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EasyPost MasterGuide

Contents

EasyPost Customer Setup Questionnaire

EasyPost Customer Setup Questionnaire

Use this questionnaire before configuring EasyPost in Infigo. The answers determine which EasyPost settings are required, optional, or not needed for the customer’s setup.


1. EasyPost Account & Carrier Setup

Questions

  • Do you already have an EasyPost account?
  • Have you connected your carrier accounts in EasyPost?
  • Which carriers do you want to use through EasyPost?
  • Are those carriers already visible in your EasyPost account?
  • Do you have both Test and Production API keys available?

What you need to do:

Answer Required Configuration
No EasyPost account Customer must create an EasyPost account first
Carrier accounts not connected Customer must connect carriers in EasyPost before Infigo setup
Carriers not visible in EasyPost Customer may need to contact EasyPost support
API keys missing Customer must retrieve keys from EasyPost before plugin setup

2. Shipping Rate Strategy

Questions

  • Do you want EasyPost to calculate live shipping rates during checkout?
  • Do you want to use Infigo delivery methods instead OR ontop of, such as fixed rate, weight-based, or custom delivery pricing? (you can use both) 
  • Do you want customers to see all carrier services returned by EasyPost, or only selected services?
  • Do you want to add a markup to shipping rates?

What you need to do:

Customer Requirement Required Configuration
Live EasyPost rates at checkout Enable EasyPost Delivery/Shipping Computation
Infigo delivery methods with EasyPost labels Configure Carrier & Services Mapping and map delivery methods
Only selected services shown Configure service filtering under Carriers & Services
Shipping markup required Configure Additional Shipping Fees

3. Shipment Creation Workflow

Questions

  • Should shipments and labels be created automatically when an order is placed?
  • Will staff manually review parcels before creating shipping labels?
  • Are products consistent in size and weight?
  • Are orders usually simple and predictable?
  • Do shipments require customs information?

What you need to do:

Answer Recommended Setup
Automatic labels required Enable Buy Shipping Instantly
Manual review required Disable Buy Shipping Instantly
Products are predictable Automatic workflow may be suitable
Products vary in size/shape Manual workflow is likely safer
Customs required Manual workflow required

4. Parcel Calculation

Questions

  • Should Infigo automatically calculate parcel sizes?
  • Do all products have accurate weight, height, length, and width values?
  • Do you want to use predefined parcel sizes instead?
  • Do you need carrier-specific predefined package names?
  • Should parcels be calculated at order level, order line level, or order line quantity level?
  • What is your maximum parcel weight?
  • What is your maximum parcel size?

What you need to do:

Answer Required Configuration
Auto calculation required Enable Auto Calculated Parcels
Missing product dimensions Product data must be completed before reliable auto calculation
Predefined parcels required Configure predefined parcel sizes
Carrier package names required Use Predefined Parcel Names
One parcel calculation for whole order Parcel Allocation Level = Order
Separate parcel per order line Parcel Allocation Level = Order Line
Separate parcel per item quantity Parcel Allocation Level = Order Line Quantity

5. Vendor / Shipping Origin

Questions

  • What address should be used as the shipment origin?
  • Do all shipments come from one location?
  • Do different products ship from different locations?
  • Do different storefronts require different vendor addresses?

What you need to do:

Answer Required Configuration
One shipping origin Configure Vendor Info normally
Multiple shipping origins Requires review, as EasyPost Vendor Info is configured at plugin/storefront level
Product-specific origins required Requires technical review / possible workaround

6. International Shipping & Customs

Questions

  • Will you ship internationally?
  • Will any shipments require customs declarations?
  • Do you need customs information included during checkout rate requests?
  • Do you have HS tariff numbers?
  • Do you ship to Northern Ireland?
  • Do you have an EORI number?

What you need to do:

Answer Required Configuration
International shipping required Configure Customs Info
Customs required during rate calls Enable dummy customs in rate call
HS tariff fallback required Configure fallback HS tariff number
Northern Ireland shipping Configure EORI Tax ID settings
Customs required Buy Shipping Instantly not supported

7. Label Output & Production Workflow

Questions

  • How will staff access shipping labels?
  • Should labels be downloaded manually from Shared Print Operations?
  • Should labels be copied automatically to a hot folder?
  • Should labels be embedded into packaging slips?
  • Should labels be embedded into job tickets?

What you need to do:

Answer Required Configuration
Manual label download No hot folder required
Automated label output Configure Labels Hot Folder
Labels in packaging slips Configure Packaging Slip Hot Folder
Labels in job tickets Configure Job Ticket Hot Folder

8. Delivery Options Displayed to Customers

Questions

  • Should customers see estimated delivery days?
  • Should customers see estimated delivery dates?
  • Should signature-required services be shown?
  • Should Saturday delivery services be shown?
  • Which rate type should customers see: Rate, Retail Rate, or List Rate?

What you need to do:

Answer Required Configuration
Show delivery days Show Delivery Date/Days = Delivery Days
Show delivery date Show Delivery Date/Days = Delivery Date
Hide delivery estimate Show Delivery Date/Days = No
Signature filtering required Configure Signature setting
Saturday delivery filtering required Configure Saturday Delivery setting
Specific rate type required Configure Rate Type

9. Final Configuration Summary

After the questionnaire is complete, the customer’s answers should be converted into a setup path like this:

Plugin Section Required? Notes
API Keys Required Needed to connect Infigo to EasyPost
Additional Shipping Fees Optional Only required if markup/uplift is needed
General Settings Required Controls shipment creation, rate display, debug settings
Carriers & Services Required Needed to control available carriers/services
Vendor Info Required Used for shipment origin and rating
Parcels Required High-risk section; should be reviewed carefully
Plugin Artifacts Optional Only required for hot folders, packaging slips, or job tickets
Customs Info Required if shipping internationally Required for customs workflows
Manifest Files Optional Only required for specific carriers
Webhook Actions No action currently required Based on existing setup notes
Easypost - Overview

EasyPost – Overview

What is EasyPost?

EasyPost is used within Infigo as a centralized shipping integration platform that provides access to a wide range of delivery carriers through a single integration.

Rather than building and maintaining separate integrations for individual shipping providers, Infigo integrates directly with EasyPost, and EasyPost manages the communication with the supported carriers.

This allows Infigo to support multiple delivery providers through a common integration approach.

EasyPost provides a number of services, however the primary services utilised within the Infigo integration are:

  • Rates API
  • Shipments API

Rates API

The EasyPost Rates API is used to retrieve shipping costs during the checkout process.

This allows shipping rates from supported carriers to be returned to customers while placing orders through the storefront.

The returned shipping rates can then be:

  • Displayed to customers during checkout
  • Used to calculate delivery charges
  • Applied to shipping methods configured within the platform

Shipments API

The EasyPost Shipments API is used to:

  • Create shipments with the selected carrier
  • Generate shipping labels
  • Return shipment-related information back into Infigo

This functionality forms the core shipment creation workflow within the EasyPost integration.


EasyPost Plugin

The EasyPost integration is provided as an additional paid plugin module.

The plugin must be enabled on the platform after subscription and setup.

For pricing and subscription information:

  • Contact the Sales team
  • Raise a ticket with the Support team

Core Plugin Functionality

The EasyPost plugin serves two primary purposes within the platform:

Functionality Purpose
Shipping Rates Fetch carrier shipping rates during checkout
Shipment Creation Create shipments and generate shipping labels

Shipping Rates

Using EasyPost for shipping rate calculation is one of the core features of the integration.

The plugin can:

  • Fetch live shipping rates from supported carriers
  • Return rates during checkout
  • Pass delivery charges through to the customer

However, using EasyPost for shipping rate calculation is optional.

