Evri shipping account setup

This page will detail a step by step guide on how to add a shipping account.

🚧

IMPORTANT

Before you can set up a shipping account, you must ensure you have enabled the label integration with Evri.

📘

There are two ways of adding a shipping account on the system:

  1. From the Integration Activation screen select Evri - Configure Label - Manage Shipping Account - Add Shipping Account.
  2. Using the Shipping Account tab via the main menu page.

To begin, click the “Add Shipping Account” button from the Shipping Accounts tab of the Main Menu page

Account Details:

  1. Using the Carrier Selection drop down, select Evri. This will only be relevant if you have integrated with multiple carriers as a full list will show via this drop down.
  2. Using the drop down, select the Shipping Location you wish to assign this account to.


Shipping Account:

  1. Enter your Carrier Account Number - This may also be known as your Evri ClientID.
  2. Enter the Account Name - This may also be known as your Evri Client Name.
  3. Click the drop down under the Account Type and select whether you would like to create this account in the Sandbox environment or in Production.
  4. Enter a memorable name and populate this in the Alias section - The Alias is a name which can be used in the API request instead of using the Shipping Location ID when connecting to us. Therefore, it is recommend that this name be memorable and something you have at hand to refer to in the future.
  5. Enter a Contact Name and Contact Number for the account.


Carrier Details:

  1. Enter the Username and Password - These will be your Evri API credentials. You should have received these via email from Evri's IT Integration team for both a test (SIT) and production (Prod) environment.
    1. If you chose the Account Type Sandbox, you will need to enter your SIT credentials
    2. If you chose Account Type Production, you will need to enter your Prod credentials
  2. SMS Alert Group Code - This will be the alert group value that you have been allocated by Evri which is only required if you use the SMS notification enhancement

Once all the required information has been populated, scroll down and click Add Shipping Account. This will then take you back to the main Shipping Accounts page where you should now see the account you just created.

📘

Shipping Account(s) can be added and managed via API. Find out more in the API Reference