Shipbob

1. Overview

The ShipBob 3PL Integration in XoroERP enables seamless communication between XoroERP and ShipBob’s third-party logistics (3PL) system.

This integration ensures real-time synchronization of products, orders, shipments, and inventory between both platforms — from order creation in XoroERP to final fulfillment by ShipBob.

Through this integration:

  • SKUs/Products are pushed from XoroERP to ShipBob.

  • Orders are automatically exported from XoroERP to ShipBob for fulfillment.

  • ShipBob sends back shipment confirmations to XoroERP.

  • Inventory levels are synchronized between ShipBob and XoroERP.

Overall, this integration:

  • Reduces manual data entry.

  • Eliminates redundancy.

  • Automates warehouse data flow, making it more reliable, traceable, and scalable.

2. Installation

2.1 Connect to XoroERP Instance

  1. Log in to your XoroERP account.

  2. Navigate to the Apps module from the main dashboard.

  3. Click the 3PL Connections tab.

  4. Select Add 3PL Connection.

  5. Choose ShipBob from the list of available 3PL integrations.

2.2 Install the Integration App

  1. Click Install to add the ShipBob 3PL Integration to your XoroERP instance.

  2. After installation, the integration will be listed under your Active Integrations.

2.3 Log In Using Credentials

Configure the credentials provided by ShipBob (or via SPS Fulfillment, if using their connection):

  • Account / Client Name

  • API Endpoint / Base URL

  • Business / Company Code (if applicable)

  • Facility / Warehouse Code

  • Password / Secret / Token

⚙️ Make sure all credentials are valid and authorized for 3PL data access so that imports and exports can run without interruptions.

3. Workflow

The ShipBob 3PL integration automates the entire order fulfillment and inventory sync cycle between XoroERP and ShipBob.

3.1 Wave Creation in XoroERP

  • Orders are created in XoroERP and grouped into waves based on allocation rules and warehouse logic.

  • Each wave represents a batch of orders ready for fulfillment through ShipBob.

3.2 Product/SKU Export (Push SKU Enabled)

  • When Push SKU is enabled, product master data from XoroERP is exported to ShipBob.

  • This ensures that items being fulfilled exist in ShipBob with the correct SKU information.

  • Flow: XoroERP → ShipBob

3.3 Order Export to ShipBob (Order Push Enabled)

  • Once waves are ready and orders meet the configured filters, XoroERP exports the orders to ShipBob automatically.

  • ShipBob receives these orders into its system.

  • Flow: XoroERP → ShipBob

3.4 Shipment Fulfillment and Confirmation

  • ShipBob processes the orders in its fulfillment centers.

  • Once an order (or part of it) ships, ShipBob generates shipment confirmations and tracking details.

When Fetch Ship Confirmation is enabled in XoroERP:

  • XoroERP fetches shipment confirmations from ShipBob.

  • Orders and waves in XoroERP are updated accordingly:

    • Shipment status

    • Tracking number(s)

  • Flow: ShipBob → XoroERP

3.5 Inventory Synchronization (Sync Inventory Enabled)

  • When inventory sync is enabled, XoroERP updates its inventory levels based on the quantities available at ShipBob.

  • This ensures that:

    • Order allocation in XoroERP is based on accurate stock.

    • Overselling is minimized and stock-outs are visible in time.

4. Configuration Settings

The configuration controls how data is exchanged between XoroERP and ShipBob. It allows granular control over:

  • What data is exported or imported.

  • Which orders are eligible for export.

  • How shipments and inventory are interpreted.

  • How external channels/stores are mapped.

4.1 3PL Integration Settings (ShipBob)

4.1 Data Export Settings

  • Export Products to ShipBob (Checkbox) Enables the export of all product and SKU information from XoroERP to ShipBob. When enabled, ShipBob will have an up-to-date catalog of all products for fulfillment. This ensures consistency between XoroERP and ShipBob’s product database.

  • Export Orders to ShipBob (Checkbox) Enables the export of orders from XoroERP to ShipBob for processing and fulfillment. Only orders that meet the defined criteria will be exported. This automates order transmission and reduces manual entry.

  • Drop order(s) from the following store(s) Specifies which stores’ orders will be exported to ShipBob. Only orders originating from the selected stores are considered for export. This allows precise control over which sales channels are linked with ShipBob.

  • Block waves created via QuickShip (Checkbox) Prevents orders and waves created through QuickShip in XoroERP from being sent to ShipBob. This allows temporary, test, or manual waves to remain internal without impacting ShipBob fulfillment.

  • Ship Method Name(s) Defines shipping methods that should not be exported. Any order using these methods will be skipped in the export process. This enables control over which shipping methods are handled by ShipBob versus other fulfillment channels.

  • Blocked SKU(s) Specifies item numbers (SKUs) that should not be exported to ShipBob. This ensures restricted or problematic items are not processed by the 3PL system.