Alternative approaches can also be used, including:

  • Flat rate delivery pricing
  • Free shipping models
  • Infigo Delivery Methods

In scenarios where Infigo Delivery Methods are used instead of EasyPost rate calculation, delivery methods can be mapped to EasyPost shipping methods.


Shipping Labels

Generating shipping labels and creating shipments within carrier accounts is one of the primary features of the EasyPost integration.

The integration supports multiple shipment creation workflows depending on the configured process.

Shipment creation workflows may include:

  • Automatic shipment creation
  • Manual shipment management
  • Shipment creation from Shared Print Operations

The integration returns shipping labels directly from EasyPost after shipment creation.


Tracking Information

The EasyPost plugin also returns tracking information automatically as part of the shipment process.

This includes:

  • Tracking numbers
  • Tracking-related shipment information

Automatic tracking retrieval helps improve package handling and shipment visibility within the platform.

Setting Up an EasyPost Account

Setting Up an EasyPost Account

Overview

Before the EasyPost plugin can be used within Infigo:

  • An EasyPost account must be created
  • Carrier accounts must be connected within EasyPost
  • Payment information must be configured
  • API keys must be generated for the Infigo integration

EasyPost account registration can be completed directly through:

  • easypost.com

EasyPost Pricing

Information relating to EasyPost pricing and account costs can be found through the EasyPost pricing page.

Pricing information is available from:

  • The EasyPost homepage
  • The EasyPost pricing section

Accessing the EasyPost Dashboard

After creating an EasyPost account and logging in:

  • Users are taken to the EasyPost dashboard

From the dashboard, carrier accounts, billing information, API keys, and shipment activity can all be managed.


Connecting Carrier Accounts

Before EasyPost can fetch rates or generate shipments, carrier accounts must be linked to the EasyPost account.

Once connected:

  • EasyPost can retrieve carrier shipping rates
  • EasyPost can create shipment orders
  • EasyPost can generate shipping labels through the connected carriers

Opening Carrier Accounts

To manage carrier accounts:

  1. Select the dropdown next to the account email address in the top-left corner
  2. Navigate to:
    • Carrier Accounts

Existing Carrier Accounts

The Carrier Accounts section displays:

  • All currently linked carrier accounts
  • Existing carrier configuration information

Carrier details can also be edited from this screen.


Adding a New Carrier

To add a carrier account:

  1. Select Add Carrier
  2. Search for the required carrier
  3. Select the carrier from the available list

EasyPost provides a searchable list of supported carriers.


Unsupported Carriers

If the required carrier is not available within the EasyPost carrier list:

  • EasyPost support can be contacted to request carrier availability

A list of supported EasyPost carriers is available from the EasyPost carriers page.


Carrier Account Configuration

After selecting a carrier:

  • Carrier-specific account information must be configured

This commonly includes:

  • Carrier account numbers
  • Address information
  • Carrier authentication details
  • Other carrier-specific configuration values

It is recommended that this information is prepared before beginning the setup process.


Configuring Billing Information

Billing information must be configured before shipping labels can be created through EasyPost.

Opening Billing Settings

To configure billing:

  1. Select the account email address in the top-left corner
  2. Navigate to:
    • Billing

Billing Configuration

Within the Billing section:

  • Bank account information can be configured
  • Credit card details can be configured

This billing information is used for chargeable EasyPost services and shipment activity.


EasyPost Setup Checklist

EasyPost provides a built-in setup checklist to assist with initial account configuration.

The setup checklist can be accessed from:

  • The setup checklist icon in the bottom-right corner of the EasyPost dashboard

The checklist guides users through the required onboarding and configuration steps.


Obtaining API Keys

API keys are required to connect Infigo to EasyPost.

Opening API Key Settings

To access API keys:

  1. Select the account email address in the top-left corner
  2. Navigate to:
    • API Keys

Available API Keys

EasyPost provides at minimum:

  • Production API Keys
  • Test API Keys

These keys are used when configuring the EasyPost plugin within Infigo.


Test API Keys

Test API keys should be used when:

  • Testing the integration
  • Validating workflows
  • Preventing live shipment creation

Test environments allow shipment testing without creating real carrier shipments.


Production API Keys

Production API keys should be used when:

  • Running the integration in a live environment
  • Creating live shipments
  • Generating production shipping labels

API Key Management

EasyPost supports multiple API keys for both:

  • Production environments
  • Test environments

API keys should be:

  • Stored securely
  • Saved safely for later plugin configuration within Infigo

These API keys are required during the EasyPost plugin setup process within the Infigo platform.

Enabling & Configuring EasyPost

Enabling & Configuration

Overview

Before configuring the EasyPost integration within Infigo:

  1. The EasyPost plugin must be purchased and enabled on the platform
  2. An EasyPost account must be created

Once both requirements have been completed, the plugin can be enabled and configured within the Infigo admin area.


Enabling the EasyPost Plugin

Navigation Path

Navigate to:

Configuration > Settings > Integrations > Connect Settings

Alternatively:

  • Search for Connect Plugins using the admin search bar

Enable EasyPost

EasyPost must be enabled in both of the following sections:

  • Enabled MIS Plugins
  • Plugins to Handle Delivery

Once enabled, the EasyPost plugin becomes available for configuration.


Opening the EasyPost Configuration

To configure the EasyPost integration:

Navigate to:

Configuration > Plugins > Connect Plugins

Alternatively:

  • Search for Connect Plugins using the admin search functionality

From there, open the EasyPost plugin configuration.


Connecting to EasyPost

To establish the EasyPost connection, the required API credentials must be configured.

API Key

The API Key field accepts either:

  • EasyPost Test API Key
  • EasyPost Production API Key

Test API Key

The test API key should be used when:

  • Testing the integration
  • Preventing live shipment creation
  • Validating workflows without communicating with production carrier accounts

Production API Key

The production API key should be used for live environments where shipments are created with carrier accounts.


Production API Key Field

The Production API Key field should always contain the live EasyPost production key.

This key is used to:

  • Retrieve the available carriers mapped within the EasyPost account
  • Populate carrier configuration information within the plugin

Additional Shipping Fees

The plugin supports configurable shipping fee uplifts which can be applied to returned shipping rates.

Additional Shipping Fee Per Parcel

This setting applies an additional fee to each parcel created for the shipment.

The uplift can be configured as:

  • Fixed amount
  • Percentage

The fee uses the storefront’s primary currency.


Additional Shipping Fee Per Order

This setting applies an additional fee to the total shipment cost for the order.

The uplift can also be configured as:

  • Fixed amount
  • Percentage

The fee uses the storefront’s primary currency.


General Settings

Buy Shipping Instantly

The Buy Shipping Instantly setting determines whether shipment creation occurs automatically after order placement.

When Enabled

When enabled:

  • Infigo automatically sends a shipment request to EasyPost immediately after an order is placed
  • Shipping labels are created automatically
  • Manual shipment triggering is not required

However, this reduces manual control over:

  • Parcel selection
  • Parcel sizes
  • Shipment structure on an order-by-order basis

Auto Parcel Size Calculation Interaction

When Auto Parcel Size Calculation is enabled:

  • All calculated parcels are included in the shipment request

When disabled:

  • All predefined parcel sizes are included in the shipment request

When Buy Shipping Instantly Is Disabled

When disabled:

  • Shipment requests are not automatically sent to EasyPost
  • Shipping labels are not automatically generated

Instead, shipment creation is managed manually through:

Shared Print Operations

Within the job’s Shipping Information section, selecting:

  • Show Shipping Information

opens the manual shipment management interface.

This interface allows administrators to:

  • Review the selected carrier and service
  • Configure parcels manually
  • Select predefined parcel sizes
  • Trigger shipment creation manually

Once the shipment is created:

  • The request is sent to EasyPost
  • Shipping labels are returned

International Shipment Limitation

International shipments requiring customs information must be handled manually.

