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Shipmondo Connector

Product Sheet

User Guide - English

Brugervejledning - Dansk

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After the installation of the extensions is completed, the setup of the Shipmondo Shipment Connector can commence. Firstly, ensure that connection is established to the Shipmondo Web Portal. Afterwards, setup the integration between The Shipmondo Web Portal and the Shipmondo Shipment Connector.

Begin the setup with the use of the Shipmondo Web Portal.

  1. Create a free account at Shipmondo
  2. Create API Access
  3. Install Shipmondo Print client
  4. Setup Shipmondo printers

Utilise the search function (Alt + Q) in order to find Shipment Settings.

  1. Insert API User and API Key from the Shipmondo Web Portal.
  1. Enable Test Mode and activate it.

Before the process of retrieving data from Shipmondo begins, it is essential that the recipient countries we would like to ship within is setup correctly. This is done by opening Shipment Settings (Search via Alt + Q) and then accessing the following in the ribbon:

Related > Recipient Countries

Afterwards, the desired recipient countries are added by pressing the + New button in the ribbon and inputting the various Country Codes, such as DK for Denmark.

The next step in the setup is to download the data from Shipmondo. This is done by accessing the Shipment Settings page (Search via Alt + Q). In the ribbon of the setup access the following:

Actions > Shipmondo > Get Dataset

This function will download the data that is attributed to Shipmondo. When Get Dataset is used the following is retrieved:

  • Shipping Agent
  • Shipping Agent Services
  • Package types
  • Printers

It is also possible under the same tab to download the data step by step.

Note: We recommend that you start with testing the connection via the Test Connection button under the same tab as Get Dataset.

You will receive an acknowledgement when the Data is correctly transferred.

When the data has been downloaded you should select the Shipmondo Printer which is going to be used as the default label printer.

1.2.5 Shipping Agent & Shipping Agent Services

Section titled “1.2.5 Shipping Agent & Shipping Agent Services”

Below is shown an overview of the various Shipping Agents that have now been downloaded. The overview can be found by searching for Shipping Agent in the search field (Use Alt + Q).

If you have any Own Agreements with Shipping Agents in the Shipmondo Web portal then they need to be inputted in the field Account No. for the Shipping Agent in question. If it is desired to use Package tracking from Business Central, then the field Package Tracking URL must contain a valid URL (see ToolTip for instructions).

Every Shipping Agent has various services associated with them. The Shipping Agent Services specify the “Product” which is ordered to handle the parcel. Note that there can be different Shipping Agent Services depending on which countries you are shipping to. Select a Shipping Agent on the line (e.g. “PostNord (DK)”) and select the following in the ribbon:

Shipping Agent > Shipping Agent Service

The following fields exist in the Shipping Agent Service overview:

FieldDescription
CodeThis code is used when selecting a Shipping Agent Service in Business Central. Shipping Agent and Shipping Agent Service is specified e.g. on a Sales Order or Sales Shipment. It is possible to rename the code to a name that is more descriptive for the user.
Country CodeThe Country Code is used by the Shipmondo Web Portal to define which Shipping Agent Services are available for shipping in that particular Country. (DO NOT DELETE OR RENAME THIS)
DefaultSelect a default Shipping Agent Service which is automatically inserted onto the waybill line when the Shipping Agent is selected. This can be overruled on the Waybill lines.
LDM (Loadmeter) FactorIf you are booking with Loadmeter it is necessary to define an LDM Factor. Normally, this factor is 2.4. If the field is left blank, Loadmeter will not be enabled on the service. Consult the tooltip for additional information.
Include CustomsCheck this field if you want to include Customs when using the Shipping Agent Service. This is required if you want to ship with customs, however, you can still ship without customs as per usual.

1.2.6 Shipping Agent Service - Addons, Additional Services & Notifications

Section titled “1.2.6 Shipping Agent Service - Addons, Additional Services & Notifications”

Every Shipping Agent has various supplementary services associated with them. It is possible to assign optional services to a Shipping Agent Service.

