ShipStation Integration (Core Only)

Send InkSoft Orders to ShipStation automatically by connecting your ShipStation account to InkSoft to streamline your order fulfillment process.

Table of Contents

• Connect your ShipStation account to InkSoft

• Viewing InkSoft Orders in ShipStation

• Filter by InkSoft Store

• Create a Shipping Label in ShipStation

• Print Shipping Label from ShipStation

• View Shipped Orders in the InkSoft Order Manager

• Store Specific Email Templates in ShipStation

---

Connect your ShipStation account to InkSoft

ShipStation has made this process incredibly easy through their system. it is important to know that the vast majority of the integration takes place in your ShipStation account. 

Step 1: To get started, Log In to your ShipStation account

Step 2: Click the account settings icon in the top right part of the page

Step 3: Head to the Import Orders section on this page and click on Selling Channels

Step 4: Click on the "Connect a Store or Marketplace" button

 

 

Step 5: Browse or Search for InkSoft

Step 6: Select InkSoft, and enter your InkSoft Username, Password, and Publisher ID to securely authenticate your account.

 

Step 7: Once you've entered all of the information, click Connect

Step 8: You can give your new store a specific name here in ShipStation, and begin configuring the rest of the settings for the store setup. 

For more information on the store setup and editing the store settings in ShipStation, Click Here.

Viewing InkSoft Orders in ShipStation

Once you've connected your InkSoft account, any existing InkSoft orders marked as Ready To Ship will automatically be imported to ShipStation. No additional actions are needed from you. As new InkSoft orders move to Ready To Ship they will also be automatically imported to ShipStation.

To view your orders in ShipStation, click the Orders link in the top navigation bar:

From here you can see the stores or accounts you have on the left, and how many orders you currently have from each one. 

Click on an order to immediately see shipping details on the right. You can begin recording the package and printing your label. If you click on the InkSoft order number you can see the full details for that order:

Filter by InkSoft Store

View ShipStation orders that are specific to one of your InkSoft Stores by filtering by Source.

Steps to filter by InkSoft store:

1. Open the Other filter options menu from the Filter by options at the top
2. Select Source
3. Select Equals as the condition
4. Type the Store Name you want to filter by. 

Create a Shipping Label in ShipStation

To create a label for an individual order, click on the Order number to view the Order Details.

Steps to create a shipping label:

1. Select your shipping service
2. Select the package type
3. Enter the package dimensions (if applicable)
4. Apply any other shipping options you need (ie. Confirmation, Insurance, etc...)
5. Click Create Label when ready
6. On the next screen, review your shipping info and add additional funds if needed
7. When ready, click Add Funds and Create Label (You can also create a Test Label).

Print Shipping Label from ShipStation

You can print both a shipping label and a packing slip in ShipStation using one of the following methods:

• ShipStation Connect
• Preview the label in your Browser
• Download a PDF
• Print via Google Cloud Print 

Orders that you've shipped will show in the Shipped section of ShipStation:

View Shipped Orders in the InkSoft Order Manager

Once you have created a shipping label in ShipStation for your orders, the associated InkSoft Orders will automatically be marked as completed and moved to the "Completed Orders" section in the InkSoft Order Manager.

View Completed Orders in InkSoft by filtering from Open Orders to Completed Orders:

1. When viewing All Orders, click Open Orders ↓ 
2. Select Completed Orders from the dropdown menu
3. Click on the Order number to view the details
4. You will be able to see the shipping details and the Label Purchased in ShipStation: 

You can also see this information in the order Timeline:

Store Specific Email Templates in ShipStation

In ShipStation, you can control what email template is used for both the Shipment Notification and the Delivery Notification.

Create New Custom Email Template

1. Go to the Account Settings section
2. Select Email Templates
3. Create a new email template from scratch by clicking + New Email Template
4. Copy an existing email template and then edit the new copy (recommended)

Assign Custom Email Template in Bulk

1. Go to the Orders list view in ShipStation
2. From the order list view, select 1 or more orders using the checkbox to the left
3. Open the Bulk Update action menu
4. Select Email Template
5. Select the Shipment Email Template you want to use
6. Select the Delivery Email Template you want to use
7. Click Update Selection

Assign Custom Email Template Manually for an Individual Order

1. Go to the Orders list view in ShipStation
2. Click on an Order to view the Order Details
3. Expand the Customer Communication section
4. Select the Shipment Email Template you want to use
5. Select the Delivery Email Template you want to use

Automatically Assign Custom Email Templates using ShipStation Automation Rules

The following rule will automatically assign a custom Shipment Email Template and Delivery Email Template when the order is created in ShipStation.

Steps to create automation rule for email template assignment:

1. Go to the Account Settings Section
2. Click Add Automation Rules under the Import Orders section
3. Click + Create Rule
4. Enter a Rule Name
5. Select Orders match these specific criteria option
6. Select Order Source as the Criteria
7. Select Equals...
8. Type the InkSoft Store Name
9. Select the action Use email template for Shipment Notification...
10. Select the template you want to use
11. Click Add an Action
12. Select the action Use email template for Delivery Notification...
13. Select the template you want to use