  • Allowed Customer(s) Restricts the exported orders to only those from selected customers. Orders from other customers will not be exported. This provides control over which clients’ orders are fulfilled through ShipBob.

  • Third Party Channel Assigns a specific channel to identify the origin of an order. Channels can correspond to sales platforms, marketplaces, or other third-party systems that integrate with XoroERP. This field ensures that the exported data is correctly categorized.

4.2 Shipment Control

  • Disable Multishipment (Checkbox) When enabled, ShipBob will consider the first shipment confirmation as final. This automatically closes all associated wave lines and unallocates any remaining quantities. When disabled, multiple shipment confirmations can be processed, leaving wave lines open until fully fulfilled.

  • Filter Configuration Allows fine-grained control over which orders are exported using the following parameters:

    • Filter Name – Select the attribute for filtering, such as ship-to country, order date, third-party source, or order tags.

    • Operator – Defines the logical operation for filtering (Contains, Equals, etc.).

    • Value – Enter the filter criteria corresponding to the operator and filter name. This enables selective exporting of orders based on specific conditions.

  • Default SKU A fallback SKU to be used during fulfillment when the order does not provide SKU information. This ensures the export process continues without interruption even if product data is incomplete.

  • Split Quantity (Checkbox) Enables splitting quantities for merged items in ShipBob. When enabled, combined items in a single order can be divided into multiple fulfillment units to match ShipBob’s processing requirements.

4.3 Shipping & Carrier Settings

  • Shipping Markup Adds a percentage-based markup to the shipping cost of exported orders. This can be used to account for additional shipping charges or internal pricing policies.

  • Shipping Markup Order Type Specifies the order types for which shipping markup will be applied. If left blank, markup is applied to all exported orders. This allows differentiation of shipping costs based on order classification.

  • Carrier Name → Third Party Carrier Name Maps carriers in XoroERP to their corresponding ShipBob carriers. This ensures that orders are exported using valid carrier names recognized by ShipBob, avoiding export errors.

  • Ship Service Name: This field represents the shipping method or service defined in XoroERP. It corresponds to the internal shipping options you use to fulfill orders, such as “Standard Ground,” “Express Delivery,” or “Overnight Shipping.” In the ShipBob integration, this field is used to map XoroERP’s shipping options to the corresponding service recognized by ShipBob. Proper configuration ensures that the correct shipping method is communicated to ShipBob when orders are exported.

  • Third Party Ship Service Name: This field represents the shipping method recognized by ShipBob. It is the equivalent of the XoroERP Ship Service Name on ShipBob’s side. When an order is exported from XoroERP, the integration uses this mapping to translate the internal shipping method into a ShipBob-compatible service. This ensures that ShipBob fulfills the order using the intended shipping option, avoiding misrouting or incorrect delivery speed.

  • Auto Create Carrier and Ship Services (Checkbox) Automatically creates any missing carriers or shipping services in XoroERP during export. This ensures smooth integration without requiring manual carrier setup.

  • Export ASNs to ShipBob (Checkbox) Enables the export of Advance Shipping Notices (ASNs) to ShipBob. This allows ShipBob to receive detailed shipment information in advance for processing.

  • Third Party Store (Dropdown) Selects the corresponding store in ShipBob for exported orders. This ensures that orders are assigned to the correct fulfillment account or location.

  • Use Ship Date as Transaction Date (Checkbox) Configures XoroERP to use the actual shipment date as the transaction date. This ensures accurate reporting and synchronization of orders.

  • Allow third-party merged shipments (Checkbox) When enabled, merged shipments from third-party systems are accepted and processed as separate invoices. This ensures correct accounting and order tracking in ShipBob.

4.4 Inventory Sync Settings

  • Enable Full Inventory Sync (Checkbox) Activates complete inventory synchronization from ShipBob to XoroERP. This ensures stock levels in XoroERP reflect real-time fulfillment availability.

Warehouse Mapping Assign ShipBob locations to XoroERP inventory locations. This is necessary for multiple warehouses or regions.

  • Third Party: Amazon FBA → Xoro Location

  • Inventory Identifier Code – Defines the unique item identifier for reconciliation between systems.

  • Xoro Inventory Level – Select the XoroERP inventory metric for comparison (e.g., Net Available).

  • Third Party Inventory Level – Select the ShipBob inventory metric for comparison (e.g., Fulfillable Quantity).

Sync Frequency

  • Recurring intervals or Once per day.

  • Hours and Minutes can be set to control timing of automatic syncs.

4.6 Import/Export Scheduling

You can schedule automatic data flows for:

  • Order export

  • Shipment confirmation import

  • ASN export/import (if enabled)

  • Inventory sync

Options include:

  • Recurring at a fixed interval

  • Once per day at a specific time

You can configure:

  • Start date

  • Interval in minutes

  • Optional offset for import/export to fine-tune timing

4.7 Time Zone & Automation

Time Zone

  • Set the operational time zone used for synchronization.