For these shipments:

  • Order items must be manually assigned into parcels
  • Administrators must use the Add Shipment Information option
  • Items are dragged into their corresponding parcels

Buy Shipping Instantly is not supported for international shipments due to customs handling requirements.


Send Calculated DispatchBy as Label Date

This setting is used when storefront production restrictions or cutoff times are configured.

When enabled:

  • The calculated DispatchBy date generated by Infigo is sent to EasyPost
  • The shipping label reflects the calculated shipping date rather than the order date

Example:

  • If the production cutoff time is 5pm and an order is placed after that time, the shipment date on the label will use the following day instead of the current day.

Important Note

This setting only applies when:

  • Buy Shipping Instantly is enabled

Multiply Quantity by Record Count

This setting is used with batch products.

When enabled:

  • Record count quantities are included when calculating parcel dimensions and parcel quantities

Signature Settings

The Signature dropdown controls whether shipping services requiring signatures are included.

Available Options

Option Behaviour
None Services requiring signatures are excluded
Required Only services requiring signatures are returned
Optional Both signature and non-signature services are returned

Saturday Delivery

The Saturday Delivery setting controls whether services supporting Saturday delivery are included.

The same options are available:

Option Behaviour
None Saturday delivery services are excluded
Required Only Saturday delivery services are returned
Optional Both Saturday and non-Saturday delivery services are returned

Show Delivery Date / Days

This setting controls how delivery estimates are displayed during checkout.

Available Options

Option Behaviour
No No delivery estimate information is displayed
Delivery Days Displays estimated transit days returned by EasyPost
Delivery Date Displays the estimated delivery date returned by EasyPost

Rate Type

The plugin supports three different EasyPost rate types.

Available Rate Types

Rate Type Description
Rate Negotiated carrier account rate
Retail Rate Standard retail rate without an account
List Rate Non-negotiated carrier account rate

The selected rate type determines which shipping cost is shown to customers during checkout.


Debug Mode

Debug Mode provides additional logging and debugging information from the plugin.

Recommendation

Debug Mode should only be enabled during troubleshooting or development activities.

It should remain disabled in live production environments.


Carrier & Services Settings

This section is primarily used when:

  • EasyPost is not being used for live rate calculation
  • Infigo Delivery Methods are mapped to EasyPost carrier services

Carrier & Services Mapping

The plugin displays all mapped carriers configured within the EasyPost account.

For each carrier:

  • Supported EasyPost service names can be entered as semi-colon separated values

Example:

 
Standard;Ground
 

These service names must exactly match the EasyPost service codes for the carrier.

The configured mappings are later used when associating Infigo Delivery Methods with EasyPost shipment services.


Vendor Information

The Vendor Information section defines the shipment origin information passed to EasyPost and carriers.

This information is used for:

  • Shipping rate calculation
  • Shipment origin identification
  • Carrier contact information

Required Vendor Fields

The following fields should be populated:

  • Vendor Name
  • Company Name
  • Street
  • City
  • State / Province
  • Zip / Postal Code
  • Country ISO Code
  • Phone Number
  • Email Address

Parcel Settings

The Parcel Settings section controls how parcel dimensions and parcel quantities are generated for shipments.


Auto Parcel Size Calculation

This setting determines whether parcel sizes are:

  • Automatically calculated by Infigo
  • Manually defined using predefined parcel sizes

When Enabled

When enabled:

  • Infigo calculates parcel quantities and dimensions automatically
  • Calculations use product dimensions and weights
  • Calculations consider configured parcel limits

The following product dimensions should be populated:

  • Weight
  • Height
  • Length
  • Width

Max Package / Parcel Weight

Defines the maximum parcel weight allowed before additional parcels are created.

  • Value is configured in ounces

Max Package / Parcel Length

Defines the maximum parcel length allowed before additional parcels are created.

  • Value is configured in inches

Parcel Allocation Level

The Parcel Allocation Level determines how parcel calculations are grouped.

Available Options

Option Behaviour
Order Calculates parcels across the full order
Order Line Calculates parcels per order line
Order Line Quantity Calculates parcels per individual quantity

Order

All order items are considered together during parcel calculation.

Order Line

Parcel calculations are performed separately for each order line.

At minimum, one parcel or shipping label is generated per order line.

Order Line Quantity

Parcel calculations are performed for every individual item quantity.

At minimum, one parcel or shipping label is generated per unit.


Use Predefined Package Names

When enabled:

  • Parcel dimensions and weights are replaced with predefined package names

This is commonly used with carrier-specific predefined packaging services.

Example:

  • FedEx One Rate packaging

In these scenarios, the predefined parcel name must match the carrier-supported package type.


Predefined Parcels

When Auto Parcel Size Calculation is disabled:

  • Predefined parcel sizes can be configured manually

These parcels can then be:

  • Automatically requested during shipment creation
  • Selected manually during shipment management workflows

Buy Shipping Instantly Interaction

When Buy Shipping Instantly is enabled:

  • Shipment requests are generated for every predefined parcel size configured

When Buy Shipping Instantly is disabled:

  • Predefined parcels become selectable options during manual shipment creation

Artifacts Settings

The Artifacts Settings section controls how shipping labels and related shipment documents are output.


Labels Hot Folder

Allows shipping labels to be automatically copied into a configured hot folder location.

This is commonly used for automated printing workflows.


Packaging Slip Hot Folder

Allows shipping labels to be embedded within packaging slips.

The generated packaging slips can then be automatically downloaded into a configured hot folder.


Job Ticket Hot Folder

Allows shipping labels to be embedded within job tickets.

This is commonly used depending on whether shipping is processed at:

  • Order level
  • Order line level

Customs Information

Customs Information settings are used for international shipments where customs declarations are required.

The configured customs data is used as default shipment information for applicable orders.

Available Customs Settings

Setting Purpose
Order Content Type Defines the shipment contents
Order Content Explanation Additional shipment description
EEL PFC Threshold Determines PFC code threshold logic
EEL PFC Over PFC code used above threshold
EEL PFC Under PFC code used below threshold
Send Dummy Customs in Rate Call Sends placeholder customs information during checkout rate requests
HsTariffNumber Default fallback HS tariff number

Manifest Files

Manifest Files are only required for specific carriers that require shipment manifests.

If manifest configuration is required:

  • A support ticket should be raised with the Customer Support team for assistance with setup and configuration.
Understanding EasyPost Supported Couriers

Understanding EasyPost Supported Couriers

EasyPost acts as a shipping integration platform that connects Infigo to a wide range of global carriers. Instead of integrating directly with individual couriers one-by-one, EasyPost provides a single API connection that allows businesses to retrieve shipping rates, create shipments, generate labels, and track deliveries across multiple carriers.

This flexibility makes EasyPost particularly useful for businesses that:

  • Use multiple shipping providers

  • Ship domestically and internationally

  • Need live shipping rates during checkout

  • Want to compare courier pricing and delivery speeds

  • Require centralized shipment management

Below is an overview of the most commonly used courier categories supported by EasyPost.


Major International Couriers

UPS

UPS is one of the most widely used global shipping carriers and is commonly used for:

  • Domestic parcel delivery

  • International shipping

  • Express and time-sensitive deliveries

  • Commercial logistics

UPS services typically include:

  • Ground shipping

  • Next Day Air

  • 2nd Day Air

  • Worldwide Expedited

UPS is often chosen for reliability, tracking visibility, and strong international coverage.


FedEx

FedEx is a global courier known for fast delivery services and detailed shipment tracking.

Common FedEx services include:

  • FedEx Ground

  • FedEx Express

  • Overnight shipping

  • International Priority

  • Freight services

FedEx is commonly used for high-value, urgent, or business-critical shipments.


