Summary
Cyrious Control integrates with Endicia so that USPS shipping address information may be automatically retrieved and tracking and cost information can be fed back into Control during the closeout process.
Setting up the Server to work with USPS Endicia
Preparing Control SQL Database.
Update Control and the SSLIP to 05.50 or later.
Start the SSLIP and log into Control to ensure that the database is up-to-date.
NOTE: If you do not upgrade to the version above or newer this article will not work.
Create a "Shipper" User in SQL with limited rights
Run SQL Server's Management Studio application and log into SQL Server.
Expand Security folder then right-click Logins and click New Login.
Login Name will be shipper.
Select SQL Server Authentication.
Password will be autoshipper.
Uncheck “Enforce Password Policy”.
Select “Server Roles” on left hand list.
Select ALL checkboxes on right side.
Click OK and close Management Studio.
Setting up the client (Shipper's) machine
Create an ODBC connection.
Open Control panel in Windows and go to Administrative Tools.
Open Data Sources(ODBC).
Click on System DSN tab.
Click Add and select SQL Server entry from list.(Bottom of list)
Name Data Source ControlSQL.
Server value will be \
Click Next.
Choose “With SQL Server authentication…” option.
Click “Client Configuration” button.
Select TCP/IP and uncheck “Dynamically Determine Port” option.
Set Port Number to 1433.
Click OK.
Login ID should be shipper.
Password will be autoshipper.
Click Next.
Select “Change the default database to:” option to StoreData.
Click Next and click Finish.
Test the data source and verify that you are able to connect to the server.
Click OK to close ODBC Administrator.
Setup USPS Endicia software for Integration.
Source Data Connection
If Starting up for the first time, you'll come across a “Source Data Connection” screen with an “Edit Source Data Map”, Click on that.
start_data_base_linking.bmp
If Endicia has been setup already, you can access this by going to Edit → Preferences → Data-Source and Post-Back, for Order Lookup select Datasource OR CSV/TextFile, then click on “Configure” next to it. Then, under the Data Source section, click on “New”.
preference_screen_for_mapping.bmp
This will be the “Create New Data Source” screen. Select the first radio button option for “Create a new data source (using OLE_DB) for Microsoft Access, Excel, SQL Server, Text/CSV files, or Visual FoxPro”.
select_datasource.bmp
Click Next
For the dropdown on the next screen for Data Provider, select “Microsoft SQL Server”
Click Next
select_odbc_source.bmp
The screen will load all of the computers that it sees. Once done, select the Server name that SQL is installed on. Then type in the name of the Database. For most customers, this is StoreData
Click Next
select_database.bmp
Choose “SQL Authentication” as the database login, and use the credentials from the steps above. Login ID is shipper. Password is autoshipper.
datasource_login.bmp
Check the box for “Show database connection string.
Click Next
In the connection string, look for the portion that states “Data Source=SERVERNAME”. This will need to be modified to include the Instance of SQL that that database is installed on. For example “Data Source=SERVERNAME\SQL2008R2” for an instance of SQL installed on 2008 R2 instance.
edit_connection_string.bmp
Click Next
Name the Data Source, such as “Cyrious”
name_datasource.bmp
Click on Next
Click on OK
Post-Back Data Connection
If Starting up for the first time, you'll come across a “Source Data Connection” screen with an “Edit Source Data Map”, Click on that.
start_postback_linking.bmp
If Endicia has been setup already, you can access this by going to Edit → Preferences → Data-Source and Post-Back, for Post-Back Data select Datasource OR CSV/TextFile, then click on “Configure” next to it. Click on the Top Left Icon for “New Data Map”
Follow all of the above instructions for Source Mapping to create a Post-Back Mapping
Map fields from Endicia to Control
Map Order Lookup
Go to Edit → Preferences → Data-Source and Post-Back, for Order Lookup select Datasource OR CSV/TextFile, then click on “Configure” next to it.
Click on “Guild Me” under the SELECT Statement section
Click on Next
For “Choose a table or other object”, pull the box down and select “dbo.ShipperInfoForShipments”
Click Next
select_table_object.bmp
For “Choose the Order Number Field”, select “OrderNumber”
Click Next
Click OK
Under Package Details: (Endicia Field → Cyrious Field)
Order Number → OrderNumber
Mail Class → CarrierService
Value → InsuredValue
Description → Description
Weight → Weight
package_details.bmp
Under Recipient Address: (Endicia Field → Cyrious Field)
recipient_address_details.bmp
Under Return Address (Endicia Field → Cyrious Field)
Address 1 → ShipFromStreetAddress1
Address 4 → ShipFromCity
Address 5 → ShipFromState
Address 6 → ShipFromPostalCode
Check “Combine lines 4, 5, and 6 into line 4 as City, State, Zip”
return_address_details.bmp
Click OK
Map Post-Back to Control
Go to Edit → Preferences → Data-Source and Post-Back, for Post-Back Data select Datasource OR CSV/TextFile, then click on “Configure” next to it.
Click on the “Select” button next to Table.
Select “dbo.UPSShippingLogForShipments”
Select OK
For Package Details (Endicia Field → Cyrious Field, can use the “Select” button next to each to select it)
Order Number → OrderNumber
Postage Amount → ShipperCharge
Tracking Number → TrackingNumber
Postmark Date → ShipDate
Actual Weight → Weight
package_details_postback.bmp
Using Endicia to process Control Orders
On the Order Lookup Tab, enter the Shipment Number (Ex: 1000-SAA) in the first field under Shipping Address
Click Retrieve Order
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