Integrate Zoho ERP With EasyPost

EasyPost is a powerful shipment aggregator that connects you to multiple shipping carriers through a single API. It simplifies every aspect of the shipping process, from pre-shipping logistics to post-delivery analytics. Read their privacy policy to know how EasyPost handles and protects your data.

Note: Zoho ERP only supports domestic shipments using EasyPost.

Generate Your EasyPost API Key

To integrate your Zoho ERP organization with your EasyPost account, you need to generate an API key from your EasyPost account.

To generate EasyPost API key:

Log in to the EasyPost Dashboard.
Navigate to Account Settings.
Select the API Keys tab.
Click Add Additional API Key and select Production or Test.
Copy the API key displayed on the dashboard.

Use this API key to authenticate and complete the integration setup in Zoho ERP.

Set Up the Integration

To setup the integration:

Log in to your Zoho ERP organisation.
Click Settings in the top right corner.
Navigate to Shipping under Integrations & Marketplace.
Under EasyPost, click Connect EasyPost Account.
In the pop-up:
- Existing EasyPost Account: Enter the EasyPost API Key and click Connect.
- New EasyPost Account: Create a new EasyPost account and continue.

After completing these steps, your EasyPost account will be integrated with Zoho ERP. All shipping carriers integrated with EasyPost will automatically appear under My EasyPost Carriers in Zoho ERP, eliminating the need for manual setup.

Note: Additional carriers can be added directly from your EasyPost account.

Enable Live Shipping Rates

Enabling Live Shipping Rates allows customers to view precise delivery charges during checkout.

To enable live shipping rates:

Log in to your Zoho ERP organisation.
Click Settings.
Navigate to Shipping under Integrations & Marketplace.
Under EasyPost, click Enable Live Shipping Rates.
Click Enable in the pop-up to confirm.

Note: Enabling live shipping rates for one carrier automatically disables them for all others.

Configure Live Shipping Rates

Live shipping rates are calculated by UPS. You can markup or markdown the rate and collect the applied charges from customers.

To configure live shipping rates:

Log in to your Zoho ERP organisation.
Click Settings.
Navigate to Shipping under Integrations & Marketplace.
Under EasyPost, click Configure Live Shipping Rates.
Enter values for the required fields:

Key Parameter	Description
Minimum Rate	The lowest shipping cost that can be applied to an order.
Maximum Rate	The highest shipping cost that can be applied to an order.
Adjust Rate	The amount by which the live shipping rate is adjusted. This can be a percentage or a flat rate.
Round Off To	The value to which the shipping cost is rounded off.
Maximum Weight per Package	The maximum allowed weight for a single package using USPS.

Click Save.

Scenario: Patricia owns an online kitchen equipment store and has integrated her Zoho ERP organisation with a shipping carrier. She sets a minimum shipping rate of ₹100, a maximum shipping rate of ₹300, includes a ₹10 markup for packaging, enables rounding to the nearest whole number, and adds a 20 kg package weight limit.

A customer places an order weighing 18 kg. The live shipping rate is ₹210.02. After applying the ₹10 adjustment, the rate becomes ₹220.02 and is rounded to ₹220. Since the rate falls within the configured limits and the package weight is under 20 kg, the shipping charge is applied successfully.

t falls within the defined limits and the package weight is under 20 kg, the system applies the shipping charge successfully.

Create an EasyPost Shipment

To create an EasyPost shipment:

Log in to your Zoho ERP organisation.
Go to Orders under the Sales section.
Select the order you want to ship.
Click Ship and select Ship via Carrier on the order details page.
Choose the carrier integrated with EasyPost.
Verify both Dispatch Address and Destination Address.
Click Save & Continue.
Select Parcel Type, enter Package Dimensions, and choose Payment Method under Service Tracking Preferences.
Click Calculate Rates.
Click Create Shipment.

You can now generate and download the shipping label from the shipment details page.

Disconnect Your EasyPost Account

To disconnect an EasyPost account:

Log in to your Zoho ERP organisation.
Click Settings in the top right corner.
Navigate to Shipping under Integrations & Marketplace.
Click Disconnect EasyPost Account under EasyPost.
Click Yes, Proceed in the pop-up to confirm.

This will only disable the EasyPost integration in Zoho ERP. The carriers added in EasyPost remain in your EasyPost account.