DHL Express

DHL Express specializes in international shipping and customs processing.

DHL is especially popular for:

  • International express shipments

  • Cross-border ecommerce

  • Worldwide commercial shipping

  • Fast customs clearance

DHL is often preferred for global delivery speed and international coverage.


USPS

The United States Postal Service (USPS) is commonly used for:

  • Low-cost domestic shipping within the US

  • PO Box deliveries

  • Lightweight ecommerce shipments

  • Residential deliveries

Popular USPS services include:

  • Priority Mail

  • Priority Mail Express

  • Ground Advantage

  • Media Mail

USPS is typically the most economical option for lightweight US shipments.


Canadian Couriers

Canada Post

Canada Post is Canada’s national postal service and is commonly used for:

  • Domestic Canadian deliveries

  • Residential shipping

  • International parcel services

  • Ecommerce fulfillment

Services may include:

  • Expedited Parcel

  • Xpresspost

  • Priority

  • Regular Parcel

Canada Post is frequently paired with EasyPost for Canadian ecommerce operations.


Purolator

Purolator is a major Canadian courier that provides:

  • Domestic Canadian shipping

  • Cross-border US shipping

  • Express delivery services

  • Freight and logistics services

Common Purolator services include:

  • Purolator Ground

  • Purolator Express

  • Purolator Express US

  • Purolator Ground US

Purolator is often selected for strong Canadian delivery coverage and business shipping reliability.


Regional & Ecommerce Couriers

EasyPost also supports a large number of regional and ecommerce-focused carriers.

Examples include:

  • GLS

  • OnTrac

  • LaserShip

  • Sendle

  • APC Postal Logistics

  • CouriersPlease

  • Aramex

  • DPD

  • Hermes/Evri

  • Royal Mail

  • Australia Post

These carriers are often used for:

  • Localized delivery regions

  • Last-mile delivery

  • Lower-cost ecommerce fulfillment

  • Country-specific shipping services

Availability may vary depending on the country and EasyPost account configuration.


Freight & Logistics Providers

EasyPost also supports some freight and logistics-focused providers for larger shipments.

These may include:

  • UPS Freight

  • FedEx Freight

  • DHL Freight

  • Regional LTL providers

Freight carriers are typically used for:

  • Pallet shipments

  • Bulk goods

  • Large-format products

  • Commercial freight transportation

Freight integrations may require additional carrier configuration.


Carrier Availability in EasyPost

Not all carriers are automatically enabled in every EasyPost account.

To use a courier within Infigo:

  1. The carrier must first be connected within the EasyPost account

  2. The EasyPost account must contain valid carrier credentials

  3. The carrier must be enabled within the Infigo EasyPost plugin configuration

  4. Required services must be selected under Carriers & Services

Some carriers may require:

  • Separate approval

  • Carrier account verification

  • Production API access

  • Additional commercial agreements

If a carrier does not appear in EasyPost, customers may need to contact EasyPost support.


Choosing the Right Courier

Different couriers are better suited for different business requirements.

Requirement Common Courier Choice
Lowest domestic shipping cost USPS / Canada Post
Fast international delivery DHL Express
Business parcel shipping UPS / FedEx
Canadian domestic shipping Purolator / Canada Post
Ecommerce fulfillment USPS / regional carriers
Time-sensitive shipments FedEx Express / UPS Air
International customs efficiency DHL Express

Important Notes for Infigo Customers

When using EasyPost within Infigo:

  • Carrier services displayed in checkout are pulled directly from EasyPost

  • Shipping rates depend on carrier account setup and configuration

  • Parcel dimensions and weights significantly affect returned rates

  • International shipping may require customs configuration

  • Different carriers may return different rate structures and service names

  • Some carriers may require production API keys before rates are available

For best results, customers should:

  • Ensure product dimensions are accurate

  • Configure parcel settings carefully

  • Test domestic and international shipping separately

  • Verify enabled carrier services inside EasyPost

  • Confirm vendor/shipping origin addresses are correct


Additional Resources

For a full and up-to-date list of supported carriers, customers should review EasyPost’s official carrier directory:

https://www.easypost.com/carriers

EasyPost regularly adds new courier integrations and expands regional support.

Services & Rates

Services & Rates

Overview

The EasyPost plugin supports the ability for EasyPost to control both:

  • The shipping services displayed to customers
  • The shipping rates shown during the checkout process

Shipping rates returned by EasyPost are calculated based on multiple factors relating to the shipment, carrier configuration, and delivery destination.


Shipping Rate Calculation

The rates returned from EasyPost are determined using several inputs.

Parcel Information

Shipping rates are influenced by:

  • The items included in the order
  • Parcel sizes
  • Parcel quantities required to fulfil the shipment

Parcel calculation behaviour depends on the EasyPost parcel configuration settings.


Origin Address

The shipment origin address is used when calculating rates.

This represents:

  • The address the shipment is being dispatched from
  • The collection location used by the carrier

Shipping Destination

The customer shipping address entered during checkout is used when requesting rates from EasyPost.

The destination address affects:

  • Available carrier services
  • Shipping pricing
  • International shipment eligibility

Carrier Account Rates

EasyPost also uses the negotiated carrier rates configured against the linked carrier accounts within the EasyPost account.

This may include:

  • Negotiated discounts
  • Contract pricing
  • Carrier-specific account rates

Enabling EasyPost Shipping Rates

To allow EasyPost to control shipping services and rates within the storefront, the EasyPost delivery computation method must be enabled.

Navigation Path

Navigate to:

Configuration > Delivery > Delivery Computation

For US-based platforms, this may appear as:

Configuration > Shipping > Shipping Computation

Alternatively, search for:

  • Computation

within the admin menu search bar.


Enabling the EasyPost Computation Method

  1. Locate the EasyPost computation method
  2. Select Edit
  3. Enable the Is Active checkbox
  4. Select Update

Once enabled, EasyPost can return live shipping services and shipping rates during checkout.


Using EasyPost for Labels Only

EasyPost rate calculation is optional.

If live EasyPost rates are not required, EasyPost can still be used for:

  • Shipment creation
  • Shipping label generation
  • Tracking information

In these scenarios, Infigo Delivery Methods can be used instead of EasyPost live rates.

Delivery Methods can then be mapped to EasyPost shipping services for shipment generation purposes.


Rate Type Configuration

The EasyPost plugin includes a Rate Type setting which controls which shipping rate value is shown to customers.

This setting is located within the General Settings section of the plugin.

Available Rate Types

Rate Type Description
Rate The quoted carrier rate for the connected carrier account, including negotiated discounts where applicable
Retail Rate The standard retail shipping rate available without a carrier account
List Rate The non-negotiated account rate provided by the carrier

This allows storefront administrators to control which pricing structure is displayed to end customers.

The selected rate type can also influence shipping margin and profitability depending on the negotiated carrier pricing available within the linked carrier accounts.


Filtering Carrier Services

The EasyPost plugin supports service-level filtering, allowing administrators to control which carrier services are available within the storefront.

This functionality is configured within the:

Carriers and Services section of the EasyPost plugin configuration.


Carrier & Service Configuration

The carrier and services section is automatically populated using the carriers configured and mapped within the EasyPost account.

Configuring Services

  1. Navigate to the EasyPost plugin configuration
  2. Scroll to the Carriers and Services section
  3. Select a carrier from the Select Carrier dropdown
  4. Review the available services displayed within the services table
  5. Select Edit against a service to open the service configuration options

The displayed services depend on factors such as:

  • Parcel size
  • Parcel weight
  • Shipping destination
  • Carrier availability

Service Configuration Options

Enabled for Checkout

Determines whether the service is displayed to customers during checkout when EasyPost live rates are enabled.


