1. Log into your ShipCompliant account and click on HOME
2. Click on Settings
3. Click on Account Settings
4. Click on Manage Users…
5. Click on Add User
6. Type "Offset" into the "First Name" field
7. Type "Webservice" into the "Last Name" field
8. 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.
9. Add a Password
The password must be between 6-12 characters
10. Select 'Web Service' User from the "Role Type" dropdown
11. Select Figure from Associated Partner
12. Click on Save
13. Navigate to Offset Commerce and Select Settings
14. Click on More
15. Click on ShipCompliant
16. Check Enable to turn on your ShipCompliant account settings
17. Click on Save Changes
18. On the Shipcompliant page, add the email from your Offset Webservices User into the "API Username" field
19. Enter the password you created into the "API Password" field
Don’t copy/paste the password, sometimes a space gets added at the beginning/end. Please type the password out. The password must be between 6-12 characters in ShipCompliant.
20. (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.
21. (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.
22. 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.
23. (Optional) Enable Recheck ShipCompliant on each order update
This will resync every order via the API when you make changes in Offset. This can update existing ShipCompliant data which may cause issues if the order is edited after the taxes have been paid. Please chat with your Compliance or Accounting team about this feature before turning it on.
24. Click on Save Changes
25. Confirm that your API connection is working by clicking on Fulfillment Methods & Rates
26. Click on •••
27. Click on Edit Method
28. Select Fulfillment and you Should see these Options
If you don't have these options available, then the integration may not be functioning properly. Check your user setup in ShipCompliant and re-enter the credentials in Offset.
29. Toggle the setting to "Enable Local Cache"
This will enable the option save zip code-based tax rates to Offset. This will allow you to charge tax from these saved rates if ShipCompliant has an outage.
30. Click on Get Latest Zip Based Tax Rate Backup
This will initiate the download of those rates and provide a date of the sync upon completion. This process taxes around 3 hours, so leave your browser/tab open while it is downloading.
31. Click on Save Changes
