Connect your Shopify store to FreightExchange to show live rates at checkout and import paid orders to the Quote page for booking, labels and tracking. Your customers see their final delivery price and pay in Shopify.

TABLE OF CONTENTS

How the FreightExchange Shopify plugin works

    From paid order to delivery

Before you get started

Connect FreightExchange and Shopify

    How to configure your quoting & shipping

    Set up your Standard Packaging

    Select the carrier at checkout

    Bring your own (BYO) carrier accounts

    Set what your customers pay

    Ship from more than one location

Check your setup

Troubleshooting

How the FreightExchange Shopify plugin works

From paid order to delivery

Once your plugin is configured, here's how it works:

1. The customer checks out in Shopify.
2. The order appears on the Quote page with details populated
3. You can then edit the quote, confirm it & make a booking. If using FreightExchange network carrier, payment is taken at this step.
4. Print Shipping Labels from the Book page. 
5. You book a pick-up.
6. Branded Tracking email updates are sent automatically to the receiveer. Tracking numbers are not written back to the Shopify order.

Getting Started

In Shopify

1. You need admin access to your FreightExchange account and your Shopify store.
2. Ask Shopify support to turn on Third-Party Carrier-Calculated Shipping for your plan. Without it, the app installs and imports orders, but rates will not show at checkout.
3. Set up your store address as a location in Shopify.

In FreightExchange

1. Log in or sign up to FreightExchange.
2. Click the Subscriptions button on the top menu bar, add the eCommerce Plugin. See How to Subscribe to FreightExchange.

Connect FreightExchange and Shopify

1. Log in or sign up to FreightExchange.
2. Go to Apps > Systems Integrations from the menu in the top right corner.
3. Click + Add New and choose Shopify.
4. Click Connect. This opens the FreightExchange app in the Shopify App Store.
5. Click Add App and follow the steps to install it.
6. You return to FreightExchange, where Shopify shows as connected with your store name.
7. If you see an error, Third-Party Carrier-Calculated Shipping is not turned on yet.

How to configure your quoting & shipping

Go to Apps > Systems Integrations and click Configure.

You can change these for any single shipment on the Quote page.

Set up your Standard Packaging

FreightExchange rates each order from the items in it. Add one entry per carton under Settings > Packaging. The Packaging ID must match the Shopify SKU. See How To Set Up Your Standard Packaging.

• One carton per product: one Standard Packaging entry with the same ID as the SKU. Delete any packagingids metafield on that product.
• More than one carton per product: in Shopify, create a product metafield called packagingids. List one Packaging ID per carton, separated by commas with no spaces, for example MAIN-1,MAIN-2.
• Optional products and accessories: give each its own SKU and Standard Packaging entry. Its carton is added when it is in the cart.
• Variants: create a Standard Packaging entry for each variant SKU, even when variants share the same size.

You can also add your Products. See How To Configure Your Products in FreightExchange.

Select the carrier at checkout

Configure Workflow Rules under Settings > Rules with your preferred carriers and other shipping rules.

Bring your own (BYO) carrier accounts

If you want to ship on your Bring Your Own (BYO) Carrier Accounts, configure these under Carriers & Accounts. 

Each carrier uses API-Based Rates or a Manual Upload rate card. Each carrier needs a BYO Carrier add-on. 

Set what your customers pay

Configure Sales Rates to set customer prices. This lets you offer free delivery to selected postcodes, charge for optional products, and set charges for regional and remote areas. Sales Rates need BYO rate management, which comes with a BYO Carrier add-on. 

Ship from more than one location

1. Add each warehouse to your Address Book.
2. In Shopify, create a product metafield called originAddressId.
3. Enter the FreightExchange Address ID for the warehouse that ships each product.
4. If variants ship from different places, set it at variant level.

Check your setup

1. Go to Apps > Systems Integrations. Your store shows as connected.
2. Add products to a cart on your store and enter a delivery address at checkout. FreightExchange rates should show on the next screen.
3. Place a test order. It should appear on the Quote page with all details completed.

Troubleshooting

1. No rates at checkout? Ask Shopify support to confirm Third-Party Carrier-Calculated Shipping is on.
2. Is another shipping app installed? Turn it off. Only FreightExchange can return freight rates at checkout.
3. Rates look too high? Check your tax settings, product dimensions and any Shopify handling fees.
4. Wrong carton count? Check the packagingids metafield has commas and no spaces, and every ID exists under Settings > Packaging.
5. Multiple warehouses? Check each product has an originAddressId that matches your Address Book.

Need help? See the Shipping Plugin FAQs or contact FreightExchange Support.