Enabled for MIS

Determines whether the service can be mapped to an Infigo shipping method within MIS workflows.

Services enabled for MIS are not displayed directly to customers during checkout.


Friendly Name

Allows a custom display name to be configured for the shipping service shown to customers.


Additional Classes

Allows custom CSS class names to be appended to the service within the DOM.

This can be used for service-specific storefront styling.


Order

Controls the display order of the service during checkout.


Additional Shipping Fee Configuration

Additional shipping fee settings allow administrators to apply uplifts to the shipping rates returned by EasyPost.

These settings can be configured on a per-service basis.

Available Options

Setting Purpose
Additional Shipping Fee Type Determines whether the uplift is a fixed amount or percentage
Additional Shipping Fee Per Parcel Applies an uplift per parcel
Additional Shipping Fee Per Order Applies an uplift per order

These settings provide additional control over shipping charge calculations and margin management.


Service Specific Options

The Service Specific Options section is intended for advanced configuration scenarios.

This functionality should generally only be configured with guidance from the Customer Support team.

Parcel Settings

Parcel Settings

Overview

The Parcel Settings section within the EasyPost configuration determines how parcel sizes are calculated and sent to EasyPost during shipment creation.

These settings control:

  • How parcels are grouped
  • How parcel dimensions are calculated
  • Whether parcel sizes are automatically generated or manually predefined
  • How many shipping labels may be returned for an order

The Parcel Settings section is located within the EasyPost plugin configuration.


Parcel Allocation Level

The Parcel Allocation Level setting determines which order data is used during parcel calculation.

There are three available options:

  • Order
  • Order Line
  • Order Line Quantity

Order

When set to Order:

  • All items within the order are considered together when calculating parcel sizes.

This results in parcel calculations being performed across the entire order as a single shipment grouping.


Order Line

When set to Order Line:

  • Parcel calculations are performed separately for each order line item.

At minimum:

  • One shipping label or parcel is returned for each order line item

Additional parcels may still be created if:

  • Maximum parcel weight is exceeded
  • Maximum parcel size is exceeded

Order Line Quantity

When set to Order Line Quantity:

  • Parcel calculations are performed for every quantity of every order line item.

This effectively results in:

  • At least one parcel or shipping label per individual unit

Additional parcels may still be generated if parcel size or weight restrictions are exceeded.


Parcel Size Calculation

The Parcel Size Calculation setting determines whether Infigo:

  • Automatically calculates parcel sizes and quantities
  • Uses predefined parcel configurations

Auto Calculated Parcels

When automatic parcel calculation is enabled:

  • Infigo uses the quantity and dimensions of ordered items
  • Parcel quantities and parcel dimensions are calculated automatically

The calculation also considers:

  • Auto Calculated Parcel Max Weight
  • Auto Calculated Parcel Max Size

These settings are used to determine the optimum parcel count and parcel dimensions for the shipment.

Product Dimension Requirements

When using automatic parcel calculation, products should contain the following dimensional data:

  • Weight
  • Height
  • Length
  • Width

Without these values, parcel calculations may not behave correctly.


Predefined Parcel Options

When automatic parcel calculation is not being used, predefined parcel configurations can be used instead.

The plugin supports multiple predefined parcel configuration modes.


Predefined Parcels

The Predefined Parcels option sends:

  • Predefined parcel dimensions
  • Predefined parcel weights

If configured, figure weight values are also included.


Predefined Parcel Names

The Predefined Parcel Names option sends:

  • Parcel names
  • Parcel dimensions
  • Parcel weights

Supported predefined parcel names are based on the package names supported by EasyPost and its carriers.

These supported package names can be found within the EasyPost API documentation.


Combination Parcel Options

Combination parcel options trigger multiple shipment requests to EasyPost.

When combination options are used:

  • Multiple EasyPost requests are generated
  • Customers are able to choose from all services returned across those requests

This increases the number of available shipping service options during checkout.


Auto Calculated Parcel Max Weight

The Auto Calculated Parcel Max Weight setting defines the maximum parcel weight allowed before additional parcels are created.

When the calculated parcel weight exceeds the configured maximum:

  • Additional parcels are generated automatically

Important Notes

  • This is currently configured as a storefront-wide setting
  • The setting applies across all carriers linked to the EasyPost account
  • The value is configured in ounces

Auto Calculated Parcel Max Size

The Auto Calculated Parcel Max Size setting controls the maximum calculated parcel size before additional parcels are generated.

The parcel size calculation uses a girth-based algorithm:

 
(2 × Length) + (2 × Height) + Width
 

This calculation is used when automatic parcel calculation is enabled.

The calculated total parcel volume is then evaluated against the configured maximum size threshold.


Predefined Parcels Configuration

When automatic parcel calculation is disabled:

  • Predefined parcel sizes can be configured manually
  • These parcel configurations can later be selected during shipment creation

Buy Shipping Instantly Behaviour

When Buy Shipping Instantly Is Enabled

When Buy Shipping Instantly is enabled:

  • A shipment label request is generated for every predefined parcel configured

If the Parcel Allocation Level is also set to:

  • Order Line
  • Order Line Quantity

then predefined parcel requests are generated for each applicable grouping as well.


When Buy Shipping Instantly Is Disabled

When Buy Shipping Instantly is disabled and shipments are created manually:

  • Predefined parcels become selectable options during shipment creation

This allows administrators to select predefined parcel configurations instead of manually entering dimensions each time.


Creating Predefined Parcels

New predefined parcel configurations can be added directly within the Parcel Settings table.

Adding a Parcel

To create a new predefined parcel:

  1. Select the add button
  2. A new row is added to the parcel table
  3. Double-click individual fields to edit parcel information

Parcel information can then be configured directly within the table interface.


Additional Parcel Information

Additional guidance relating to package size measurement is available through the:

  • More Info

option within the Parcel Settings section.


Saving Parcel Configuration Changes

After making changes to Parcel Settings:

  1. Scroll to the top of the configuration page
  2. Select Save

Changes will not be applied unless the configuration is saved successfully.

Shipping Labels

Shipping Labels

Overview

The EasyPost integration allows shipping labels to be generated directly from within Infigo.

Shipping labels are created when Infigo requests EasyPost to create a shipment. Once the shipment has been successfully created, EasyPost returns the shipping labels associated with the parcels included in that shipment.


When Shipping Labels Are Generated

Shipping labels are generated at the point where EasyPost is instructed to create the shipment.

The exact point at which shipment creation occurs depends on the EasyPost plugin configuration and the shipment workflow being used.

Examples may include:

  • Automatic shipment creation workflows
  • Manual shipment creation workflows
  • Shipment creation through Shared Print Operations

Once the shipment is created, EasyPost returns the required shipping labels for the shipment.


Shipping Label Quantity

The number of shipping labels returned for a shipment depends on the number of parcels required to fulfil the order.

The parcel count itself is determined by the EasyPost parcel configuration and shipment setup rules configured within the plugin.

A separate shipping label is generated for each parcel included within the shipment.


Parcel Generation Methods

Parcels can be generated using two different approaches.

1. Automatically Calculated Parcels

Infigo can automatically calculate parcel requirements using the dimensions and weight configured against products.

This calculation uses a cubic root formula to estimate parcel sizing while taking into account configured shipment constraints such as:

  • Maximum parcel weight
  • Maximum parcel length

Parcel generation behaviour can also depend on how parcel grouping has been configured, including:

  • Order level
  • Order line level
  • Order line quantity level

Using these rules, Infigo determines how many parcels are required for the shipment.


2. Predefined or Manual Parcels

Parcels can also be generated manually using:

  • Predefined parcel sizes
  • Manually entered parcel dimensions
  • Manually entered parcel weights

These parcel details are configured during shipment creation.


