Integrate Zoho ERP With USPS
The United States Postal Service (USPS) is an independent postal service agency of the U.S. federal government responsible for providing postal services across the United States. This integration is powered by Pitney Bowes, one of USPS’s certified service providers.
Note: USPS supports only domestic shipments and ships exclusively within the United States.
Benefits of the Integration
- Display live shipping rates at checkout to show accurate delivery charges.
- Generate and print shipping labels for USPS shipments.
- Offer reliable and cost-effective domestic shipping options to customers in the U.S.
Set Up the Integration
To set up the USPS integration:
- Log in to your Zoho ERP organisation.
- Click Settings in the top right corner and scroll down to Extension & Developer Data.
- Under Integration & Marketplace, select Shipping.
- Under USPS, click Set Up Now.
- You must first create an account with Pitney Bowes to integrate USPS with Zoho ERP.
- After creating your Pitney Bowes account, return to Zoho ERP and enter your registered Email and Password to proceed with the USPS integration setup.
Once completed, your Zoho ERP organisation will be integrated with your USPS account.
Enable Live Shipping Rates
You can enable Live Shipping Rates for USPS, allowing customers to view precise delivery charges during checkout.
To enable live shipping rates:
- Log in to your Zoho ERP organisation.
- Click Settings in the top right corner and scroll down to Extension & Developer Data.
- Under Integration & Marketplace, select Shipping.
- Under USPS, click Enable Live Shipping Rates.
- Click Enable in the pop-up to confirm.
Configure Live Shipping Rates
Live shipping rates are calculated by USPS. You can mark up or mark down the shipping rate before collecting it from customers.
To configure live shipping rates:
- Log in to your Zoho ERP organisation.
- Click Settings in the top right corner and scroll down to Extension & Developer Data.
- Under Integration & Marketplace, select Shipping.
- Under USPS, click Configure Live Shipping Rates.
- Enter values for the following 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 to apply the configuration.
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.
Create a USPS Shipment
To create a USPS shipment:
- Log in to your Zoho ERP organisation.
- Go to the Sales module from the left sidebar.
- Select the Sales Orders tab and open the order you want to ship.
- On the order details page, click the Ship dropdown and select Ship via Carrier.
- Choose USPS as the shipping carrier.
- Verify the Dispatch Address and Destination Address.
- Click Save & Continue.
- Select the Parcel Type, enter the Package Dimensions, and choose the Shipment Mode under Service Tracking Preferences.
- Click Calculate Rates to view shipping charges.
- Click Create Shipment.
You can generate and download the shipping label immediately or later from the shipment details page.
Note: Click More Info to access the Pitney Bowes Merchant Portal.
Edit the Integration
If you’ve updated your USPS credentials, you can edit the integration.
- Log in to your Zoho ERP organisation.
- Click Settings in the top right corner and scroll down to Extension & Developer Data.
- Under Integration & Marketplace, select Shipping.
- Click Edit under USPS.
- Update the required details.
- Click Save.
Delete the Integration
You can delete the USPS integration if you no longer wish to use USPS as your shipping carrier.
- Log in to your Zoho ERP organisation.
- Click Settings in the top right corner and scroll down to Extension & Developer Data.
- Under Integration & Marketplace, select Shipping.
- Click Delete under USPS.
- Click Ok in the pop-up to confirm.