Show details for Setting up an account with Easypost | CI_Easypost_002

Setting up an account with Easypost | CI_Easypost_002

In this tutorial, we will learn how to set up your Easypost account, ready for linking to your Infigo storefront.

Tutorial Video Transcript

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In this tutorial, we'll take a look
at setting up an account

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with Easypost ready for use within Infigo.

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So in order to use Infigo's Easypost
plugin,

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you must ensure that you've created
an Easypost account which,

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if you haven't already done
so, can be done just on easypost.com.

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For information on Easypost costs,

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you can check out the rates
at easypost.com/pricing

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where you can access it

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from the homepage.

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Once you've signed up
for an account and logged

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in, you'll be taken to the dashboard.

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Now that you have an Easypost account,
the first thing that you need to do

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is link all of your carrier
accounts with Easypost.

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This means that you can start using them.

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An Easypost has access to fetch rates
and generate

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shipments,

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so log into or Easypost account
and then click on the down arrow

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next to your email address
in the top left corner.

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Then from there,
we're going to go to carrier

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accounts.

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Any carriers

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already linked to
your account will be displayed here.

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And from this screen, you can also edit
the information associated

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with those carriers

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to add a new carrier.

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Simply click on the add carrier
button at the top of the screen

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and then you'll be faced
with a search function

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where you can search for the exact carrier
that you want to add.

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If your carrier is not present

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in their default list,
then you can contact their support

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and ask them to add the carrier
that you want to utilize.

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A list of all the carriers that Easypost
currently supports

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can be found at easypost.com/carriers

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So once you've

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located and selected
the carrier that you want to add,

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you'll need to populate all of the details
required to connect to that carrier.

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Now, this information
usually includes your account number,

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address details, and any other specific
carrier information.

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So it's best to have these on hand
before you start

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this process.

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Next will set up the payment information

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that we require to create labels
within Easypost.

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Again, to begin with this process, click

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on your email address or top left corner

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and go to billing.

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From here, you can add bank details
or credit card details

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for any chargeable uses
of your Easypost account.

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So Easyposts
have a handy checklist feature.

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If you click on the symbol on the bottom
right, which says setup checklist,

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this will guide you through the steps
to get you initially set up

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with your Easypost account.

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So next, we're going to need to obtain
the API keys to connect with Infigo.

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So you can begin
by clicking your email address on the top

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left corner once again.

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And then we're going to go to the API Keys
section.

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On this page

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are presented
with a minimum of two API keys.

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So you'll have a section
which is for production API keys

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and one which is for test API keys.

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For now, copy and save both of those

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API keys somewhere safe and secure.

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You'll need to use these later
when setting up your Easypost

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Infigo plugin.

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Bear in mind that you can create multiple
API keys for each of the production

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and the test setups.

 

Incomplete
Step by Step Guide

Setting up an account with Easypost

CI_Easypost_002

Creation Date: Apr 17, 2023
Created By: Sam Webster

2. Create an account

In order to use our Easypost plugin you must ensure you have created an Easypost account which, if you haven't done already you can do so here. For information on Easypost costs you can check their rates here.

Create an account

3. Click on Dashboard to access your account

Click on Dashboard to access your account

4. Link carrier accounts

Now you have an Easypost account the first thing you need to do is link up all your carrier accounts with Easypost, so that you can start to use them and Easypost has access to fetch rates and generate shipments.

Login to your Easypost account and then click on the down arrow next to your email address in the top left corner.

Link carrier accounts

5. Click on Carrier Accounts

Click on Carrier Accounts

6. Existing carriers

Any carriers already linked to your account will be displayed here.

From this screen, you can also edit to information associated with those carrier accounts.

Existing carriers

7. Click Add Carrier to input new carrier information

Click Add Carrier to input new carrier information

8. Search for the carrier you wish to add

Here is a list of all the carriers that Easypost currently supports https://www.easypost.com/carriers. If there are carriers missing that you would like adding, then you can reach out to Easypost directly to see if they can add them to their supported list.

Search for the carrier you wish to add

9. Click on your chosen carrier

Click on your chosen carrier

10. Add carrier account information

Once you have located and selected the carrier you want to add, you will need to populate all the details required to connect to that carrier. This information usually includes your account number, address details and any other carrier specific details so its best to have these to hand before you start.

Add carrier account information

11. Next, we will set up payment information. Click on your email address to begin

Next, we will set up payment information. Click on your email address to begin

12. Click on Billing

Click on Billing

13. Set up payment methods

From here you can then add bank details or credit card details for any chargeable usages of your Easypost account.

Set up payment methods

14. Click on Set Up Checklist

Easypost have a handy Checklist feature if you click on the symbol in the bottom right of the screen it will guide you through the steps to get setup.

Click on Set Up Checklist

15. Complete checklist

Complete checklist

16. Next, we need to obtain the API keys to connect with Infigo. Begin by clicking your email address

In order to connect to your Easypost account from Infigo we require your Easypost API Keys.

To retrieve these from your account click on the down arrow next to your email address in the top left corner and then from the menu select 'API Keys'.

Next, we need to obtain the API keys to connect with Infigo. Begin by clicking your email address

17. Click on API Keys

Click on API Keys

18. API Keys page

On this page you are presented with two API keys. One for Production and one for Test. For now, copy and save both API keys somewhere safe and secure as we will use these later when setting up your Easypost Infigo plugin.

API Keys page
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