Shipping Label Retrieval

There are multiple methods available for retrieving shipping labels after they have been returned from EasyPost.


Option 1 – Download from Shared Print Operations

Shipping labels can be manually downloaded from Shared Print Operations after the shipment has been created.

To access the labels:

  1. Open the relevant job within Shared Print Operations
  2. Navigate to the Shipping Information section
  3. Select View Shipping Information

From there, the returned shipment labels can be accessed and downloaded.


Option 2 – Copy Labels to a Hot Folder

Shipping labels can be automatically copied to a configured hot folder location.

This workflow is commonly used alongside Infigo Sync integrations and automated print workflows.


Option 3 – Embed Labels into Documents

Shipping labels can also be embedded directly into:

  • Packaging slips
  • Job tickets

This allows shipment documentation and labels to be consolidated into a single output document where required.

Tracking Information

Tracking Information

Overview

EasyPost provides tracking information for every parcel shipped through the EasyPost platform.

When a shipment is created from Infigo using the EasyPost plugin, the tracking information returned by EasyPost is automatically stored against the order along with the generated shipping label information.


Tracking Information Returned by EasyPost

EasyPost returns a tracking link for each shipment.

The tracking link opens a tracking webpage containing shipment and delivery information for the parcel.

The tracking page may include information such as:

  • Expected delivery date
  • Carrier information
  • Shipping service used
  • Carrier-specific tracking code
  • Current shipment status
  • Parcel journey progress

The tracking page updates as the parcel moves through the carrier network, providing near real-time shipment updates.


Tracking Information Availability Within Infigo

Once shipment creation has completed and the tracking information has been stored against the order, the tracking details become available throughout multiple areas of the platform.


Shared Print Operations

Within Shared Print Operations (SPO):

  • Jobs include a Shipping Information section
  • The Tracking Number field is populated with the EasyPost tracking URL

This allows operators to access shipment tracking information directly from the production workflow.


Sales Orders

Tracking information is also displayed against the Sales Order within the admin interface.

This provides visibility of shipment tracking directly from the order management workflow.


My Account – Customer Access

Customers can access tracking information through the storefront My Account area.

Within:

  • My Account > My Orders

customers can:

  • View historical orders
  • Open individual order details
  • Access shipment tracking information
  • Open the EasyPost tracking page links

This allows customers to monitor shipment progress directly from their account area.


Shipping Confirmation Emails

If shipping confirmation emails are enabled, Infigo can include EasyPost tracking information within the shipment notification email sent to customers.

When an order is marked as shipped:

  • Infigo triggers the Order Shipped Notification email

The tracking information can be inserted into the email using the following message token:

 
%Order.TrackingInformation%
 

This token outputs the tracking information returned from EasyPost for the shipment.

Customs Information

Customs Information

Overview

The EasyPost configuration includes a dedicated Customs Info section used for international shipments where customs information is required between the shipment origin and destination countries.

The customs configuration settings are located near the bottom of the EasyPost configuration page under the Customs Info header.

The information configured within this section is used as the default customs information for shipments originating from the storefront when customs data is required.

These settings are primarily used when:

  • Shipping goods internationally
  • The origin and destination countries require customs declarations
  • Rates are being fetched for international services requiring customs data

Customs Information Usage

All customs information configured within the EasyPost settings is automatically included with applicable international shipment requests.

This information is also used during rate requests before parcel-level shipment information has been fully defined.

The configured values act as default customs information for all orders placed through the storefront when customs details are required.


Customs Configuration Fields

Order Content Type

The Order Content Type field provides a dropdown list of supported content classifications used to define the type of goods being shipped.

This setting helps identify the shipment contents for customs purposes.


Order Content Explanation

The Order Content Explanation field allows a more detailed description of the goods being shipped from the storefront.

This value provides additional shipment detail beyond the selected content type.


EEL / PFC Threshold Configuration

EEL / PFC Threshold

The EEL / PFC Threshold setting defines the order value threshold used to determine which PFC code should be sent with the shipment.


Over Threshold Value

The Over field defines the PFC code that is sent when the order value is above the configured EEL / PFC threshold amount.


Under Threshold Value

The Under field defines the PFC code that is sent when the order value is below the configured EEL / PFC threshold amount.


Send Dummy Customs in Rate Call

The Send Dummy Customs in Rate Call setting determines whether placeholder customs information should be included during checkout rate requests.

When enabled:

  • Dummy customs information is sent as part of the rate request during checkout
  • International shipping services that require customs information can be returned to the customer
  • Customers are able to view available international shipping options and pricing during checkout

This is primarily used to ensure that international services requiring customs information are available during the shipping rate calculation process.


Tariff Number for General Fallback

The Tariff Number for General Fallback field defines the default HS tariff number that will be sent with the shipment when no other tariff number is available.

This value acts as the fallback customs tariff code for shipment requests.

Buy Shipping Instantly

Buy Shipping Instantly

Overview

The Buy Shipping Instantly setting is located within the EasyPost configuration under the General section. This setting determines whether Infigo sends a request to EasyPost immediately after an order is placed.

When the setting is enabled and the EasyPost configuration is saved, Infigo automatically sends the shipment request to EasyPost as soon as an order is placed through the storefront.

This removes the need to manually trigger shipment creation. However, it also means there is reduced control over parcel configuration on an order-by-order basis, including the parcel sizes and parcel structures sent with the shipment request.


Parcel Request Behaviour

The shipment request sent to EasyPost behaves differently depending on the Auto Parcel Size Calculation setting.

Auto Parcel Size Calculation Enabled

When Auto Parcel Size Calculation is enabled:

  • Infigo sends all calculated parcels within the shipment request to EasyPost.

Auto Parcel Size Calculation Disabled

When Auto Parcel Size Calculation is disabled:

  • Infigo sends all predefined parcel sizes configured within the EasyPost parcel settings.

The parcel-related settings are located within the Parcels section of the EasyPost configuration.


Workflow When Buy Shipping Instantly Is Enabled

When Buy Shipping Instantly is enabled and an order is placed through the storefront:

  • The shipment is automatically created.
  • The job status is automatically updated to indicate that the shipment has been created.
  • Relevant shipment information returned from EasyPost is automatically populated against the order.

Within the order’s shipping information section, the following information becomes available:

  • Shipment details
  • Tracking numbers
  • Shipping data returned from EasyPost

Selecting the View option opens additional shipment information and actions.

Available Actions

The following actions are available after the shipment has been created:

  • Recreate the shipping label
  • Recreate the packaging slip
  • View postage labels
  • Access tracking URLs

After the shipment has been automatically created, no further shipment configuration changes can be made from this interface.


Workflow When Buy Shipping Instantly Is Disabled

When Buy Shipping Instantly is disabled:

  • Infigo does not automatically send shipment requests to EasyPost after an order is placed.
  • Shipping labels are not automatically created.

Instead, shipment creation must be managed manually through Shared Print Operations within the admin area.

After locating and expanding the job, the shipping information section contains a View option which opens the manual shipment management interface.

This workflow provides a more manual shipment management process compared to the automatic workflow used when Buy Shipping Instantly is enabled.

Manual Shipment Management

Within the manual shipment management interface:

  • The carrier selected during checkout is displayed
  • The shipping service selected during checkout is displayed
  • Parcel definitions can be configured manually
  • Predefined parcel sizes can be selected

Once parcel sizes have been configured or selected, the shipment can be created manually. At that point:

  • The shipment request is sent to EasyPost
  • Shipping labels are returned from EasyPost

International Shipment Handling

For international shipments that require customs information:

  • Order items must be manually assigned into the parcels being shipped.

This is completed by:

  1. Selecting the Add Shipment Information option
  2. Dragging individual order items into their respective parcels

International Shipment Limitation

Buy Shipping Instantly is not supported for international shipments due to customs-related requirements.

