FedEx Ship Manager
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=Overview= | =Overview= | ||
| - | When shipping via FedEx Ship | + | When shipping via FedEx Ship Manager, we are able to integrate with it to help streamline your shipping procedures and keep your shipping staff from having to type in any address or package information. This article will describe how to setup the integration between CMS and FedEx Ship Manager. |
| - | *FedEx Integration Import: This connects FedEx Ship | + | *FedEx Integration Import: This connects FedEx Ship Manager to your CMS database so you can type or scan in a CMS package number in FedEx Ship Manager and it will retrieve the necessary package information from your CMS database. CMS can either pass the weight of the package to FedEx Ship Manager, you can have an electronic scale attached, or you can key in the weight into FedEx Ship Manager. For fast and accurate shipping we recommend using an electronic scale. |
| + | |||
| + | '''DISCLAIMER: FedEx prefers to have one of their technology specialists onsite at your location to setup any integrations with their software. These instructions and the corresponding integration file are provided as guidance for your FedEx representative to facilitate a quick and easy setup. While you may be able to do it on your own, we don't recommend it as we do not offer technical support for their software. Instead, you should contact your FedEx Representative http://www.fedex.com/us/customersupport/index.html?cc=us for an appointment. Once you have that appointment, please notify us of the time/date so we can also commit to have one of our support techs available to assist your rep.''' | ||
=FedEx Integration Import= | =FedEx Integration Import= | ||
| - | ==Setup== | + | ==Setup (FOR YOUR FEDEX REP) == |
| - | The following is a list of instructions for first-time setup of | + | The following is a list of instructions for the first-time setup of FedEx Ship Manager with CMS. |
| - | # Copy | + | # Copy CMSFedExIntegration.xml from your CMS network drive to your FedEx Profiles folder on the machine(s) running Ship Manager which, depending on your version, could be in one of the following locations: |
| - | + | *C:\Documents Settings\All Users\ApplicationData\FedEx\Integration\Profiles | |
| - | + | *\FedEx\Integration\Assistant\Profiles | |
| - | # Create a new DSN | + | *\ProgramData\FedEx\Integration\Profiles |
| + | ''(NOTE: You may or may not see the .xml at the end of the file name, depending on your system configuration.)'' | ||
| + | # Create a new DSN in the ODBC Data Source Administrator that will allow the Ship Manager to connect to your CMS database. This is found by clicking the Windows Start button, then Settings, Control Panel, Administrative Tools, and then Data Sources (ODBC). | ||
#* Once opened, select the System DSN tab, and then click the Add button. | #* Once opened, select the System DSN tab, and then click the Add button. | ||
| - | #* Select | + | #* Select SQL Anywhere 12.0, and then select Finish. |
#* On the ODBC tab, enter '''CMSPackages''' for the Data source name, paying close attention to this CASE SENSITIVE name. It is important that this DSN be named exactly as it must match up with an existing FedEx Ship Manager map. | #* On the ODBC tab, enter '''CMSPackages''' for the Data source name, paying close attention to this CASE SENSITIVE name. It is important that this DSN be named exactly as it must match up with an existing FedEx Ship Manager map. | ||
| - | #* On the Login tab, enter ''' | + | #* On the Login tab, enter '''CMSUser''' for the User ID and the password for that account. The Password field will display only asterisks AND is case sensitive. |
#* On the Database tab, the Server name is the CMS Sybase Server Name, not the server’s Windows name. The default name is '''NHSDataServer'''. The Database name is the CMS database, which is usually your company name. | #* On the Database tab, the Server name is the CMS Sybase Server Name, not the server’s Windows name. The default name is '''NHSDataServer'''. The Database name is the CMS database, which is usually your company name. | ||
#* Select OK. | #* Select OK. | ||
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# Enter in the Order number - Invoice Number - Package Number of the package you would like to import (example 15602-1-1) | # Enter in the Order number - Invoice Number - Package Number of the package you would like to import (example 15602-1-1) | ||
| - | + | Congratulations you are now set up to use our FedEx Ship Manager integration. | |
Current revision as of 15:29, 12 March 2020
Overview
When shipping via FedEx Ship Manager, we are able to integrate with it to help streamline your shipping procedures and keep your shipping staff from having to type in any address or package information. This article will describe how to setup the integration between CMS and FedEx Ship Manager.
- FedEx Integration Import: This connects FedEx Ship Manager to your CMS database so you can type or scan in a CMS package number in FedEx Ship Manager and it will retrieve the necessary package information from your CMS database. CMS can either pass the weight of the package to FedEx Ship Manager, you can have an electronic scale attached, or you can key in the weight into FedEx Ship Manager. For fast and accurate shipping we recommend using an electronic scale.
DISCLAIMER: FedEx prefers to have one of their technology specialists onsite at your location to setup any integrations with their software. These instructions and the corresponding integration file are provided as guidance for your FedEx representative to facilitate a quick and easy setup. While you may be able to do it on your own, we don't recommend it as we do not offer technical support for their software. Instead, you should contact your FedEx Representative http://www.fedex.com/us/customersupport/index.html?cc=us for an appointment. Once you have that appointment, please notify us of the time/date so we can also commit to have one of our support techs available to assist your rep.
FedEx Integration Import
Setup (FOR YOUR FEDEX REP)
The following is a list of instructions for the first-time setup of FedEx Ship Manager with CMS.
- Copy CMSFedExIntegration.xml from your CMS network drive to your FedEx Profiles folder on the machine(s) running Ship Manager which, depending on your version, could be in one of the following locations:
- C:\Documents Settings\All Users\ApplicationData\FedEx\Integration\Profiles
- \FedEx\Integration\Assistant\Profiles
- \ProgramData\FedEx\Integration\Profiles
(NOTE: You may or may not see the .xml at the end of the file name, depending on your system configuration.)
- Create a new DSN in the ODBC Data Source Administrator that will allow the Ship Manager to connect to your CMS database. This is found by clicking the Windows Start button, then Settings, Control Panel, Administrative Tools, and then Data Sources (ODBC).
- Once opened, select the System DSN tab, and then click the Add button.
- Select SQL Anywhere 12.0, and then select Finish.
- On the ODBC tab, enter CMSPackages for the Data source name, paying close attention to this CASE SENSITIVE name. It is important that this DSN be named exactly as it must match up with an existing FedEx Ship Manager map.
- On the Login tab, enter CMSUser for the User ID and the password for that account. The Password field will display only asterisks AND is case sensitive.
- On the Database tab, the Server name is the CMS Sybase Server Name, not the server’s Windows name. The default name is NHSDataServer. The Database name is the CMS database, which is usually your company name.
- Select OK.
- Repeat the steps above for another DSN named CMSPackagesExport.
- Next open FedEx Ship Manager.
- Select the Integration menu
- Select CMSFedExIntegration profile
- A small dialog should pop up asking for the package number (similar to doing Keyed Import in UPS Worldship). If it doesn’t, hitting the ‘Clear Fields’ button on the bottom usually does the trick.
- Enter in the Order number - Invoice Number - Package Number of the package you would like to import (example 15602-1-1)
Congratulations you are now set up to use our FedEx Ship Manager integration.
