UPS WorldShip Interface Setup

Navigation: From the Main Menu, select the Interfaces tab of System Settings. Then select the Other tab.

This will let you export the selected addresses of today’s sales to UPS WorldShip, so that you can more easily and accurately print your UPS labels. Here are the steps required to implement this interface.

AutoFluent WorldShip setup

• Go to the Interfaces tab of System Settings.
• Select the Other tab.
• Click the Factory Default button, and then the Test button.
  • The Test button verifies that the path is valid, and that you can create files in that location.
• Check the box to Use UPS WorldShip, if the large majority of your invoices are to be sent to UPS WorldShip. With this checked, the Use UPS WorldShip checkbox will be checked by default in the Invoice Payment window.
• (The Setup WorldShip button brings up this documentation.)
• Click the Save button to save your changes.
• Create at least one invoice, making sure the Use UPS WorldShip box is checked in the Payment window when invoicing.
• In the Sales Entry window, click the WorldShip button to export the names and addresses from those invoice(s) to a text file, to be imported into WorldShip.
  • If you answer Yes when asked if they got exported correctly, the addresses will be removed from the internal list of addresses to be sent, so they won’t be included in the list the next time you export.
• Follow the steps in the next section to set up UPS WolrdShip.

To Set up UPS WorldShip (only needs to be done the first time):

• Before setting up WorldShip, you must export at least one address from AutoFluent. (See above.)
• In WorldShip, Select the Import-Export tab on top.
• Click Tools, then Import/Export Wizard.
• Select I need help with importing information into WorldShip and click Next.
• Select Addresses and click Next.
• For the Data Connection Name, enter AutoFluent Import.
• Click Browse, and select addresses.txt, which should be in the ProgramData\TABS AutoBiz folder.
  • If you used a different folder in the AutoFluent WorldShip setup above, the file will be there instead.
• Click the Configure Data button.
• Check the box for Column Name Header Rows to Scan, and enter a 1, for 1 row.
• In the Format drop-down, select Tab Delimited.
• Select ANSI and click OK.
• Click Next.
• Drag the word CustomerID in the left column to the top box labeled Customer ID (or Customer).
• Click the Define Primary Key button once.
• Drag each of the remaining words in the left column to the corresponding box in the second column. For example, drag Company to Company or Name. Do NOT click the Define Primary Key button again.
• Enter Import AutoFluent in the box labeled Map Name.
• Click the Save Map button.
• Select Exit to WorldShip and click Finish.

To Import your addresses from AutoFluent:

• In the Sales Entry window of AutoFluent, click the WorldShip button to export the names and addresses from those invoice(s) to a text file, to be imported into WorldShip.
  • If you answer Yes when asked if they got exported correctly, the addresses will be removed from the internal list of addresses to be sent, so they won’t be included in the list the next time you export.
• In WorldShip, Select the Import-Export tab on top.
• Click the Batch Import button in the top left.
• Select Import AutoFluent from the list.
• Select Overwrite existing records.
• If desired you may check the box Do not use postal code validation.
• Normally, you would check the box to delete existing records, so you’d have a shorter list of addresses.
• Click Next, and click Next again.
• Examine the list of issues. It is normal to have some truncated (shortened) data.
• Click Save to finalize the import.