Account Assignments
- Megan Stanage (Unlicensed)
- Megan Stanage
The Account Assignments page stores credentials and account numbers for interactions with the various carriers' web APIs.
Multiple records can be created for an individual carrier to handle different situations.
Example
If different credentials are desired when shipping to a specific customer, a record can be set up for that situation that is separate from the credentials used most of the time.
New or Edit Account Assignment
Click New to create an account assignment record. Click Edit to edit a current record.
This opens a pop-up window that is divided into three sections:
- Selection Criteria
- Test Credentials
- Production Credentials
Note
If you are using UPS Ready, the fields you can edit are limited.
See Manage UPS Credentials for more information on activating or deactivating UPS Ready.
Selection Criteria
The Selection Criteria section is evaluated when credentials are needed.
FIELD | DESCRIPTION |
Carrier | The carrier for the account assignment record. This is a required field. |
Customer | The customer being shipped to. |
Test Credentials
The Test Credentials and Production Credentials sections are used when contacting the carrier.
Note
The carrier setting that determines whether test or production credentials are used is customarily transmitted from the host system.
FIELD | DESCRIPTION |
Test Account Number | The account number to use when contacting the carrier if the carrier is set to use test API credentials. |
| Test Additional Account Number | The additional account number is used by carriers that require two account numbers, such as DHL Express.
|
Test Access Key | The access key to use when contacting the carrier if the carrier is set to use test API credentials. |
Test User Name | The name to use when contacting the carrier if the carrier is set to use test API credentials. |
Test Password | The password to use when contacting the carrier if the carrier is set to use test API credentials. |
Production Credentials
FIELD | DESCRIPTION |
Account Number | The account number to use when contacting the carrier if the carrier is set to use production API credentials. |
| Additional Account Number | The additional account number is used by carriers that require two account numbers, such as DHL Express.
|
Access Key | The access key to use when contacting the carrier if the carrier is set to use production API credentials. |
User Name | The name to use when contacting the carrier if the carrier is set to use production API credentials. |
Password | The password to use when contacting the carrier if the carrier is set to use production API credentials. |
Delete Account Assignment
Select the desired record and click Delete to delete an account assignment record.
Click OK on the confirmation pop-up window to confirm the deletion.