Connecting and Managing UPS Accounts

Link your UPS account with Goflow, and use it to shop rates, create shipments, and track packages.

Migrating from XML to OAuth 2.0

As per UPS's announcement, their XML/WSDL integration will soon be deprecated. Starting June 2024, access to UPS API will exclusively be through 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.

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

Creating a UPS Direct Account

Connect to UPS directly without an intermediary platform. To connect a new UPS account, follow these steps:

1. From the side menu, go to Settings › Shipping.
2. In the upper right-hand corner, click on New Carrier.
3. On the Carrier card, select UPS.
4. For Connection, select UPS Direct.
5. Enter the 6-letter UPS Account Number.
6. Enter a unique Account Name.
7. Save the UPS Account.
8. Finally, proceed to authorize the new account.

Choose a descriptive account name, such as UPS East or UPS Kohls, for easy identification within Goflow. The account name is for your reference only, and does not need to match the company name on the UPS account. Once saved, the account name cannot be changed.

Authorizing a UPS Account

The UPS authorization process involves two steps:

• Adding the UPS account to your UPS profile.
• Authorizing Goflow to access the account.

Adding an Account to a UPS Profile

By adding an account to your UPS profile, you gain the ability to manage that account. If a third-party, such as Kohls, provides you with a prepaid UPS account, request the invoice information so that you can add it to your UPS profile.

To add an account to your UPS profile, follow these steps:

1. Log in to your UPS account.
2. On the homepage, click on your username profile icon.
3. Select Accounts and Payment. Confirm that the UPS account is listed on this page. If not, proceed to add it.
4. Under Add a Payment Method, select Add Existing Account, and click Add.
5. Enter the UPS account number, nickname, and postal code, followed by Next.
6. UPS verifies your permissions to add the account to your profile. For Account Verification Method, select Invoice Data Verification.
7. Provide details from a recent UPS invoice, including Invoice Number, Date, Amount, and Control ID.
8. Finally, click Save.

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

Incorrect invoice information results in verification failure. UPS allows up to 3 attempts within a 24-hour period.

Authorizing Goflow

Grant Goflow the necessary permissions to access your UPS account. To authorize Goflow, follow these steps:

1. From the side menu, go to Settings › Shipping.
2. Click into the UPS account.
3. Click on the Authorize button, or click on the Reconnect button on the Connection card.
4. On the UPS page, enter the UPS login username, and click Continue.
5. Enter the UPS login password to complete the authorization.

Upon successful authorization, you'll be redirected to the UPS account in Goflow.

If the account number was not previously added to your UPS profile, you will get an error message, and the UPS account will become disconnected.

Deactivating a UPS Account

If you no longer use a UPS account, you may deactivate it. Before deactivating, ensure that the UPS account is removed from any store or warehouse that still uses it as a carrier account.

To deactivate an account, follow these steps:

1. From the side menu, go to Settings › Shipping.
2. Click into the UPS account.
3. On the Status card, click on the pencil icon to edit.
4. Change the account status to Inactive, and Save.

Connecting a UPS EasyPost Account

Connect your UPS account to Goflow through EasyPost. There are two types of EasyPost accounts:

• EasyPost owned - A UPS account owned by EasyPost offering competitive rates.
• Your own account - Your own UPS account connected to EasyPost.

Third-party billing is not available with UPS accounts owned by EasyPost.

Regardless of the account type, the connection process remains the same and consists of two parts.

• Get the account keys from EasyPost.
• Create a UPS account in Goflow.

To get the account keys from EasyPost, follow these steps:

1. Log in to your EasyPost account.
2. From the side menu, go to Account Settings.
3. From the top menu, select API Keys.
4. On the Production API Keys card, click to copy the key.
5. From the top menu, select Carriers.
6. Select EasyPost Carrier Accounts, or My carrier Accounts, depending on the account type.
7. Copy the Account ID of the UPS account.

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

1. From the side menu, go to Settings › Shipping.
2. In the upper right-hand corner, click on New Carrier.
3. On the Carrier card, select UPS.
4. For Connection, select EasyPost.
5. Paste the API Key and Account ID into their respective fields.
6. Choose a unique Account Name.
7. Finally, Save the UPS Account.