  • Example: (UTC-08:00) Pacific Time (US and Canada)

Enable Auto Import/Export

  • When enabled, XoroERP automatically runs import/export tasks based on the defined schedule.

Auto Import Start Time Offset

  • An optional negative offset (in minutes) applied to the import start time.

  • Example:

    • Interval = 30 minutes

    • Offset = 5

    • Effective fetch every 25 minutes

Enable Pending Ship Confirmation Sync

  • Automatically fetches pending shipment confirmations from ShipBob.

  • Ensures that delayed or previously failed confirmations are picked up.

Email Notifications

  • Receive error notifications immediately when import/export operations fail.

  • Optionally receive a daily summary of errors.

  • Multiple email addresses can be entered, separated by commas.

  • You can filter or exclude logs using wildcards (e.g., *timeout*, *error*).

5. Operations Page

The Operations Page in XoroERP provides a centralized interface to monitor, control, and manually trigger data synchronization between XoroERP and ShipBob.

You can:

  • Push data from XoroERP to ShipBob.

  • Fetch shipment confirmations from ShipBob.

  • Review ASNs, SKUs, and logs.

  • Manually retry failed operations.

5.1 Header Options

  • Add Account – Add another ShipBob account to your XoroERP integration.

  • Change Account – Switch between multiple ShipBob accounts or update credentials.

  • Remove Account – Disconnect the current ShipBob integration.

  • Settings – Open configuration parameters for automated import/export and mapping.

5.2 Sync Xoro Data to ShipBob

This section allows you to manually trigger synchronization of Xoro data to ShipBob.

  • Start/End Date – Specify a date range for the data to be synchronized.

  • Search Query – Filter by order number, ASN, or keyword to sync specific records.

This is helpful for:

  • Backfilling data.

  • Re-running specific batches.

  • Verifying integration behavior.

5.3 Orders Tab

Manage and monitor order exports to ShipBob.

Functions:

  • Run – Manually push selected orders from XoroERP to ShipBob.

  • Mark as Resolved – Mark successfully exported orders as resolved.

  • Mark as Unresolved – Reopen orders for reprocessing.

Filters:

  • Hide Resolved – Hide successfully processed orders.

  • Show Errors Only – Focus on orders that failed or encountered errors.

Information Displayed:

  • Order # – Unique identifier for each order.

  • Last Execution Date – Timestamp of the most recent export attempt.

  • Message – Status or error details.

5.4 Ship Confirmations Tab

Track shipment confirmations fetched from ShipBob.

Functions:

  • Run – Fetch and update shipment confirmations from ShipBob.

  • Mark as Resolved – Mark processed confirmations as resolved.

  • Mark as Unresolved – Reopen confirmations for further review or reprocessing.

Filters:

  • Hide Resolved – Hide already processed shipment confirmations.

  • Show Errors Only – Focus on failed confirmations.

Search Options:

  • By Ship Confirmation # or keyword.

Information Displayed:

  • Ship Confirmation # – Unique identifier for each shipment.

  • Last Execution Date – Timestamp of latest operation.

  • Message – Status or error message from the integration.

5.5 SKU Tab

Manage SKU synchronization between XoroERP and ShipBob.

Functions:

  • Run – Manually sync SKU data.

  • Mark as Resolved / Unresolved – Maintain the state of SKU sync records.

Information Displayed:

  • SKU # – Item identifier.

  • Last Execution Date – Last sync attempt.

  • Message – Status or error message.

Example: Updates made to product dimensions or weights in XoroERP are synced to ShipBob to maintain accurate shipping calculations.

5.6 Logs Tab

Monitor overall integration activity, including:

  • Exports

  • Imports

  • SKU sync

  • ASN operations

Filters:

  • Hide Resolved Exports – Show only items needing attention.

  • Show Errors Only – Focus on failed or problematic records.

Columns:

  • Export Date

  • Type (Orders, Ship Confirmations, ASNs, Inventory, etc.)

  • Keyword

  • Order Ref #

This tab is critical for troubleshooting and verifying that the integration is functioning as expected.

6. Summary

The ShipBob 3PL Integration for XoroERP provides a unified, automated bridge between your ERP and ShipBob’s logistics platform.

With:

  • Push SKU Enabled → XoroERP → ShipBob

  • Order Push Enabled → XoroERP → ShipBob

  • Fetch Ship Confirmation Enabled → ShipBob → XoroERP

  • Sync Inventory Enabled → ShipBob → XoroERP

  • Third Party Channel and Third Party Store for source/store mapping

  • Disable Multishipment for controlling shipment-finality behavior

  • Powerful filters, scheduling, and Operations Page controls

you get:

  • Faster, reliable fulfillment

  • Reduced manual errors and data entry

  • Accurate inventory and shipping status

  • Clear multi-channel visibility and store-level control

  • A more transparent and scalable 3PL collaboration with ShipBob

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