Import Third Party Account Information
Add CSV import Mapping fields for Third Party Account Numbers. Many of our Dropship customers want to use their own FedEx account numbers. Currently, we have the manually enter their Account Numbers for each order post-import. This is time consuming and can cause mistakes during busy holiday seasons
Hi @Cara, thanks for bringing this up! While we wait for other users to chime in, I think there may be somethings we can do today to help you apply the FedEx account numbers faster.
Have you looked into an automation rule to charge to a third party? This will allow you to automatically apply account numbers to orders if you already know how to filter down your orders.
Alternatively, from the orders grid, you may want to look into using bulk actions to “charge shipping to 3rd party…”
Judy Bond EIP Logistics commented
Your suggestion would work if all orders on the import were being charged to the same 3rd party number. However, many times with imports each order on an import needs to be charged to a different third party number.
Stephanie Hudziak McKeever/Wiltshire Co commented
Right now we use UPS Worldship, FedEx Ship Manager and stamps.com to get our shipments out the door. The ability to map many fields in UPS and FedEx allows for the shipping department to quickly move items through with few errors. Having our shipping department change billing options on each order that requires it can cause costly errors, our customers will not pay us back if we failed to use their account number. We have over 300 customers that need a mapping of this sort. I understand Automation rules may help this, but there is no way to bulk upload this. It appears to be a major oversight. I don't see how we could use Shipstation if this feature is not available. We may have to stick with Worldship and FedEx Ship Manager.
The lack of this feature is what's keeping us from switching our UPS and FedEx resale shipments to ShipStation (from UPS WorldShip and FedEx Ship Manager). We keep our customers' third-party (and also collect) account numbers in our order entry and accounting system. We export them with our shipment data. I don't want to have to keep it in two places or have to create custom rules for every customer to whom we ship third-party (or collect).
Bret Anderson Speedhut commented
We would like third-party account info on the order to be something that can be imported using the API or a CSV. Automation rules are totally insufficient for real dropship use. The Automation rules are still a manual process because you have to set it up. The management of the automation rules becomes a weak point where errors will happen.
Cara Recchiuti Confections commented
Thanks for the reply. Yes, we are aware of the automation and bulk action methods, but with hundreds of unique customers in a year, having automation rules for each is unrealistic. Mapping is the most logically and time saving method for this. Everything else maps when uploading drop ships, you'd think a third party account # would be a logical and in-demand feature for shippers similar to us.