International shipments must be manually triggered and handled.

Using Infigo Delivery Methods with EasyPost Shipping Labels

Using Infigo Delivery Methods with EasyPost Shipping Labels

Overview

The EasyPost integration supports workflows where Infigo Delivery Methods are used for storefront pricing and service selection, while EasyPost is still used for:

  • Shipment creation
  • Carrier communication
  • Shipping label generation

This allows businesses to:

  • Use custom delivery pricing models within Infigo
  • Continue generating shipping labels through EasyPost
  • Map internal delivery methods to specific EasyPost carrier services

This approach is commonly used when shipping prices are controlled internally rather than using live EasyPost rate calculations.


Supported Delivery Computation Methods

The EasyPost mapping functionality currently supports the following Infigo Delivery Computation Methods:

  • Fixed Rate
  • Weight Based Delivery
  • Custom Delivery Pricing

Unsupported Delivery Plugins

The following delivery rate plugins are not supported for EasyPost service mapping:

  • UPS Rate Plugin
  • USPS Rate Plugin
  • FedEx Rate Plugin

Carrier & Service Mapping Configuration

Before delivery methods can be mapped, the EasyPost carrier and service mappings must first be configured.

Navigation Path

Open the EasyPost plugin configuration and locate the:

  • Carrier and Services Settings section

Configuring Carrier Services

Within the Carrier and Services Settings section:

  • Configure the EasyPost carrier services that should be available for mapping
  • Service names must match the EasyPost carrier service names exactly

The configuration accepts:

  • Semi-colon separated service values

Example:

 
Priority;Express
 

The configured services become selectable later when mapping Infigo Delivery Methods.


Example Scenario

Example configuration:

Delivery Method Customer Price EasyPost Service
Standard Fixed price of 9.99 USPS Priority
Express Fixed price of 14.99 USPS Express

In this setup:

  • Customers see the internally configured delivery pricing
  • EasyPost still generates the shipment and shipping label using the mapped USPS service

Mapping Delivery Methods to EasyPost Services

Step 1 – Open Delivery Methods

Navigate to:

Configuration > Settings > Delivery > Delivery Methods

Locate the delivery method that should be mapped and select:

  • Edit

Step 2 – Open Infigo Connect Mapping

Within the delivery method configuration:

  • Select the green Infigo Connect button

This opens the external mapping interface used for integration mappings.


Step 3 – Select Carrier & Service

Within the mapping popup:

  1. Select the EasyPost carrier
  2. Select the EasyPost service

The dropdown options are populated from the:

  • Carrier and Services Mapping configuration within the EasyPost plugin

Example

Field Example Value
Carrier USPS
Service Priority

External ID Generation

Once the carrier and service are selected:

  • The External ID field is automatically generated

This value represents the EasyPost service reference that will be used during shipment creation requests.


Saving the Mapping

After selecting the carrier and service:

  1. Select Save External Reference
  2. Save the delivery method configuration

The Infigo Delivery Method is now mapped to the selected EasyPost carrier service.


Shipment Creation Behaviour

Once the mapping has been completed:

  • Customers select the Infigo Delivery Method during checkout
  • Infigo uses the mapped EasyPost carrier service when creating shipments
  • EasyPost generates the shipment and corresponding shipping label using the mapped service

Example

Customer Selection EasyPost Shipment Service
Standard USPS Priority
Express USPS Express

This allows storefront delivery pricing and EasyPost shipment generation to operate independently while remaining connected through the delivery method mapping configuration.

Automatically Placing Shipment Orders

Automatically Placing Shipment Orders

Overview

The EasyPost integration supports automatic shipment creation when a customer completes the checkout process on an Infigo storefront.

This workflow allows shipment orders and shipping labels to be generated automatically without requiring manual shipment processing within Infigo.

Automatic shipment creation is primarily designed for workflows where:

  • Products are predictable in size and weight
  • Parcel configuration can be standardized
  • Minimal manual shipment validation is required
  • Customs processing is not required

Example Use Case

Automatic shipment creation is particularly useful for storefronts shipping:

  • Large quantities of identical products
  • Standardized products with predictable parcel dimensions
  • Orders that do not require manual shipping review

In these scenarios:

  • Shipping labels can be generated automatically
  • Manual shipment verification is reduced
  • Shipment processing becomes significantly faster

This workflow is especially effective when:

  • Customs documentation is not required
  • Carriers are not highly restrictive regarding parcel accuracy

Production Offset Support

When production offsets or shipping cutoff rules are configured within Infigo:

  • Shipment labels can still be generated automatically
  • The correct shipment date can be applied to the label

This helps streamline the shipment process while still respecting production lead times and cutoff restrictions.


Enabling Automatic Shipment Orders

To enable automatic shipment creation:

  1. Open the EasyPost configuration settings
  2. Navigate to the General section
  3. Enable the Buy Shipping Instantly setting
  4. Save the configuration

Once enabled, Infigo automatically sends shipment requests to EasyPost immediately after an order is placed.


Buy Shipping Instantly Behaviour

When Buy Shipping Instantly is enabled:

  • Shipment requests are automatically sent to EasyPost
  • Shipping labels are generated automatically
  • Manual shipment triggering is no longer required

However, this also reduces manual control over shipment configuration on an order-by-order basis.

This includes reduced control over:

  • Parcel selection
  • Parcel sizes
  • Shipment structure

Parcel Configuration Behaviour

When Buy Shipping Instantly is enabled:

  • Shipping label requests are generated for every predefined parcel size configured within the Parcel Settings section

If the Parcel Allocation Level is also configured as:

  • Order Line
  • Order Line Quantity

then predefined parcel requests are generated for each applicable grouping as well.

Additional parcel configuration behaviour is controlled through the Parcel Settings section of the EasyPost configuration.


Placing an Automatic Shipment Order

Once Buy Shipping Instantly has been enabled:

  1. A customer places an order through the storefront
  2. A carrier using EasyPost shipping rates is selected during checkout
  3. Infigo automatically creates the shipment request
  4. EasyPost processes the shipment order

Verifying Shipment Creation in EasyPost

Shipment requests can be verified directly within the EasyPost dashboard.

Viewing Shipments in EasyPost

Within EasyPost:

  1. Open the Shipments section
  2. Verify the correct environment is selected:
    • Test Environment
    • Production Environment
  3. Review the shipment list

The latest shipment order created from Infigo will appear within the shipment list.


Shipment Details Available in EasyPost

Selecting the shipment details provides access to additional shipment information including:

  • Order details
  • Shipment origin information
  • Shipment destination information
  • Tracking information
  • Shipping labels
  • Shipment receipts

Shipment Information Returned to Infigo

After EasyPost creates the shipment:

  • Shipment information is returned back into Infigo automatically

This information becomes available within:

  • Shared Print Operations
  • Shipping Information sections
  • Tracking information fields

Shared Print Operations

Within Shared Print Operations:

  • Shipment information is automatically populated against the order
  • Tracking information becomes available immediately after shipment creation

This confirms that the shipment information has successfully been returned from EasyPost into Infigo.


Tracking Information Access

Tracking information can be accessed directly from the Shipping Information section within Shared Print Operations.

This includes:

  • Tracking URLs
  • Shipment tracking information
  • Carrier tracking references

Additional Shipment Actions

Selecting the View option within the Shipping Information section opens additional shipment actions and shipment data.

Available actions include:

  • Recreating shipping labels
  • Viewing postage labels
  • Accessing packaging slip information
  • Accessing tracking URLs

All of this information is accessible directly within Infigo while being sourced from the EasyPost shipment data.

Manually Placing Shipment Orders

Manually Placing Shipment Orders

Overview

The EasyPost integration supports manual shipment creation workflows within Infigo.

