Connecting and Managing a UPS Account

Connecting a UPS account involves three key steps:

1. Add the Account to Your UPS Profile – Register the account in your UPS profile.
2. Create the Account in Goflow – Enter the UPS account details into Goflow.
3. Authorize the Account – Link the account to your UPS profile.

Adding an Account to a UPS Profile

Adding an account to your UPS profile grants you permissions to manage that account. You will need a recent UPS invoice, issued within the last 60 days, to complete the process. For accounts owned by the store, request the invoice from your dropship representative.

Follow these steps to add an account to your UPS profile:

1. Log in to your UPS account.
2. On the homepage, click your profile icon, and select Accounts and Payment.
3. Check if the UPS account is already listed. If not, proceed to add it.
4. Under Add a Payment Method, choose Add Existing Account, then click Add.
5. Enter the UPS account number, a nickname for reference, and the associated postal code, then click Next.
6. UPS will verify your permissions to add the account. For Account Verification Method, select Invoice Data Verification.
7. Provide the following details from a recent UPS invoice:
   • Invoice Number
   • Invoice Date
   • Invoice Amount
   • Control ID
8. Click Save to finalize the process.

Upon successful verification, you will be redirected to the Accounts and Payment page.

Ensure that all invoice details are entered correctly. Verification will fail if some information is incorrect. UPS allows up to three verification attempts within a 24-hour period.

Creating a UPS Account in Goflow

To create a UPS account in Goflow, follow these steps:

1. From the left sidebar, go to Settings › Shipping.
2. In the upper-right corner, click New Carrier.
3. Select UPS from the list of carriers, then select UPS Direct.
4. Enter a unique Account Name. This name is solely for internal reference, and does not need to match the company name registered with UPS. The name cannot be changed later.
5. Enter your 6-letter Account Number.
6. Click the Save button.

Authorizing a UPS Account

To enable Goflow to access your UPS account, you need to grant the necessary permissions. Follow these steps to authorize your UPS account:

1. From the left sidebar, go to Settings › Shipping, and select your UPS account.
2. Click the Authorize, or Reconnect, button to be redirected to the UPS portal.
3. On the UPS login page, enter your UPS username and click Continue.
4. Enter your UPS password. This will complete the authorization process.

After successful authorization, you will be redirected back to the UPS account in Goflow.

If the account was not yet added to your UPS profile, you will get an error message, and the UPS account will become disconnected. Ensure the account is correctly linked to your UPS profile before authorizing.

Migrating from XML to OAuth 2.0

As per UPS's announcement, their XML/WSDL integration is being deprecated. All UPS accounts must exclusively use OAuth 2.0.

Goflow streamlines the migration process to OAuth authorization. In the dashboard, you'll find a list of UPS accounts still using the old-style keys. To prevent disconnection, take an action by clicking the Resolve button. Select your action:

• Authorize: Continue using your UPS account by authorizing it through OAuth.
• Deactivate: If the UPS account is no longer in use, deactivate it.

Managing a UPS Account

Visit the main carrier page for guidance on managing account settings.

Enabling SurePost

To enable the SurePost shipping method on your UPS account, click the Enable SurePost button.

UPS accounts do not have SurePost enabled by default. Before activating it in Goflow, contact your UPS representative to ensure SurePost is enabled on your UPS account.