Show details for Enabling and configuring Easypost | CI_Easypost_003

Enabling and configuring Easypost | CI_Easypost_003

In this tutorial, we will learn how to enable our Easypost plugin within Infigo, along with information on accessing additional Easypost plugin settings and testing the link. Prior to completing these steps, you need to have purchased our Easypost plugin and have created an account with Easypost.

Tutorial Video Transcript

00:00:13:05 - 00:00:14:17
In this tutorial we'll learn

00:00:14:17 - 00:00:18:23
how to enable our Easypost plugin
within Infigo,

00:00:18:23 - 00:00:22:14
with information on accessing
additional Easypost plug in settings

00:00:22:22 - 00:00:25:06
and testing the link
between the two systems.

00:00:26:24 - 00:00:30:04
So please do bear in mind, prior
to completing these steps,

00:00:30:04 - 00:00:33:06
you need to have purchased Infigo’s
Easypost plugin

00:00:33:18 - 00:00:39:01
and you need to have created
an account with Easypost.

00:00:39:01 - 00:00:40:27
So the first thing we're going to do
is navigate

00:00:40:27 - 00:00:43:13
to our connect settings within Infigo.

00:00:44:25 - 00:00:47:26
This gives you the list
of all of your enabled connect

00:00:48:00 - 00:00:51:24
plugins.

00:00:51:24 - 00:00:55:04
I'm going to locate the Easypost section
within here

00:00:58:04 - 00:00:58:28
and then I'm also going

00:00:58:28 - 00:01:02:25
to make sure that Easypost is selected
in the plugins

00:01:02:25 - 00:01:06:29
to handle delivery section,
which is a bit further down.

00:01:06:29 - 00:01:10:12
So just check the box
there as well, making sure the Easypost

00:01:10:12 - 00:01:13:26
is being utilized.

00:01:13:26 - 00:01:22:19
Scroll
to the top of that page and click Save.

00:01:22:19 - 00:01:24:29
So that actually activates
our Connect plugin.

00:01:25:06 - 00:01:28:19
Now we need to go ahead
and do some of the initial configuration.

00:01:29:02 - 00:01:31:22
So I'm going to navigate to the Connect
plugins

00:01:31:22 - 00:01:34:28
screen.

00:01:34:28 - 00:01:38:15
Again, this will show you a list of all of
your Connect plugins that are available.

00:01:38:15 - 00:01:44:04
So your list is likely to be much shorter
than this.

00:01:44:04 - 00:01:46:29
I'm going to locate the Easypost section

00:01:47:21 - 00:01:51:18
and click Configure.

00:01:51:18 - 00:01:53:03
Now, there's a lot of options in here

00:01:53:03 - 00:01:56:29
that we'll be covering over
the next few tutorial videos.

00:01:57:10 - 00:01:58:07
For the time being,

00:01:58:07 - 00:02:02:10
we're just focusing on our initial setup
and connecting the two systems.

00:02:02:21 - 00:02:06:05
So what we need to
focus on is these API keys.

00:02:07:17 - 00:02:08:15
So initially we have the

00:02:08:15 - 00:02:13:14
API key here.

00:02:13:14 - 00:02:17:11
So this API key can be obtained
from your Easypost account

00:02:17:11 - 00:02:19:13
and I'll show you that in a moment.

00:02:19:13 - 00:02:23:16
And it can be either
your test API key or your production

00:02:23:26 - 00:02:27:02
API key
depending on whether you're testing

00:02:27:20 - 00:02:30:18
and do not want to have shipments
actually created

00:02:30:21 - 00:02:34:22
with your shipping providers.

00:02:34:22 - 00:02:37:01
The production API key.

00:02:37:01 - 00:02:39:28
So this again can also be obtained
from your easy first account

00:02:40:06 - 00:02:44:10
and should always be the production
API key as this is used to fetch

00:02:44:10 - 00:02:50:12
your list of available carriers
mapped to your Easypost account.

00:02:52:01 - 00:02:54:19
So let's take a look
at where to obtain this information.

00:02:55:01 - 00:02:57:24
I've got my Easypost account
open on the right hand side

00:02:58:16 - 00:03:01:15
and I'm on the dashboard screen now.

00:03:01:15 - 00:03:04:22
All I want to do
is click on the dropdown box, which is

00:03:05:18 - 00:03:08:02
labeled as my registered email address,

00:03:09:04 - 00:03:09:14
and then I'm

00:03:09:14 - 00:03:11:21
going to click on the API key option.

00:03:12:14 - 00:03:16:19
Now, as we mentioned in a previous
tutorial, this gives you two sections.

00:03:16:19 - 00:03:20:13
One is the test API key,
one is the production API key.

00:03:20:23 - 00:03:23:26
You can have multiple of both if you

00:03:24:02 - 00:03:27:03
if you need to
for your particular configuration.

00:03:27:03 - 00:03:30:18
In your particular scenario, if you've
only just set up your Easypost account,

00:03:30:25 - 00:03:32:06
you likely just to have one.

00:03:32:06 - 00:03:35:23
Each of these.

00:03:35:23 - 00:03:40:22
And all you're going to do is take those
API keys from here using this copy button

00:03:41:02 - 00:03:44:29
and paste them directly
into the Easypost settings within Infigo

00:03:45:14 - 00:03:48:29
So just as a reminder,
the API key section can be either

00:03:49:06 - 00:03:53:00
the test API key or the production
API key depending on

00:03:53:00 - 00:03:56:08
if you're in your test environment
or your production environment.

