Adding an Existing UPS Account to ShipWorks

Shipping with UPS has never been easier. Do all your UPS shipping right from within ShipWorks. Just enter your existing account and ShipWorks will provide you with the ability to select service options and print shipping labels without having to export data or cut-and-paste information into other applications.

This article will guide you through how to add your existing UPS account to the ShipWorks software.

Note: If you are signing up for a new UPS from ShipWorks account for use with ShipWorks One Balance, please follow the steps outlined here.

You will also need your UPS account credentials and information available so that you can enter the correct information into ShipWorks when prompted.

1. Click on the Manage tab and then on the Shipping Settings button.

2. On the Shipping Settings screen, select UPS from the list of shipping providers on the left.

3. With UPS selected, click on the Setup button.

3a. If you already have a UPS account added to ShipWorks and are adding an additional UPS account, click on the Add button.

4. On the Account Registration page, enter your UPS account number into the Enter Your UPS Account Number field, and then click Next.

5. Review the UPS Agreement. Select the option for Yes, I accept the agreement. Then, click Next.

Note: If you wish, you can print the Agreement by clicking on the Print Agreement button.

6. Enter your UPS account information. All fields are required. Then, click Next.

7. The Configure how ShipWorks displays shipping rates screen allows you to select how your UPS rates are displayed in ShipWorks. This screen does not affect what rates you are charged by UPS, only how your rates are displayed for you inside of ShipWorks. If you have negotiated rates with ShipWorks, please select the Negotiated (account based rates) option and then follow the steps in this article. Otherwise, in most cases, you can leave the default rate type of Daily Pickup.

Then, click Next.

8. The Labels screen allows you to specify the label format you need for the type of printer you will be using.

Once you have selected your label format, click Next.

9. As a ShipWorks customer, you are eligible for the UPS Discounts Program as long as you do not already have a customized shipping agreement with UPS. For more information on how to activate the ShipWorks Exclusive UPS Discounts Program,see 'When Adding a UPS account to ShipWorks' here.. Then, continue with the following steps in this article.

Note: Registering for the ShipWorks Exclusive UPS Savings Program requires ShipWorks version 5.9 or greater. You can check your version of ShipWorks by clicking on Help > About ShipWorks. Please also reference How Do I Upgrade ShipWorks? for additional assistance with upgrading.

10. The Origin Address screen allows you to enter multiple origin or from addresses that you can use when shipping. To add a new address, click the New button. Otherwise, click Next.

Note: For detailed information on how to add additional origin addresses, see this article.

11. The Shipment Defaults screen allows you to set the base defaults that are selected when shipping with UPS and to add additional shipping rules used to select additional defaults. ShipWorks User Guide - Shipping Rules are outside of the scope of this article. However, let's talk about setting your base defaults for UPS.

If you wish to set base defaults for UPS, continue with step 11a. Otherwise, just to step 12.

11a. Click the blue link for Defaults - UPS.

11b. On the Shipping Profile screen, select your most commonly used UPS settings in each section. If a particular option does not apply to you, you can feel free to skip it. Nothing is required. This screen simply allows you to set the most commonly used UPS options. Note: There are two tabs at the top of the Profile screen. The Packages tab allows you to specif specific package defaults such as weight and dimensions.

When you are finished with your defaults, click OK and then Next.

12. The Printing Setup screen allows you to specify whether or not ShipWorks should automatically print your shipping labels after processing and to configure how ShipWorks handles the printing of your labels.

Return Labels: If you will be automatically generating return shipping labels to include in your shipments and you wish for the return labels to automatically be printed, check the box for Automatically print return shipping labels after processing.

We recommend leaving the default settings for the remainder of the options on this screen.

After clicking the Next button, you may be prompted to select the printer(s) to which you wish to print your shipping labels.

13. On the Processing Setup screen, you have the option of configuring an email address in ShipWorks so that you can send emails to your customers. You can also set the default Local Status for orders after you process a shipment. For now, we are going to leave the default settings and just click Next.

Email - This is optional. However, if you wish to configure an email account with ShipWorks, see Adding Your Email Address to ShipWorks.

Local Status - We recommend the default settings.

14. That's it! You are set up and ready to start printing labels with UPS. Click Finish. Then, Close.