Psst: Go to Apps > Systems Integrations from the menu on the top right corner.

We've made it fairly straight forward to connect your Shopify Store to show Rates on Checkout and Import Orders, simply follow the below steps below.

If you are on a Shopify plan, please contact Shopify to enable the third party carrier calculated shipping to be added as an additional feature on your plan. 

TABLE OF CONTENTS

• Before you get started
• Connect FreightExchange & Shopify
• Plugin Configuration Settings 
• Accurate Quotes using Standard Packaging
  • Multiple Variants with Same Dimensions
  • Single-Package Products
  • Products with Multiple Packages
  • Enabling Multiple Origins with FreightExchange
• Verify the Installation
• Troubleshooting
• Frequently Asked Questions

Before you get started

1. You will need admin access to your FreightExchange account and the Shopify Store.
2. You will need Third-Party Carrier-Calculated Shipping activated on your Shopify Store before you can connect FreightExchange to Shopify. Please connect with Shopify Support to get that feature activated on your store and if you haven't used rates on checkout before, it might not be activated at all.
3. If you don't have Third Party Carrier-Calculated Shipping enabled, the app will still install and the only thing you'll be able to do is import orders to FreightExchange but the rates on checkout will not work.
4. Ensure you have your store address set-up as a location your Shopify store.

Connect FreightExchange & Shopify

1. Login or Signup to FreightExchange
2. Navigate to Apps > Systems Integrations using the top right menu.
3. In the Systems Integration page, click the Add New button & select Shopify from the dropdown.
   
4. After selecting Shopify from the dropdown, click Connect which will take you to the FreightExchange App on the Shopify App Store / Marketplace.
5. Click Add App button on the FreightExchange App page in the Shopify App Store and follow the steps to install the FreightExchange app on your store.
6. Once the installation is complete you will be redirected back to FreightExchange and the Shopify app will be shown as connected with the store name under it.
7. If you see an error at this stage, this means your Rates on Checkout didn't work because Third-Party Carrier Calculated Shipping isn't enabled on your Shopify Store.

Plugin Configuration Settings 

The FreightExchange Shopify plugin allows you to configure default settings for all quotes, ensuring accurate freight rates are calculated at checkout.

1. Access the Plugin Settings
   • Navigate to Apps > Systems Integrations in Shopify.
   • Click Configure to edit your default quote settings.
2. Edit the settings to set defaults so when your checkout, these defaults play in and generate an accurate quote for your users.
   • Name & URL
     • Name: Your Shopify store name.
     • URL: Your Shopify store URL.
   • Origin (Pickup Information) - Default pickup address used to calculate shipping cost at checkout. 
     • Location Type:
       • Factory/Warehouse – for commercial addresses.
       • Residential – for home addresses.
       • Carrier Depot – if items are normally dropped off at the carrier depot instead of picked up.
     • Opening & Closing Time: Pickup window for the carrier.
     • Tail Lift Required: Toggle on if your location cannot handle heavy freight without a tailgate; additional fees will be applied.
   • Destination (Delivery Information) - Default delivery address used to calculate shipping cost at checkout. 
     • Location Type: Set to Residential if most orders are shipped to homes. This ensures residential fees are included.
     • Opening & Closing Time: Delivery window for the carrier (standard: 9am–5pm).
     • Authority or Signature: Default delivery type.
     • Tail Lift Required: Toggle on if tailgate delivery is required; applicable charges will automatically be added.

        ⚠️ Note: You can always update the requirements for individual shipments on the Quote page. 

Accurate Quotes using Standard Packaging

1. Navigate to Packaging Settings

   Go to  FreightExchange > Settings > Packaging

2. Add New Packaging 

   • Click + Add New. 
   • In the popup, enter your packaging details.
   • The Packaging Id field in FreightExchange should match the SKU of your products or product variants in Shopify.

3. Multiple Variants with Same Dimensions
   

   • Even if a product has multiple variants with the same dimensions, create separate packaging entries for each variant SKU.

4. Single-Package Products

   • If a product ships in a single package, delete any PackagingIds metafields in Shopify.

5. Products with Multiple Packages

   1. In Shopify, create a custom metafield called packagingids for your products.
   2. Enter the corresponding FreightExchange Packaging Ids into this metafield.
   3. Important: To ensure the plugin correctly identifies the SKUs, separate multiple IDs with commas without spaces.
      • Purpose: The plugin reads the IDs exactly as entered. Extra spaces will prevent it from matching SKUs correctly. 
        • ✅ Correct: ID01-0,ID01-1,ID01-2
        • ❌ Incorrect: ID01-0, ID01-1, ID01-2

6. Enabling Multiple Origins with FreightExchange

   If your products ship from different locations, follow these steps:

   1. In Shopify, create a new custom metafield for products called originAddressId.
   2. For each product, enter the corresponding FreightExchange Address ID into the originAddressIdmetafield.
      • If a product has multiple variants that ship from different locations, assign the FreightExchange Address ID at the variant level.
   3. This ensures the FreightExchange plugin calculates shipping from the correct warehouse for each product.

Verify the Installation

Here are the steps you need to follow to verify if the installation is successful.

1. Navigate to Apps > Systems Integrations and you will see the store name under the app and the status shown as connected.
2. Try to place an order on your Store until you hit the checkout screen and upon entering the shipping address (if you have Third Party Carrier-Calculated Shipping enabled) and proceeding, you should see the rates from FreightExchange shown on the next screen.
3. Once orders are placed on your Store by your customers or you can test one yourself, they will automatically show on the Quote page in FreightExchange with all shipping details pre-filled.

Troubleshooting

Here are the steps you need to follow to troubleshoot if things are not working as expected

1. We recommend contacting Shopify support in the first instance to ensure you have all of the access you need on your store
2. There may a clash between the other plugins you're using. Try to deactivate any plugins any obsolete plugins.
3. If your shipping costs are too high FreightExchange, make sure you have your tax settings configured correctly.
4. If you dispatch from multiple locations, ensure multi-origin shipping is active.

Anything else? Please email sales@freightexchange.com.au and we'd love to help!