •   Address 1*
  • City *
  • Contact Name
  • State/Province
  • Postal Code
  • Country

  1. On the IMPORT Tab > Package:

Choose the following: Customer Reference > Select OK

  1. From the Match Tab Choose SaleTransactionShippingAddressView as the default table.
  •    For Address 1 = Patient Address
  •    City =City Contact
  •    Name = PatientFullNameFirstThanLast
  •    Postal Code =ZipCode
  •    State/Province =StateCode
  •    CustomerReference = SaleReceiptNumber
  •    Country = set default to US

  1. Select Continue
  2. 10. When asked for the Primary Index choose: Barcode
  • Select OK then OK again for Conversion.

Export Map

  1. From the Export Tab > Method Select the following options:
  • Each time a shipment is completed
  • Insert a new record
  1. Select Continue >

  1. From the Export Tab > Information

A)

  • Select Tracking Numbers from the Left Column
  • Then Select Master Tracking Number

B)

  • Select Package from the Left Column
  • Select Customer Reference

  1. From the Export Tab > Match
  • Select Shipment as the primary table
  • Master Tracking Number = TrackingNumber
  • Customer Reference = SaleReceiptString

How did we do?

Endicia Install and Integration Setup

ODBC Setup Guide

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