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
Log in to your XoroERP account.
Navigate to the Apps module from the main dashboard.
Click the 3PL Connections tab.
Select Add 3PL Connection.
Choose ShipBob from the list of available 3PL integrations.
2.2 Install the Integration App
Click Install to add the ShipBob 3PL Integration to your XoroERP instance.
After installation, the integration will be listed under your Active Integrations.
2.3 Log In Using Credentials
Configure the credentials provided by ShipBob:
Account / Client Name
API Endpoint / Base URL
⚙️ 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. Settings
The configuration controls how data is exchanged between XoroERP and ShipBob. It allows granular control over:
4.1 Data Export Settings
Field Name
UI Control
Description
Export Products to ShipBob
Checkbox
Enables the export of all product and SKU data from XoroERP to ShipBob, ensuring ShipBob maintains an up-to-date product catalog for fulfillment.
Export Orders to ShipBob
Checkbox
Enables the export of eligible orders from XoroERP to ShipBob for processing and fulfillment. Only orders that meet the defined export criteria are transmitted.
Drop Order(s) from the Following Store(s)
Multi-Select Dropdown
Specifies which store orders are eligible for export to ShipBob. Only orders originating from the selected stores are considered, allowing precise control over connected sales channels.
Block Waves Created via QuickShip
Checkbox
Prevents orders and waves created through QuickShip in XoroERP from being exported to ShipBob, allowing test or manual waves to remain internal.
4.2 Shipment Control
Field Name
UI Control
Description
Method Name(s)
Multi-Select Dropdown
Shipping methods to exclude from export. Orders using these methods are skipped.
Blocked SKU(s)
Multi-Select / Text Field
SKUs that should not be exported to ShipBob.
Allowed Customer(s)
Multi-Select Dropdown
Only orders from selected customers are exported.
Third Party Channel
Dropdown
Identifies the originating sales or integration channel for exported orders.
Disable Multishipment
Checkbox
Treats the first shipment confirmation as final and closes remaining wave lines.
4.3 Filters
Filter Configuration Allows fine-grained control over which orders are exported using the following parameters:
Field Name
UI Control
Description
Filter Name
Dropdown
Selects the order attribute used for filtering.
Operator
Dropdown
Defines the condition applied to the filter.
Value
Text Field
Specifies the filter criteria.
—
—
Controls which orders are eligible for export based on defined conditions.
4.4 SKU & Quantity Handling
Field Name
UI Control
Description
Default SKU
Text Field
A fallback SKU used during fulfillment when the order does not include SKU information. This ensures the export process continues smoothly even if product data is incomplete.
Split Quantity
Checkbox
Enables quantity splitting for merged items in ShipBob. When enabled, combined items in a single order can be divided into multiple fulfillment units to align with ShipBob’s processing requirements.
4.5 Shipping & Carrier Settings
Field Name
UI Control
Description
Shipping Markup
Numeric Field (%)
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
Text Field / Dropdown
Specifies the order types for which the shipping markup will be applied. If left blank, the markup is applied to all exported orders, allowing flexibility based on order classification.
Carrier Name → Third Party Carrier Name
Mapping Table
Maps carriers defined in XoroERP to their corresponding carrier names recognized by ShipBob. This ensures orders are exported with valid carrier names, preventing export failures or carrier mismatches.
Field Name
UI Control
Description
Ship Service Name
Text Field / Dropdown
Represents the shipping method defined in XoroERP. This is the internal shipping option used to fulfill orders, such as standard, express, or overnight delivery. It is used to map XoroERP shipping services during order export.
Third Party Ship Service Name
Text Field / Dropdown
Represents the shipping service recognized by ShipBob. This value is used to translate the XoroERP shipping method into a ShipBob-compatible service, ensuring the correct shipping option is applied during fulfillment.
4.6 Auto Create Carrier
Field Name
UI Control
Description
Auto Create Carrier and Ship Services
Checkbox
Automatically creates missing carriers and shipping services in XoroERP during export.
4.7 Export ASNs
Field Name
UI Control
Description
Export ASNs to ShipBob
Checkbox
Enables the export of Advance Shipping Notices (ASNs) from XoroERP to ShipBob, allowing ShipBob to receive shipment details in advance for processing. Enabling this option reveals additional configuration fields.
Batch Receive Location
Text Field
Defines the default location where inbound inventory is batch-received during ASN processing.
Batch Receive Location for Damaged Inventory
Text Field
Specifies the default location used to receive damaged inventory during ASN processing.
Third Party Fulfillment
Checkbox / Dropdown
Indicates whether the ASN is associated with third-party fulfillment and controls how such inventory is processed in ShipBob.
Field Name
UI Control
Description
Third Party Store
Dropdown
Selects the corresponding store in ShipBob for exported orders, ensuring orders are routed 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, ensuring accurate reporting and order synchronization.
Allow Third-Party Merged Shipments
Checkbox
Allows merged shipments from third-party systems to be processed as separate invoices, ensuring correct accounting and order tracking in ShipBob.
4.4 Inventory Sync Settings
Field Name
UI Control
Description
Enable Full Inventory Sync
Checkbox
Activates complete inventory synchronization from ShipBob to XoroERP, ensuring stock levels in XoroERP reflect real-time fulfillment availability. Enabling this option reveals additional configuration fields.
Field Name
UI Control
Description
Warehouse Mapping
Mapping Table
Maps ShipBob warehouse locations to corresponding XoroERP inventory locations. This is required when operating with multiple warehouses or regional fulfillment centers.
Third Party → Xoro Location
Mapping Row
Maps third-party fulfillment locations (e.g., Amazon FBA) to XoroERP inventory locations to ensure accurate inventory reconciliation.
Inventory Identifier Code
Dropdown
Defines the unique item identifier used to reconcile inventory between XoroERP and ShipBob.
Xoro Inventory Level
Dropdown
Selects the XoroERP inventory metric used for comparison during synchronization (e.g., Net Available quantity).
Third Party Inventory Level
Dropdown
Selects the ShipBob inventory metric used for comparison during synchronization (e.g., Fulfillable Quantity).
Sync Frequency
Scheduler
Defines how often inventory synchronization runs. Supports recurring intervals or once-per-day execution, with configurable hours and minutes to control automatic sync timing.
4.5 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
4.6 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, 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.
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.
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.
Previous Exports
View a history of previously exported data with options to manage and reprocess items.
5.1 Orders
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.
5.2 Ship Confirmations
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.
5.3 SKU
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.
5.4 Logs
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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