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UPS Initial Setup

This guide walks you step by step through the initial setup of the UPS Shipping Connector in Business Central. After completion, you can start creating UPS shipping labels right away.


Prerequisites

Before you begin, make sure you have the following:

  • [x] UPS Business Account β€” An active account with UPS
  • [x] UPS Developer Portal Account β€” Access at developer.ups.com
  • [x] Client ID & Client Secret β€” Created in the UPS Developer Portal (OAuth 2.0 App)
  • [x] Account Number β€” Your 6-character UPS Shipper Number
  • [x] merchantCENTRAL Hub β€” The merchantCENTRAL Hub app must be installed
  • [x] UPS Connector β€” The app "AD merchantCENTRAL Shipment UPS" must be installed

Sandbox vs. Production Access

UPS offers a sandbox environment for testing. Make sure to activate it first before working with real shipments! Sandbox credentials are created separately in the UPS Developer Portal.


Step 1: Set Up UPS Developer Portal

If you don't have access yet:

  1. Go to developer.ups.com
  2. Register with your UPS business account
  3. Create a new App:
    • App Name: e.g., merchantCENTRAL BC
    • Callback URL: can be left empty (Client Credentials Flow)
    • Products: Enable Shipping
  4. After creation, you will receive:
    • Client ID β€” e.g., A1B2C3D4E5F6G7H8I9J0
    • Client Secret β€” e.g., K1L2M3N4O5P6... (only visible once!)

Save the Client Secret

The Client Secret is shown only once in the UPS Developer Portal. Copy it immediately and store it securely. If you lose it, you will need to create a new app.


Step 2: Open the Setup Page

There are three ways to open the UPS setup page:

Method 1 β€” Via Search:

  1. Press ++alt+q++ (or the search field in the top right)
  2. Enter UPS Shipment Setup
  3. Click on the search result

Method 2 β€” Via the merchantCENTRAL Dashboard:

  1. Open the merchantCENTRAL Dashboard
  2. Navigate to Shipping Providers
  3. Click on UPS

Method 3 β€” Via the Shipping Providers List:

  1. Open the Shipping Providers list
  2. Find the UPS entry
  3. Click on Open Setup in the action bar

Automatic Initial Creation

When opening the setup page for the first time, an empty record is automatically created. You don't need to create anything manually.


Step 3: Enter API Credentials

In the API Credentials section, enter your OAuth 2.0 credentials:

3.1 API Base URL

Environment URL
Production https://onlinetools.ups.com
Sandbox https://wwwcie.ups.com

Recommendation: Start with Sandbox

Enable the Sandbox Mode field β€” the URL will automatically switch to the sandbox address.

3.2 OAuth 2.0 Credentials

Field What to Enter Example
Client ID OAuth 2.0 Client ID from the Developer Portal A1B2C3D4E5F6G7H8I9J0
Client Secret OAuth 2.0 Client Secret (will be masked) ***

Credential Security

Client ID and Client Secret are stored encrypted in Business Central IsolatedStorage β€” not as plain text in the database. After entry, they are only displayed as ***.

3.3 Account Number

Field What to Enter Example
Account Number 6-character UPS Shipper Number A12B34

Where Do I Find the Account Number?

You can find the UPS Account Number (Shipper Number):

  • On your UPS invoices
  • In the UPS business customer portal under Profile β†’ Account Information
  • In your UPS contract letter

Step 4: Test the Connection

Test the connection before proceeding:

  1. Click Test Connection in the action bar
  2. Business Central requests an OAuth Access Token from UPS
  3. On success, a confirmation message appears:

    βœ… Connection successful. OAuth Token received.

  4. The token is stored in the background (validity: ~4 hours)

Connection Failed?

Possible causes:

  • Wrong Client ID or Client Secret β€” Check your credentials in the UPS Developer Portal
  • Wrong URL β€” Sandbox credentials only work with the sandbox URL
  • App not activated β€” Make sure your app has Active status in the Developer Portal
  • Firewall β€” The BC server must be able to reach onlinetools.ups.com (port 443)

β†’ More help: Troubleshooting


Step 5: Enter Shipper Address

In the Shipper Address section, enter your shipper address:

Field Description Example
Shipper Name Company name ALTENBRAND Datentechnik GmbH
Shipper Attention Name Contact person (Attn.) Max Mustermann
Shipper Street Street (line 1) Am Brunnenfeld 1
Shipper Street 2 Address supplement (line 2, optional) Building B
Shipper Post Code Postal code 86511
Shipper City City Schmiechen
Shipper Country Code Country code (ISO-2) DE
Shipper State/Province State (required for USA/CA) BY
Shipper Phone Phone number +49 8206 96200
Shipper Email Email address versand@altenbrand.de

Required Fields

Shipper Name, Shipper Street, Shipper Post Code, Shipper City, and Shipper Country Code are mandatory.

State/Province

For shipments within Germany, the State/Province field is optional. For shipments to the USA or Canada, it is required (e.g., CA for California, ON for Ontario).


Step 6: Set Default Settings

6.1 Default Service

Service Code Transit Time Coverage
UPS Standard 11 2–5 business days Europe
UPS Express 07 Next business day Worldwide
UPS Express Saver 65 Next business day (more economical) Europe
UPS Express Plus 54 Earliest possible Worldwide
UPS Expedited 08 2–5 business days Worldwide
UPS Access Point Economy 70 2–5 business days Access Points
UPS Worldwide Express Freight 96 Next business day Freight, worldwide

Recommendation

For European B2B shipping, UPS Standard (11) is the most common choice. For time-critical shipments, choose UPS Express (07).

6.2 Package Types

Type Code Description
Customer Supplied 02 Your own packaging (default)
UPS Letter 01 UPS envelope
Tube 03 Shipping tube
PAK 04 UPS PAK (plastic envelope)
Express Box 21 UPS Express Box
25KG Box 24 UPS 25 kg box
10KG Box 25 UPS 10 kg box

6.3 Label Format

Format Description Usage
GIF Standard image format Office printers, web view
PNG High-resolution image format Office printers
ZPL Zebra Programming Language Zebra thermal printers
EPL Eltron Programming Language Eltron thermal printers
SPL Star Programming Language Star thermal printers

6.4 Label Size

Size Description
4x6 4 Γ— 6 inches β€” standard thermal printer format
4x8 4 Γ— 8 inches β€” larger format with more space

6.5 Default Weight

Enter a default weight in kilograms (e.g., 1 for 1 kg, max. 70 kg). This is used when no weight is specified on the package.


Step 7: International Settings (Optional)

In the International / Customs section, you can set defaults for international shipping:

Field Description Example
Shipper Tax ID EORI number or VAT ID for customs documents DE123456789
Default Reason for Export Default reason for export SALE

β†’ Details: International Shipments

Only for International Shipping

If you only ship within the EU, you can skip this step.


Setup Complete βœ“

After these steps, your UPS Connector is ready to use. You can now:


Checklist

  • [ ] Client ID and Client Secret entered
  • [ ] Account Number entered
  • [ ] Test Connection successful
  • [ ] Shipper address complete (Name, Street, Postal Code, City, Country)
  • [ ] Default service selected (e.g., 11 for UPS Standard)
  • [ ] Package type selected (e.g., 02 for Customer Supplied)
  • [ ] Label format selected (GIF, PNG, ZPL, EPL, or SPL)
  • [ ] Label size selected (4x6 or 4x8)
  • [ ] Default weight entered
  • [ ] Optional: Shipper Tax ID for international shipping