Table of Contents


Background

First Things First

The Process

Uploading the UPS Rate File

Uploading the UPS Zone File

What's Next?

Still Need Help


Background

ShipWorks version 5.14 or later allows you to optionally import your UPS account's rates from an Excel file and store those rates locally in the ShipWorks database. With this feature enabled, ShipWorks displays the imported rates on screen when you configure UPS shipments. This can help to improve performance when processing UPS shipments and also gives you the ability to compare rates across your shipping providers (including UPS) when using ShipWorks’ Best Rate feature. Your actual cost for processing a UPS shipment is not affected by using this feature.


This article will guide you through the process of importing your UPS account specific rate and zone files into the ShipWorks software.


First Things First 

  • If you have not already done so, please follow the steps in the below articles.  These articles will guide you through configuring your UPS account rates and zones into a file format that can be imported into the ShipWorks software.
  • Please be sure that you have ShipWorks version 5.14 or later installed.  You can check your version of ShipWorks by clicking on the Help tab and then on the About ShipWorks button. For assistance with upgrading your version of ShipWorks, please see this article.
  • You will need to be logged into ShipWorks as a user with administrator rights.
  • It is also important to note that if you have previously imported a local rates or zone file into ShipWorks, importing another file overwrites any previously imported rates or zones. 



The Process


Uploading the UPS Rate File


Regarding Multiple UPS Accounts in ShipWorks: Please note that if you have more than one UPS account added to ShipWorks and you wish to use Local Rating with each UPS account, you will need to follow the steps in this section for each UPS account separately.


1.  In the ShipWorks software, click on the Manage tab and then on the Shipping Settings button.



2.  Select UPS from the list of providers.



3.  Select the UPS account for which you would like to import the UPS rates from the UPS Accounts list.  Then click the Edit button.



4.  Select the Local Rating tab located at the top of the UPS Account window.



5.  Click the Upload Rate File... button.  Read and then click OK to acknowledge the ShipWorks local rates message.



6.  Navigate to the ShipWorks_LocalRatesFile.xlsx (the UPS rate import file you created in the previous article).  Select your rate file and then click on the Open button.



7.  ShipWorks will import the rates from the file you selected in step 6.  You will receive a notification when the file is imported successfully and the Last Upload: date will be displayed.

If you encounter an error during the upload process, please refer to the article UPS Local Rates - Troubleshooting Guide.




Rate Checking: During the rate upload process, ShipWorks attempts to validate that the rates are correct and will display an error if a discrepancies are detected. If ShipWorks detects that the rates do not match, an error will be displayed listing the discrepancies so that you can easily identifying the cause of the error.


If you encounter an error during the upload process, please refer to the article UPS Local Rates - Troubleshooting Guide.




Uploading the UPS Zone File


Regarding Multiple UPS Accounts in ShipWorks: You only need to import the ShipWorks_ZoneFile.xlsx worksheet one time. When you import the worksheet for any of your UPS accounts in ShipWorks, ShipWorks updates all of the zones for each of your connected UPS accounts.


1.  You should still be on the Local Rating tab.  If not, follow steps 1 - 4 in the previous section.


2.  Click the Upload Zone File... button.  



3.  Navigate to the ShipWorks_ZoneFile.xlsx (the UPS zone import file you created in the previous article).  Select your zone file and then click on the Open button.



4.  ShipWorks will import the UPS zones from the file you selected.  You will receive a notification when the file is imported successfully and the Last Upload: date will be displayed.





Rate Checking: During the zone upload process, ShipWorks attempts to validate that the rates are correct and will display an error if a discrepancies are detected. If ShipWorks detects that the rates do not match, an error will be displayed listing the discrepancies so that you can easily identifying the cause of the error.


If you encounter an error during the upload process, please refer to the article UPS Local Rates - Troubleshooting Guide.



What's Next?

Now that you have imported your UPS account specific rates and zones into the ShipWorks software, you can enable and begin to use UPS local rating.


UPS Local Rates - Enabling and Using UPS Local Rates


Still Need Help?

Please feel free to reach out to one of our awesome Customer Care Representatives in St. Louis. We are happy to help.