The options available differ from Shipping Agent to Shipping Agent but also from Shipping Agent Service to Shipping Agent Service. However, SMS and E-mail notifications are universally available. It is possible to select multiple addons, services and notification types.

An example of an optional service is e-mail Notification where the receiver of the shipment will receive an e-mail notification containing the status of their parcel. There can be multiple optional services added to a Shipping Agent Service.

The optional services for a Shipping Agent Service can be found in the Shipping Agent Service tab. In the tab find:

Related > Services

Note: If you select multiple optional services it may require you to insert additional information in Business Central. For example, if you select the optional service “e-mail Notification” it is required to specify the receiver’s e-mail address in Business Central on the related Waybill.

An overview of the selected optional Shipping Agent services is also available on the Sales Order. This is found in a fact-box at the bottom right of the sales order.

It is possible to acquire insurance for a shipment. This is done by choosing the equivalent Insurance addon for a given Shipping Agent Service. A similar function exists for Cash on Delivery. Once the addons/additional services are activated you can select a Service Type.

Once these criteria are met, it is possible to specify the insurance or cash on delivery amount in their respective fields on the waybill. Once activated the fields are also editable which enables users to manually insert an amount. At default the insurance amount will be the purchase price excluding VAT whereas the Cash on Delivery amount will be the purchase price including VAT.

Be aware: If you add an addon or an additional service to a shipping agent it will update on every open post. We recommend that you create a new shipping agent service named appropriately for its purpose.

For instance, the Shipping Agent PostNord (DK) has a shipping agent service named Parcel. There may be occasions where you would like to add an SMS or Email notification for the receiver of the shipment so they are notified of the status of their order. The best practice suggested is to copy the current Parcel service and name it appropriately for the context — such as “Parcel with SMS & Email notification”.

In order to create/copy a new shipping agent service, access the ribbon and select the following:

Actions > Copy Shipping Agent Service

Afterwards you will be prompted with a wizard where you can enter the new Shipping Agent Service code, as well as a name/description for the service (e.g. “Parcel with SMS & Email notification”).

Once finished, select the OK button and the service will be available in the overview.

Lastly, select the newly created shipping agent service and add the desired addons and extra services.

Every Shipping Agent Service has one or more related Package Types. The Package Types have a number which cannot be altered and a description which may be changed — additionally, it is possible to adjust the dimensions of the package: Length (cm), Width (cm) and Height (cm).

The description of the package, as well as the dimensions, are automatically inserted onto the waybill lines when the package type is selected. It is also possible to define Pallet Exchange and select a package type as the default package type for the Shipping Agent Service — this in turn will insert the package type automatically when the Shipping Agent Service is selected.

In order to access the overview for a given Shipping Agent’s package types, navigate to the given Shipping Agent, select a Shipping Agent Service on the line, and then access the following in the ribbon:

Related > Package Types

Afterwards, you will be shown the aforementioned overview.

It is also possible to create a new Package Type for the Shipping Agent Service. This is done by selecting a package type on the line and accessing the following in the ribbon:

Actions > Copy Package Type

Afterwards, you will be prompted by a new window where the setup of the new package type takes place. When the new package type has been named and given a unique number, press the OK button to continue.

The new package type is now found in the overview and can henceforth be selected as a package type when shipping.

It is possible to select a Shipping Agent Service where the parcel is delivered to a Pick-up Point (e.g. Parcel Shop). The overview of the Pick-up Points is continuously updated — the update occurs each time the page is opened in order to select a Pick-up Point for a shipment.

In order to download the Pick-up Points for a Shipping Agent, go to the overview for Shipping Agents, select a given Shipping Agent on the line, and access the following in the ribbon:

Actions > Get Pick-up Points

Afterwards, access the overview for the Pick-up Points by selecting a Shipping Agent Service on the line and opening the following in the ribbon:

Related > Pick-up Points

In the overview it is possible to see the Name, Country/Region Code, Zip Code, City and Address for the Pick-up Point. It is also possible to sort the overview to your liking by pressing the sort icon in the top right corner.