In this workflow:

  • Shipment requests are not automatically created when an order is placed
  • Parcel information is manually configured by an administrator or dispatcher
  • Shipping labels are only generated after the shipment request is manually submitted to EasyPost

This process provides greater control over parcel configuration and shipment accuracy compared to the automatic shipment workflow.


Example Use Cases

Manual shipment workflows are particularly useful for businesses shipping:

  • Products with varying sizes and shapes
  • Complex packages
  • Orders requiring manual parcel configuration
  • Shipments requiring detailed parcel assignment

Example scenarios may include:

  • A dispatcher manually boxing orders
  • Different box sizes being selected for each shipment
  • Parcel dimensions being entered manually
  • Orders requiring human review before shipment creation

This workflow prioritises shipment accuracy while requiring manual intervention during the shipping process.


Disabling Automatic Shipment Creation

To use manual shipment management:

  1. Open the EasyPost configuration settings
  2. Navigate to the General section
  3. Disable the Buy Shipping Instantly setting
  4. Save the configuration

When disabled:

  • Infigo does not automatically send shipment requests to EasyPost
  • Shipping labels are not automatically generated

Manual Shipment Access

Once Buy Shipping Instantly has been disabled:

  1. Navigate to Shared Print Operations
  2. Locate the relevant order
  3. Expand the order details
  4. Open the Shipping Information section

From here, shipment creation can be managed manually.


Order Status Behaviour

When using manual shipment workflows:

  • Orders remain in an Ordered state after checkout
  • Orders are not immediately marked as Shipment Created

This differs from the automatic shipment workflow where shipment creation occurs immediately after checkout.


Shipping Information Before Shipment Creation

Before the shipment is manually created:

  • Tracking information is not yet available
  • Shipment labels have not yet been generated
  • EasyPost shipment records do not yet exist

However, some shipment-related information may already be visible, including:

  • Selected shipping method
  • Shipping description
  • Dispatch information
  • Delivery information

These values may be populated from other storefront delivery settings.


Opening Manual Shipment Management

Selecting the View icon within the Shipping Information section opens the manual shipment management interface.

This interface allows administrators to:

  • Define parcel information
  • Select predefined parcels
  • Assign order items to parcels
  • Request shipment rates
  • Create shipments manually

Parcel Definition

The Parcel Definition section allows parcels to be configured manually for the shipment.

Administrators can:

  • Add new parcels
  • Enter parcel dimensions
  • Enter parcel weights

Adding Parcels

To add a parcel:

  1. Select Add New Parcel
  2. A new row is added to the parcel table
  3. Double-click the fields to enter parcel information

Using Predefined Parcels

The manual shipment interface also supports predefined parcel configurations.

Predefined parcels allow administrators to:

  • Select previously configured parcel sizes
  • Avoid manually entering dimensions repeatedly

This improves consistency and speeds up shipment processing.


Shipment Information for International Orders

For international shipments requiring customs information:

  • Order items must be manually assigned into parcels

This is completed using the:

  • Add Shipment Information

option.

Assigning Items to Parcels

Order lines can be assigned to parcels by:

  • Dragging and dropping order items into the relevant parcel definitions

This ensures customs information is correctly associated with each parcel.


Creating the Shipment

Once parcel configuration has been completed:

  1. Parcel sizes are defined or selected
  2. Shipment information is configured
  3. The administrator selects Create Shipment

At this stage:

  • Infigo sends the shipment request to EasyPost
  • EasyPost returns the available carrier rates

Selecting Shipping Rates

After requesting shipment creation:

  • EasyPost returns a list of available carrier services and rates

The administrator can then:

  1. Review the returned services
  2. Select the appropriate shipping service
  3. Confirm the shipment

Once confirmed:

  • The shipment order is placed within EasyPost
  • Shipping labels are generated
  • Tracking information is returned to Infigo

Shipment Information Returned to Infigo

After shipment creation:

  • Shipment information is automatically returned to Shared Print Operations

Administrators can then access:

  • Shipping labels
  • Tracking URLs
  • Shipment information
  • Additional shipment-related data

This information is available in the same way as the automatic shipment workflow.


Verifying the Shipment in EasyPost

Shipment creation can also be verified directly within the EasyPost dashboard.

Verification Steps

  1. Open the EasyPost account
  2. Navigate to the Shipments section
  3. Ensure the correct environment is selected:
    • Test
    • Production
  4. Locate the shipment

The shipment record will contain:

  • Shipment costs
  • Shipment details
  • Tracking information
  • Shipping labels
  • Shipment receipts

Additional shipment data can be accessed using the shipment details view within EasyPost.

EORI Tax Identifier Support for Northern Ireland Shipments

EORI Tax Identifier Support for Northern Ireland Shipments

Overview

When shipping goods to Northern Ireland (NI) through EasyPost, supported carriers require an Economic Operators Registration and Identification (EORI) number to be included with the shipment data for customs compliance.

The latest EasyPost plugin update automatically appends a tax_identifiers object to Northern Ireland shipments when the relevant vendor information has been configured.

The following structure is added to the shipment request:

 
"tax_identifiers": {
"entity": "SENDER",
"tax_id": "1234567890",
"tax_id_type": "EORI",
"issuing_country": "GB"
}
 

This allows supported carriers to process customs-related shipment requirements for Northern Ireland deliveries.


Supported Carriers

The following carriers currently support EORI tax identifiers within the EasyPost integration:

  • DHL eCommerce Asia
  • DHL ECS
  • DPD UK
  • FedEx Cross Border
  • Royal Mail

Configuration Settings

The EORI configuration settings are located within:

Connect Plugins > Configure [EasyPost] > Vendor Info

Vendor Info Settings

Setting Purpose
Tax ID Stores the sender’s EORI number
Tax ID Type Determines the tax identifier type sent to EasyPost
Vendor's Country Populates the issuing_country value using the vendor’s ISO-2 country code

Tax ID

The Tax ID field should contain the sender’s EORI number.

Tax ID Type

The Tax ID Type must be set to:

  • EORI

Vendor's Country

The vendor country value is used to populate the issuing_country property within the tax_identifiers object.

Example:

  • GB for United Kingdom

Use Case

Direct Sales into Northern Ireland

Businesses shipping directly into Northern Ireland can store their EORI information once within the EasyPost vendor configuration.

After configuration:

  • All future Northern Ireland shipments using supported carriers automatically include the EORI information.
  • No manual EORI entry is required during shipment creation.

Configuration Steps

Step 1 – Open the EasyPost Vendor Configuration

Navigate to:

Connect Plugins > Configure [EasyPost] > Vendor Info


Step 2 – Configure EORI Details

Populate the following fields:

Field Required Value
Tax ID Type EORI
Tax ID Sender’s EORI number
Country Vendor’s country code

Verify that the vendor country is correct, as this value is used as the issuing_country within the EasyPost shipment request.


Step 3 – Save the Configuration

Save the EasyPost vendor information record.


Step 4 – Test a Northern Ireland Shipment

Create a test shipment using:

  • A Northern Ireland delivery address
  • A supported carrier

After shipment creation, verify within the EasyPost dashboard or API logs that the shipment request contains the tax_identifiers object.


Step 5 – Go Live

Once testing has been completed successfully:

  • All future Northern Ireland shipments using supported carriers automatically include the configured EORI information.

Validation & Troubleshooting

If the EORI information is missing, or if a carrier that does not support EORI identifiers is used, EasyPost may return:

  • Rate errors
  • Label creation errors
  • Customs-related shipment validation errors

Testing should include both:

  • Successful shipment creation scenarios
  • Failure scenarios involving invalid or unsupported configurations

This helps confirm that EORI data is being passed correctly to EasyPost and accepted by the selected carrier.

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