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Shopify and Packlink PRO

Thanks to Packlink PRO, you will be able to automatise and optimize your shipment process: import orders, print labels, arrange pick-up and packaging of your shipments. In addition to this, you can easily manage everything from your own PRO dashboard. 

In the video and article below we show you the steps you need to follow to successfully connect your Shopify store with your Packlink PRO account.

Connect your Packlink PRO account to Shopify

  1. Access your Packlink PRO account.
  2. Click Connect your shop, on the top right of your screen.
  3. Select Shopify integration card from the list. A new window will be displayed on the right of your screen; read the instructions carefully, then click Go to website.
  4. You'll be automatically redirected to the Shopify App Store and Packlink PRO app will be displayed. Click Add and then Add to site.
  5. Go back to your Packlink PRO dashboard and copy the API key displayed in the dialogue box on your right.
  6. In Shopify, paste the API key in the designated field, then click Validate API Key.

The integration is almost complete, please read the following section of this article to set up default settings.

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Set up default settings

Once you have completed the integration process, you will be redirected to the default settings page, to configure your shipment information.

If you already have entered this information in your Packlink PRO account, you can skip the set up or choose to edit your information.

In case you did not set up your default settings, please follow the instructions outlined here below.

  1. Set up both parcel details and sender’s address. Click Edit next to each option.
  2. Provide your default parcel details, such as weight, height, width and length, in centimetres (cm.), then click Continue.
  3. Provide the required information in Set sender’s address, such as Warehouse name, Name of contact person, Surname of contact person, Company name, Country, City or Postcode, Address, Phone number and email address. Click Save Changes.

If any of the required fields are empty or invalid, errors message will be displayed in red.

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Set up "Thank you page" and Drop-off location

Packlink PRO gives you the option of configuring your "Thank you page" including the Drop-Off location if the buyer chooses a Drop-Off service. To set it up, follow the steps below:

  1. Access your Shopify account.
  2. In the left navigation menu select Settings.
  3. Then select Checkout and click Customize on the right hand side of the screen. 
  4. Click Information to open the dropdown menu and select Thank you.
  5. On the left hand of the page, above the Settings button, click the Sections menu.
  6. At the bottom of the menu, click Add app block.
  7. Select drop-off-location Packlink Integration Dev from the App blocks available for this page section.
  8. Finally, click Save on the top right hand side of the screen to confirm.

Now, the Drop-Off location selection is available.

If you wish to remove this section from your "Thank you page" please follow this steps:

  1. Access your Shopify account.
  2. In the left navigation menu select Settings.
  3. Then select Checkout and click Customize on the right hand side of the screen. 
  4. Click Information to open the dropdown menu and select Thank you.
  5. On the left hand of the page, above the Settings button, click the Sections menu.
  6. Select drop-off-location from the menu.
  7. Then at the bottom of the page, click Remove app block.
  8. Finally, click Save on the top right hand side of the screen to confirm.

This feature is available to both new and existing Shopify sellers. For new sellers it is mandatory to set up the "Thank you page".

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Configure the dimensions of a product without variation

For items manufactured in a single size, colour, material or flavour, or designed to be universal or one size fits all.

  1. Access your Shopify account.
  2. In the left navigation menu select Products.
  3. From the list, select the product you want to configure.
  4. Scroll to down to the bottom of the page, in the App blocks section, locate the Packlink Shipping block.
  5. In the Product dimensions drop-down menu, click the option Add parcel dimensions.
  6. Fill the fields with the parcel dimensions in centimetres (cm), specifying: Length, Width and Height.
  7. Finally, click Save in the bottom right corner.

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Configure the dimensions of a product with variation

For items manufactured in several sizes, colours, materials or flavours, or available in several sizes (e.g. XS, S, M, L, XL or 38, 39, 40, 41, 42, etc.).

  1. Access your Shopify account.
  2. In the left navigation menu select Products.
  3. From the list, select the product you want to configure.
  4. Scroll to down to the bottom of the page, in the App blocks section, locate the Packlink Shipping block.
  5. Use the side arrows to select the product variation you want to modify.
  6. Then, in the Product dimensions drop-down menu, click the option Add parcel dimensions.
  7. Fill the fields with the parcel dimensions in centimetres (cm), specifying: Length, Width and Height.
  8. Finally, click Save in the bottom right corner.

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Set up carriers

  1. Access your Shopify account.
  2. In the left navigation menu select the Packlink PRO app.
  3. Click Add Service.
  4. Automatically, the full list of carriers available on Packlink PRO will be displayed. You can also apply filters at the top of the page, such as: Domestic, International, Type of shipment, Parcel origin and Parcel destination.
  5. Click Add next to the carrier you want to select.
  6. Update the Service title.
  7. Set up the Price Policy:
    • If you do NOT update the Price policy, Packlink's prices will be displayed to your buyers. Make sure to always review your parcel's dimensions in Packlink PRO when orders are imported from Shopify.
    • If you would like to update your Price policy, select the option next to Set up my shipment prices. Click Add Price Rule to set up your Price policy. Once you have added your prices, click Save to confirm.
  8. Click Save changes.
  9. If you have set up a carrier with a drop-off or pick-up service, make sure to set up the "Thank you page". Please note that the map with the pick-up points will be displayed after completing the checkout process.

