Shipping delivery profiles for ShipCompliant

How Shopify rate names map to ShipCompliant carrier codes

ShipCompliant requires that each order include a specific shipping carrier and service level code (for example, FEX for FedEx 2Day).

Awtomic reads the shipping rate name on each Shopify order and sends ShipCompliant the matching code. Your rate names don't need to follow any naming rule. Name them the way you want customers to see them at checkout. Then use Shipping rate mapping in Awtomic to tell us which carrier each rate ships with.

Setup has three parts:

1. Set up your Shopify delivery profiles and rates.
2. Set up your Awtomic subscription shipping profile, if you use one.
3. Map each rate name to a ShipCompliant carrier in Awtomic.

How to set up your Shopify delivery profiles

First, let's make sure that your Shopify delivery profiles are correctly set up.

Navigate to Shopify Admin → Settings → Shipping and delivery, then select a delivery profile.

By default, Shopify will provide a "General profile", which is a good place to start.

Shopify allows you to create multiple delivery profiles, and each profile can contain:

• Products (or Subscription plans)
• Locations
• Shipping zones
• Rates

Shipping costs on Shopify are determined by this chain of logic:

[Products/Plan] → [Location(s)] → [Shipping zone] → [Rate]

• Location is mapped to your physical fulfillment locations.
• You can group multiple locations to share the same zones/rates or configure distinct zones/rates for each location.
• Shipping zones are based on geographical regions (countries/states).
• Rates define the shipping cost within each zone.

To learn more about Shopify shipping profiles, visit:
Shopify Shipping Profiles documentation

Setting up your rates

• Either click on an existing rate or create a new one by selecting the "Add rate" button within a specific zone.
• Choose the type of rate:
  • Custom (manual flat rates): enter any name in the "Custom rate name" field.
  • Carrier-calculated: the carrier or shipping app sets the name.
• Specify a price, often using "Conditional pricing" based on weight or order price.

Choosing rate names

Names like "Expedited Shipping", "Fast Shipping" or "Free Shipping on 6+ Bottles" all work, as long as each one is in your Shipping rate mapping. A few tips keep the mapping simple:

• Keep names consistent across zones and profiles. If "Ground" means UPS Ground everywhere, use the same name everywhere. You then need only one mapping row.
• Use different names for different carriers. Each rate name maps to one carrier. If you ship UPS to some states and FedEx to others, give those rates different names, for example "Ground (UPS)" and "Ground (FedEx)".
• Carrier-calculated rates use names generated by the carrier or app, often with symbols such as "UPS® Ground". Copy the name from a real order when you add the mapping.

Setting up Awtomic subscription shipping profiles

If you also have an Awtomic subscription shipping profile, its rate names need to be in your Shipping rate mapping too.

To find them:

1. Navigate to Awtomic → Settings → Logistics and operations → Subscription shipping.

2. On the subsequent page, select the "Manage rates" button in the "Manage subscription shipping" section.

3. You will be taken to a Shopify delivery profile mapped to the Awtomic app.

4. Set up the rates as described above, and note their names for the next step.

Map your rate names to ShipCompliant carriers

1. In Awtomic, go to Settings → Integrations → Sovos ShipCompliant.
2. Scroll to Shipping rate mapping.
3. In Shopify shipping rate name, enter the rate name exactly as it appears on your orders, for example Expedited Shipping.
4. In Sovos ShipCompliant carrier name and code, choose the carrier and service you ship that rate with, for example FedEx 2Day - FEX.
5. Click Add shipping rate name and repeat for every rate.
6. Save your settings.

Each rate name can appear only once. Several rate names can map to the same carrier.

Add every rate name that can appear on an order you send to ShipCompliant:

• Every rate in your Shopify delivery profiles and your Awtomic subscription shipping profile.
• Rates created by shipping apps or calculated by carriers.
• Old rate names on active subscriptions. A subscription keeps the rate name it was created with, and its renewal orders keep using that name after you rename the rate in Shopify. Keep the old name in your mapping until no subscription uses it.

How Awtomic picks the carrier code

When it checks an order, Awtomic looks at the order's shipping rate and picks the code in this order:

1. Your Shipping rate mapping.
2. An exact ShipCompliant service name, such as "UPS Ground" (see the tables below).
3. A close match: both of the above again, ignoring capitalization and extra spaces. For example, expedited shipping still matches a mapping for Expedited Shipping.

Orders with nothing to ship don't need a rate. That covers local pickup, in-store sales and orders with no shippable items. If you send pickup and in-store orders to ShipCompliant, they're sent as Pickup (PIC).

When a rate isn't recognized

If Awtomic can't match an order's shipping rate to a carrier, the order is not sent to ShipCompliant. Instead:

• The order's compliance status shows Error, with the message: The shipping rate "[rate name]" does not match a ShipCompliant shipping service.
• The order is tagged Quarantined.
• If you hold fulfillment for orders that fail compliance, the order's fulfillment is put on hold.

To fix one order: open it in Shopify and find the Awtomic compliance block. Under Approved shipping rate names, choose the correct carrier, then click Recheck compliance. If auto-commit is on, the button is Recheck and commit. The carrier you choose applies to that order only.

To fix it for future orders: add the rate name to your Shipping rate mapping.

ShipCompliant carrier codes

These are the carriers and codes available in the Shipping rate mapping dropdown. A rate named exactly like a service in this list is also recognized without a mapping.

FedEx

UPS

USPS

DHL

GSO

Wine and regional carriers

Pickup, will call and other

Shipping with a carrier that isn't in this list? Contact Awtomic support and we'll help you choose the right code.