Setup Custom Mappings

Owned by eknoor.singh (Unlicensed)
Nov 07, 2023
2 min read

Users can refer to this document to understand how to setup custom mappings within Shipsy.

Instructions

Access the Carrier Partner Setup Menu

  1. Navigate to Setup in the menu.

  2. Click on Integration Setup to expand the dropdown list

  3. Click on Carrier Partner

Navigate to the Carrier Field Master

  1. Inside the Carrier Partners section, click on Carrier Field Master

  2. This will redirect the user to the carrier field master sub-section

Creating a Custom Mapping

  1. A mapping in this context is creating a relationship between values expected by the 3PL to process a consignment, and the values assigned from within the Shipsy system that will be sent to the 3PL in lieu

  2. To add a custom mapping, click on the add new button and select single

  3. Users can also upload .csv files to add multiple mappings in one go

Configuring a Custom Mapping

  1. Once the user proceeds to create a custom mapping, a pop-up window will appear. All configurations for the mapping will be handled through this pop-up. 

  2. In this pop-up, the user will be required to complete the following details:

    1. Carrier Partner: Select the specific 3PL provider for which you are creating the mapping.

    2. Carrier Account: Choose the account associated with the 3PL if this mapping applies to a specific account. If it's applicable to all accounts, select "ALL."

    3. Parameter Type: Specify the parameter (soft data field) that you want to map.

    4. Conditions Checkbox: Enable this checkbox if you need to apply advanced filters or conditions to the mapping. Conditions are used in cases where users may want to use a mapping only if a particular set of conditions is met. 

    5. Organization’s Alias: Add the expected values from the soft data or customer input. You can also select a wildcard value such as "Default" or "Empty." Multiple values can be added here.

    6. Carrier Alias: Define the value that will be sent to the Carrier Partner for the booking process.

    7. Set Priority: Assign a priority level to this mapping. If there are multiple mappings, the one with the highest priority will take precedence. A higher number indicates a higher priority. More specific mappings have higher priority when dealing with the same value. Custom mappings always override system-defined mappings.

Save the Mapping

  1. After configuring all the required settings, click "Add" to save the custom mapping.