All done! The integration is complete and you can now ship through Packlink PRO.

You may see a message informing you that your Shopify subscription plan allows you to set up fixed-price carriers. Depending on the plan you subscribe to, you may have the possibility to offer dynamic shipping rates. For more information, please contact Shopify customer support.

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Set up customs

For international shipments, Packlink requires certain information to ensure that customs clearance is processed correctly and that the shipment is delivered without incident. To set up customs for your shipments, follow these steps:

1. Set the Tariff Number/ HS Code and the country of origin of your goods

Go to the Shipping section of the Shopify Product Details page to set the Tariff Number/HS Code and Country of Origin fields for your items.

For more information, please refer to the Shopify documentation.

2. Create customer-specific data

The customer's custom data (metafields) used by the Packlink PRO application to assign the recipient's DNI/NIF - CIF number can be found in: Settings > Custom data > Customers.

For more information, please refer to the Shopify documentation.

3. Set up customs data

  1. Access your Shopify account.
  2. On the Packlink PRO application settings page, click Customs.
  3. In the section Default values:
    Indicate the data to be used for the shipment in case it is not preset in Shopify.:
    • Reason for export. The available options are: purchase or sale, personal belongings, sample, documents and return.
    • Sender tax ID/VAT number. This field will be automatically populated with the default warehouse configuration data, if available in Packlink PRO.
    • Receiver user type. The available options are: Private person and Company.
    • Receiver tax ID/VAT number. If the receiver user type is Private person, this field represents receiver’s tax id. If the receiver user type is Company, this field represents the receiver's VAT number. This field will be automatically filled with your customers' data, as long as it is available in each customer's profile.
    • Tariff Number/ HS Code. Also known as a harmonized code, this is a standardised number assigned to a product to facilitate its identification during customs clearance. If the tariff number is not configured for a certain product in Shopify, this value will be used by default..
    • Country of origin. The place of origin of the item must be indicated (Made in). If the country of origin is not configured for a certain product, this value will be used by default.
  4. In the section Data mapping:
    Please note that this field contains all available custom data (metafields) for Shopify customers. If the customer does not have the field mapped, the recipient's tax ID/VAT number that details in this section will be used.

4. Customs invoice

The View Orders page of the Packlink PRO app on Shopify now includes the Customs column. Once the draft shipment has been created in Packlink and the customs file is available, it needs to be set up in the order overview. From there, you will be able to download the customs invoice file in PDF format.

This file is editable, so you will be able to enter more details about the shipment, if necessary. Please note that the following are mandatory fields:

  • Sender. User type, full name and address (postcode, city, country and telephone).
    This data is used from the Sender address configuration page by default.

  • Recipient. User type, full name and address (postal code, city, country and telephone number).
    This data is used from the Shipping Address that the customer enters on the checkout page. If any of this data is missing, the automatic customs synchronisation will fail.

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Manage your orders

Deleted order

If by mistake you have deleted the draft of an order imported to Packlink PRO, do not worry, you have two options to recover it: directly from Shopify or by creating the shipment manually from Packlink PRO. Below, we explain the simplest and quickest way to do it:

  1. Access your Shopify account.
  2. Select Orders in the left navigation menu.
  3. Click View Orders.
  4. Locate the order you want to recover from the list and click Details.
  5. Then click Resend with Packlink.
  6. A message will automatically appear indicating that the draft is currently being created.
  7. Once the draft has been created and the order has been imported to Packlink PRO, the View on Packlink option will be enabled.
  8. Click View on Packlink to access the new draft order.

Old order

If you received an order more than two months ago and have not yet shipped it, do not worry if it has expired. You can import it to Packlink PRO by following the steps below:

  1. Access your Shopify account.
  2. Select Orders in the left navigation menu.
  3. Click View Orders.
  4. Locate the expired order in the list and click Send with Packlink.
  5. Then click Resend with Packlink.
  6. A message will automatically appear indicating that the draft is currently being created.
  7. Once the draft has been created and the order has been imported to Packlink PRO, the View on Packlink option will be enabled.
  8. Click View on Packlink to access the new draft order.

For more information about how to manage your orders in Packlink PRO, please read the following articles:

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Disconnect Shopify and Packlink PRO

If in the future you decide to disconnect your Shopify account from Packlink PRO, all you need to do is to follow the steps here below: 

  1. Log in to your Shopify account. 
  2. Select Apps in the left navigation menu. 
  3. Click Delete, next to Packlink PRO.
  4. In the pop-up window, in the navigation menu, select a reason and then click Delete. The Packlink PRO app will no longer appear and the integration will be automatically deactivated. 

For further information, you can contact us from your Packlink PRO account by clicking on Help and support and selecting the Technical Issues option.

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