UPS Worldship and RPM Set Up Instructions
- Open the ODBC manager (a.k.a. Data Source (ODBC)). To do so click the Windows Start button then choose Control Panel (or Settings>Control Panel). Double click Administrative Tools (in Windows XP you may need to Switch to Classic View first with the menu link on the left). Then double click, Data Source (ODBC).
- Click the System DSN tab. Click Add then select Access Driver (mdb). Click Finish and then in the dialog that opens click Select and browse to create an ODBC data source pointing to the default UPS Online import file, which is usually located in:
Drive:\UPS\UOWS\ImpExp\defIn.mdb
This Microsoft Access file is created automatically when UPS Online is installed. (A data source pointing to this file is also created automatically when UPS Online is installed, and is named "UPS Default Import" in the ODBC Administrator.)
- In RPM, choose Tools, then Preferences from the main menu. Click on the Orders tab. In the top right where it says "Shipping", check the option that says "Export to UPS when invoice prints." Where it says UPS Database File, choose from the list the ODBC data source that was created in step one above. Click on the OK button to save the changed. Shipping information will now be exported automatically whenever an invoice is printed for that order.
- In UPS Online, select UPS OnLine Connect, Keyed Import, then More from the main menu. Click on the Create / Edit Map button. Highlight the existing map named { Default Import } and click on the Copy button. Name the new map "RPM Import". Highlight the newly created "RPM Import" item in the list and click the Edit button. In the top left where it says ODBC Tables, choose ShipmentData from the drop down list. In the list of fields below, highlight the column name pkgPackageReference1 and then click on the Define Primary Key for Import button below. Click on the OK button, then click OK again on the map screen. You should now be looking at a dialog screen labeled "Select map from list for import." Highlight the item named "RPM Import" and click the Import button. This completes the setup.
When importing you will be prompted for a Key by Worldship. Enter the RPM order number.
TROUBLESHOOTING:
Versions 9 and higher of UPS Worldship may not be able to use the standard import. In that case you will need to map the fields manually. Following are the fields in Worldship and RPM that need to be matched. Be sure to change the pulldowns at the top of each section where indicated (e.g., start with ShipmentData and Ship To). Note: The field numbers in Worldship vary. They are provided here for reference only (e.g., 17 stStreetAddress):
| 20 |
Shipment
Data: |
stZipCode |
|
8 |
Ship To: |
Postal/ZIP Code |
| 22 |
|
stTelephone |
|
11 |
|
Telephone |
| 17 |
|
stStreetAddress |
|
4 |
|
Street Address |
| 19 |
|
stState |
|
10 |
|
State/Prov |
| 16 |
|
stRoomFloor |
|
5 |
|
Room/Floor/Address2 |
| 25 |
|
stResidential |
|
17 |
|
Residential Indicator |
| 21 |
|
stReceiverAccountNumber |
|
15 |
|
Receiver UPS Account Number |
| 23 |
|
stFAX |
|
12 |
|
Fax Number |
| 15 |
|
stDepartment |
|
6 |
|
Department/Address 3 |
| 24 |
|
stCountry |
|
7 |
|
Country |
| 14 |
|
stCompanyName |
|
2 |
|
Company or Name |
| 18 |
|
stCity |
|
9 |
|
City |
| 13 |
|
stAttention |
|
3 |
|
Attention |
| 5 |
|
stShipmentReference2 |
|
??? |
Shipment Information:: |
Shipment Reference 2 |
| 4 |
|
stShipmentReference1 |
|
??? |
|
Shipment Reference 1 |
| 11 |
|
siShipmentNotification2Option |
|
28 |
|
QVN Ship Notification 2 Option |
| 10 |
|
siShipmentNotification1Option |
|
19 |
|
QVN Ship Notification 1 Option |
| 2 |
|
siServiceType |
|
2 |
|
Service Type |
| 9 |
|
siSaturdayPickupOption |
|
13 |
|
Saturday Pickup Option |
| 8 |
|
siSaturdayDeliveryOption |
|
12 |
|
Saturday Delivery Option |
| 1 |
|
silsVOID |
|
1 |
|
Void Indicator |
| 12 |
|
siDescriptionOfGoods |
|
80 |
|
Description of Goods |
| 6 |
|
siCallTagOption |
|
8 |
|
Return Service Option |
| 3 |
|
siBillingOption |
|
3 |
|
Billing Option |