00:03:57:07 - 00:03:58:24
So I'll take my

00:03:58:24 - 00:04:00:09
test key

00:04:02:18 - 00:04:04:16
and then we have the production API key,

00:04:04:16 - 00:04:18:02
which should always match our production
section.

00:04:18:02 - 00:04:22:01
Click on Save to confirm the settings

00:04:24:03 - 00:04:26:13
and then go back to plugin list.

00:04:26:13 - 00:04:28:20
And what we want to do from here
is to actually test

00:04:28:20 - 00:04:30:26
whether the connection
has been successful.

00:04:30:26 - 00:04:33:28
So if we scroll back down
to the Easypost section

00:04:36:21 - 00:04:39:10
and then click on Check Connection

00:04:39:10 - 00:04:41:18
and what we should find
if it's been successful

00:04:41:18 - 00:04:42:27
or whether it's failed,

00:04:42:27 - 00:04:46:04
is we get a resulting message
pop up down at the bottom of the screen.

00:04:46:16 - 00:04:51:05
If it comes up as green, it's successfully
connected and red will mean it's failed.

00:04:51:05 - 00:04:53:11
And we'll hopefully give you
some additional information

00:04:53:20 - 00:05:03:14
on what the failure was.

00:05:03:14 - 00:05:06:23
Just as a side note here,
the Easypost configuration settings

00:05:06:23 - 00:05:10:20
can also be obtained
through the delivery computation screen.

00:05:10:20 - 00:05:14:16
If you remember
when we were setting up this this initial

00:05:15:16 - 00:05:16:07
plug in,

00:05:16:07 - 00:05:20:16
we enabled the Easypost to be able
to be used for delivery purposes.

00:05:20:16 - 00:05:24:14
This means we can also access the settings
through the delivery side of Infigo.

00:05:25:14 - 00:05:27:24
So if I go to the delivery computation

00:05:27:24 - 00:05:28:23
screen

00:05:33:25 - 00:05:36:07
and you'll see that
I have an Easypost option

00:05:36:26 - 00:05:43:11
on my list of delivery computations,
if I click on configure next to Easypost,

00:05:43:29 - 00:05:48:00
that will just take me directly
to the same Easypost settings screen.

00:05:48:00 - 00:05:59:10
So under the hood is all still one plugin.

00:05:59:10 - 00:06:01:29
If using Easypost
to provide delivery options,

00:06:01:29 - 00:06:05:10
be sure to enable it
within your delivery computation window.

00:06:05:24 - 00:06:08:17
So you can see I've done this
on my particular storefront already.

00:06:08:29 - 00:06:12:11
However, if you've not got a checkbox
in the IS active field

00:06:12:11 - 00:06:15:14
next to Easypost,
just make sure that you click edit

00:06:16:23 - 00:06:17:22
selects the is

00:06:17:22 - 00:06:20:17
active checkbox
for Easypost and click update.

00:06:21:00 - 00:06:25:04
That means it will then be a viable option
in the checkout process

00:06:25:04 - 00:06:26:06
for your customers.

 

Incomplete
Step by Step Guide

Enabling and Connecting Easypost

In this tutorial, we will learn how to enable our Easypost plugin within Infigo, along with information on accessing additional Easypost plugin settings and testing the link.

Prior to completing these steps, you need to have purchased our Easypost plugin and have created an account with Easypost.

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

1. Navigate to Connect Settings

Navigate to Connect Settings

2. Check Easypost in the "Enabled Connect Plugins" section

Check Easypost in the "Enabled Connect Plugins" section

3. Check EasyPost in the "Plugins to Handle Delivery" section

Check EasyPost in the "Plugins to Handle Delivery" section

4. Click on Save

Click on Save

5. Navigate to Connect Plugins

Now navigate to MIS Plugins to configure the connection and how you want it to behave.

Navigate to Connect Plugins

6. Click on Configure next to the Easypost entry

Click on Configure next to the Easypost entry

7. Locate Easypost API keys

Navigate to your Easypost account and locate your API keys as shown below. Begin by clicking on your email address

Locate Easypost API keys

8. Click on API Keys

Click on API Keys

9. Test and Production API keys are available

Test and Production API keys are available

10. Input API Keys into Infigo

In order to establish a connection the following fields need to be populated

API Key – This API Key can be obtained from your Easypost account (see here for more details) and can either be your Test API Key or your Production API key depending on whether you're testing this and do not want to have shipments actually created with your shipping providers, or using it in live production.


Production API Key – This API Key can also be obtained from your Easypost account and should be the production API Key always as this is used to fetch your list of available carriers mapped to your Easypost account.

Input API Keys into Infigo

11. Click on Save

Click on Save

12. Click on (Back to plugin list)

Click on (Back to plugin list)

13. To test whether the connection is available, click Check Connection

To test whether the connection is available, click Check Connection

14. A pop up message will confirm success or failure of the connetion

A pop up message will confirm success or failure of the connetion

15. Navigate to Delivery Computation

Easypost configuration settings can also be obtained through the Delivery Computation screen.

Navigate to Delivery Computation

16. Clicking on Configure next to the Easypost entry will simply return you to the same configuration screen in which we entered the API key information (Connect Settings)

Clicking on Configure next to the Easypost entry will simply return you to the same configuration screen in which we entered the API key information (Connect Settings)

17. If using Easypost to provide delivery options, be sure to enable it in your Delivery Computation window.

To begin, click Edit next to the Easypost entry

If using Easypost to provide delivery options, be sure to enable it in your Delivery Computation window.

18. Enable the check box

Enable the check box

19. Click on Update

Click on Update
Alternate Search Terms