A Shopify client asked to help connect her FedEx account to her store. What was supposed to be easy (so I thought) resulted in extra hours looking for answers and eventually calling FedEx Support out of frustration. This tutorial is for those in Canada. There is a redirect in one of the links in the Shopify documentation that led on a longer path to connect this account.
This is for anyone needing to do the same and save you some time to figure it out. It’s actually very simple but needing additional steps. This guide is only how to connect your FedEx account. There is another step to add that new FedEx account on your shipping rates, Shopify’s guide is pretty much all you need. Please visit their guide ‘Create Calculated Shipping Rates‘
Now let’s get started!
First why do I need to connect my Shopify Store to a FedEx account?
This enables you to get real-time shipping rates from FedEx. This is called Carrier-Calculated Shipping Rates. This used to be exclusive to Shopify Advanced plan but now even if you are on the Basic Plan you can have it added if you pay annual instead of monthly. Shopify throws in the Carrier-Calculated Shipping Rates feature for free and gives you 2 months free! If later on you decide this is not for you, you can just switch it back to monthly. You don’t lose anything! Another way is to pay an extra $20 per month over your Basic Plan. Contact Shopify Support to enable this option.
Now where is this setting in my store?
Login to your Shopify store then go to Settings > Shipping and Delivery > Carrier Accounts. If you have Carrier-Calculated Shipping Rates enabled you will see a button ‘Connect to Carrier Account.’ If not, remember what I mentioned above.
Read the Shopify Guide First
Shopify made create a guide but it needs an update. Please read Activate Shipping with Fedex from their documentation.
To comply with non-disclosure agreement, confidential information in some case studies were omitted or obfuscated.
Register for a FedEx Account
You actually need to register for two accounts with FedEx. The main FedEx account and a Developer Account. Now this is very important. When you setup please make note of your account number and billing address. You will need this later.
Register an Account at FedEx Developer Resource Center
This is the second account. This is the step where I tripped up. I’m in Canada and the link on the Shopify documentation redirects to the main FedEx home page in Canada. Nope! Go to this web page https://www.fedex.com/en-us/developer.html
This account is really for developers creating apps with FedEx integration. You will get an email with your test account information. email will look like this
Don’t be scared! You don’t need any of that. FedEx places your developer account in testing environment by default. You will need to immediately switch your account to Move to Production. This video from PluginHive ‘How to Integrate FedEx with Shopify’ was what helped me figure this out .
After switching your account to production you will get your Production Key (you need to enter this on your store) on the confirmation page. Make sure to copy this and save it somewhere.
Finally! Connect your Account
You should also have received an email confirming your account is ready for production. You need the following info:
- Production meter number – from the email
- Authentication Key – from the confirmation page
- Production Password – from the email
- Account number – from the email
Login to your Shopify store then go to Settings > Shipping and Delivery > Carrier Accounts. Select FedEx, enter the info above then click Save. Yes the hard work is done!
But actually you need one more step before you’re done. Once the account is connected, you have to set this up and create the shipping rates. Until you do this last step, your customers will not see the FedEx option during checkout. For this step, Shopify’s guide is pretty much all you need. Please visit their guide ‘Create Calculated Shipping Rates‘ on their documentation.
Remember to save these login credentials somewhere so you can easily reconnect the account if someone accidentally disconnects it. Trust me it has happened to someone I know.
Hope this tutorial helps!