Skip to main content
All CollectionsFigure: Detailed UseSettings
Add Your ShipCompliant Credentials
Add Your ShipCompliant Credentials

Getting your ShipCompliant account connect to Offset

Bobby Gibson avatar
Written by Bobby Gibson
Updated over a week ago

1. Log into ShipCompliant and click on HOME

Log into ShipCompliant and click on HOME

2. Click on Account Settings

Click on Account Settings

3. Click on Manage Users

Click on Manage Users

4. Click on Add User

Click on Add User

5. Type "Offset" into the "First Name" field

Type "Offset" into the "First Name" field

6. Type "Webservice" into the "Last Name" field

Type "Webservice" into the "Last Name" field

7. Add "[email protected]" to the "Email Address" field. Replace "mywinery.com" with your actual winery URL. For example, if you are ABC Winery, and your email domain is abcwinery.com, enter [email protected]"

For webservice users, these should not be real email. You don't actually have to create that email address in your company's email domain service, where it has an inbox that is used to access/send/receive emails. The platform just needs that email address and a password to access the ShipCompliant account via the API.

Add "<a href="mailto:Offset@mywinery.com" target="_blank" rel="nofollow noopener noreferrer">Offset@mywinery.com</a>" to the "Email Address" field

8. Select 'Web Service' User from the "Role Type" dropdown

Select 'Web Service' User from the "Role Type" dropdown

9. Click 'Save'

Make note of these credentials as you will need them for the next steps

Click 'Save'

10. Log into Figure and Click on Settings

Log into Figure and Click on Settings

11. Click on ShipCompliant

Click on ShipCompliant

12. Check the "Use ShipCompliant" checkbox

Check the "Use ShipCompliant" checkbox

13. Enter the email from your Offset Webservices User into "API Username" field

Enter the email from your Offset Webservices User into "API Username" field

14. Enter the password you created into the "API Password" field

Once the password is added, that will allow us to connect your commerce account to your ShipCompliant account via our API.

Enter the password you created into the "API Password" field

*When entering your password, don’t copy/paste, sometimes a space gets added at the beginning/end. Please type the password out. The password must be between 6-12 characters in ShipCompliant.

15. (Optional) Check the "Use ShipCompliant for Fulfillment"

Only select this option if your fulfillment house will be connecting via ShipCompliant rather than directly to Figure. This configuration will require further setup with your fulfillment house. We recommend reaching out to your fulfillment house for instructions on how to connect their services to ShipCompliant.

(Optional) Check the "Use ShipCompliant for Fulfillment"

16. (Optional) Check the "Use ShipCompliant Tax Rates"

Check this option if you plan to use the ShipCompliant tax API to sync with tax rates based on the shipping zip code.

(Optional) Check the "Use ShipCompliant Tax Rates"

17. Choose your "Default Shipment Status"

The most confusing of those options is the “Default Shipment Status” settings. This is related to how you want the orders to “arrive for the next step” in your ShipCompliant account.

“Payment Accepted” - Holds the order in your ShipCompliant account, allowing you to change order details, fix fails, and resubmit for compliance pass before the order is sent on to your fulfillment house. This setting then requires that an admin user “releases” that order from ShipCompliant to the fulfillment house once it has passed compliance.

“Sent to Fulfillment” - This allows the order to be consumed by the fulfillment house immediately. You may not want this to happen all the time so that is why we see “Payment Accepted” as the preferred setting. Most wineries want control over when the order passes from ShipCompliant to their fulfillment house.

“Delivered” - We have seen it as only really effective in winery pickup situations only.

Choose your "Default Shipment Status"

18. Check the box to "Enable Local Cache"

Check the box to "Enable Local Cache"

19. Click on Get Latest Zip Based Tax Rate Backup to complete the process

Click on Get Latest Zip Based Tax Rate Backup to complete the process

20. Click on Save Changes

Click on Save Changes

Did this answer your question?