Add DX shipping account
A shipping account is a specific account set up with a shipping carrier or logistics provider that enables businesses to manage shipping activities.
In SAPIENT, you can create a shipping account with DX, assign your DX credentials to it, and then link it to the relevant shipping location(s).
Important
Before you can set up a shipping account, make sure you have enabled the label integration with DX.
To add a shipping account for DX in SAPIENT, follow the instructions as explained in the following procedure.
- In the left navigation panel, select Shipping Accounts.
- On the Shipping Accounts page that opens, select .
- On the Add Shipping Account form that appears, in the ACCOUNT DETAILS block, fill in the necessary information as described in the following table.
Tip
In the following table, the mandatory fields are marked with an asterisk (*).
Element | Description |
---|---|
Carrier* | From the dropdown list, select DX. |
Shipping Location* | From the dropdown menu, select the location that you want to assign to the shipping account you are creating. |
- In the SHIPPING ACCOUNT block, enter the necessary information as explained in the following table.
Tip
In the following table, the mandatory fields are marked with an asterisk (*).
Element | Description |
---|---|
Carrier Account Number* | Enter the account number for DX The format of the account number must be compliant with the carrier you have selected. Note : If you already have an account with DX that is actively being used, and if you wish to receive tracking via Intersoft, then you need to request a new account number in order to integrate with Intersoft. This request can be made to your DX account manager. |
Account Name (if different than customer)* | Enter the name of the account you are adding. |
Account Type* | From the dropdown menu, select one of the following account types that you want to set up for the the shipping account you are adding: • Production: a live environment where the final version of the application is deployed and made available to the users. • Sandbox: a testing environment that mimics the Production environment but is isolated from it. The sandbox environment is primarily used for development and testing purposes. |
Alias* | Enter a custom 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 must be memorable and available for reference purposes. |
Contact Name* | Enter the contact name for the account you are adding. |
Contact Number* | Enter the contact number for the account you are adding. |
- In the CARRIER DETAILS block, enter the necessary information as explained in the following table.
Tip
In the following table, the mandatory fields are marked with an asterisk (*).
Element | Description |
---|---|
DX Username* | Enter your DX username.Note : This information is your DX API credentials. For more information on how to create the API credentials, refer to the Set up DX API credentials section. |
DX Password* | Enter your DX password.Note : This information is your DX API credentials. For more information on how to create the API credentials, refer to the Set up DX API credentials section. |
- After entering all the required information, select .
Once done, you have now successfully added a shipping account. You can now add a shipping location to your new shipping account.
Account approval
Once you have created the UPS shipping account, the account needs to be approved before you start using it to ship with UPS.
To get your shipping account approved, consider the following:
- If the account type you have created is Production, you will receive a confirmation email.
- Initially, the account status is set to 'Disabled' until the account has been approved by the DX's IT integration team. This can typically take 2-5 working days.
- Once the account has been approved, the status of your shipping account is change to 'Enabled'. You can check the account status by viewing the shipping account or via the Get Account API.
- If the account cannot be approved, we will contact you and advise accordingly.
Note
Shipping account(s) can be added and managed via API. For more information, refer to the API References section.
Updated 10 days ago