| 33 |
|
sfZipCode |
|
8 |
Ship From:: |
Postal/ZIP Code |
| 34 |
|
sfTelephone |
|
11 |
|
Telephone |
| 30 |
|
sfStreetAddress |
|
4 |
|
Street Address |
| 32 |
|
sfState |
|
10 |
|
State/Prov |
| 29 |
|
sfRoomFloor |
|
5 |
|
Room/Floor/Address2 |
| 35 |
|
sfFAX |
|
12 |
|
Fax Number |
| 28 |
|
sfDepartment |
|
6 |
|
Department/Address 3 |
| 36 |
|
sfCountry |
|
7 |
|
Country |
| 27 |
|
sfCompanyName |
|
2 |
|
Company or Name |
| 31 |
|
sfCity |
|
9 |
|
City |
| 26 |
|
sfAttention |
|
3 |
|
Attention |
| 55 |
|
pkgWeight |
|
2 |
Package: |
Weight |
| 51 |
|
pkgVerbalConfirmationOption |
|
72 |
|
Verbal Confirmation Option |
| 45 |
|
pkgShipmentNotification2Option |
|
36 |
|
Ship Notification or Return Notification 2 |
| 44 |
|
pkgShipmentNotification1Option |
|
27 |
|
QVN Ship Notification or Return Notification 1 |
| 54 |
|
pkgPackageType |
|
1 |
|
Package Type |
| 42 |
|
pkgPackageReference5 |
|
9 |
|
Reference 5 |
| 41 |
|
pkgPackageReference4 |
|
8 |
|
Reference 4 |
| 40 |
|
pkgPackageReference3 |
|
7 |
|
Reference 3 |
| 39 |
|
pkgPackageReference2 |
|
6 |
|
Reference 2 |
| 38 |
|
pkgPackageReference1 |
|
5 |
|
Reference 1 |
| 37 |
|
pkgIsOversize |
|
4 |
|
Oversize Indicator |
| 52 |
|
pkgInsuredValueOption |
|
16 |
|
Declared Value Option |
| 53 |
|
pkgInsuredValueAmount |
|
17 |
|
Declared Value Amount |
| 46 |
|
pkgHazardousMaterialsOption |
|
21 |
|
Hazardous Materials Option |
| 50 |
|
pkgDeliveryConfirmationOption |
|
18 |
|
Delivery Confirmation Option |
| 47 |
|
pkgCODOption |
|
12 |
|
COD Option |
| 49 |
|
pkgCODAmount |
|
13 |
|
COD Amount |
| 43 |
|
pkgAdditionalHandlingOption |
|
10 |
|
Additional Handling Option |
| 42 |
|
pkgPackageReference5 |
|
10 |
Shipment Information:: |
Recipient Email Address |
| 12 |
|
siDescriptionOfGoods |
|
14 |
|
QVN Option |
| 12 |
|
siDescriptionOfGoods |
|
19 |
|
QVN Ship Notification 1 Option |
| 42 |
|
pkgPackageReference5 |
|
22 |
|
Notification Recipient 1 Fax or Email |
The fields included in the import are listed below.
The following fields will be included when importing shipping data into UPS
Online:
siShipmentReference1 = Orders.OrderNo
siShipmentReference2 = Orders.ShipMeth
pkgPackageReference1 = Orders.OrderNo
pkgPackageReference2 = OrderDet.Extra1 (purchase order number)
pkgPackageReference3 = Orders.ShipMeth
stCompanyName = Orders.ShipCompany
stAttention = Orders.ShipFirstName + ' ' + Orders.ShipLastName
(if company name is blank, then first name + last name are used there and the stAttention field is left blank.)
stStreetAddress = Orders.ShipAddress1
stRoomFloor = Orders.ShipAddress2
stCity = Orders.ShipCity
stState = Orders.ShipState
stZipCode = Orders.ShipZip
stCountry = Orders.ShipCtry
(when RPM has different country names than UPS, the UPS country name is looked up and used instead.)
stTelephone = Customer.Phone1
stFAX = Customer.Fax
pkgCODOption = 'T' if marked COD in RPM
pkgPackageType = 'Package';
pkgWeight = OrderDet.CommittedWeight
The following fields are available but not currently used. Fields marked with a * are the ones we plan to add support for in the future. We would also like to add support for notifications even though the necessary fields are not included in the default import table. Service type will be supported in the future as well.
siServiceType* (For now, this can be determined from the shipping method in the Reference 3 field.)
siBillingOption*
siCallTagOption
siCallTagReferenceNumber
siSaturdayDeliveryOption*
siSaturdayPickupOption*
siShipmentNotification1Option*
siShipmentNotification2Option*
siDescriptionOfGoods
stDepartment*
stReceiverAccountNumber*
stResidential*
sfAttention
sfCompanyName
sfRoomFloor
sfStreetAddress
sfCity
sfState
sfZipCode
sfTelephone
sfFAX
sfCountry
pkgIsOversize*
pkgPackageReference4
pkgPackageReference5
pkgAdditionalHandlingOption*
pkgShipmentNotification1Option*
pkgShipmentNotification2Option*
pkgHazardousMaterialsOption*
pkgCODControlNumber
pkgCODAmount
pkgDeliveryConfirmationOption*
pkgVerbalConfirmationOption*
pkgInsuredValueOption*
pkgInsuredValueAmount*