The Address book will allow you to save customer address information for future use and set defaults such as service, packaging, and even billing account numbers. Instead of manually entering the address information for each shipment, you can select the customer from the Address Book with one click and start the label process. There are a few different ways to input an address into the address book. The instructions below will walk you through the different options.
Click the Address Book tab.
Adding Addresses to the Address Book
There are a few different ways to add an address to the Address Book. In the top right of the Address Book page, you will see the following options:
Adding a Single Address
To add a single address, click the “Add Address” button.
When selected, an “Address Details” box will appear. Fill out the recipient information and click “Save”.
Additional details such as the Default Service and Default Package type can be set per address. This feature is beneficial when a specific recipient always has the same service or packaging for all shipments. An additional option for Default Billing Party can also be set depending on the service selected. This option is not available for all carriers so it is not shown in the window until the service is selected.
Custom Address Id: A Custom Address Id can be added which can be used to filter the addresses by as well as used for creating a rule to override the “Return To” address.
While on the ship tab, you have the option to save the sender or receiver address to the address book. Located next to the sender info and receiver info is a small disc icon, by clicking this icon during the shipment creation process, you can save any address to the address book.
When the save icon is clicked, a checkmark will appear next to the save icon to indicate the address has been saved.
You can also save addresses from past shipments. Click the History/Track tab.
Select the eye icon in the corresponding row of the address you wish to save.
Next to the “To” there will be a save icon, select it to save the information to the address book.
Import Addresses from a CSV
The option to import addresses from a .csv file is also available. It is suggested to only use the necessary address fields (Name, Company, Address 1, Address 2, City, State, Country, Postal Code, & email) as additional address fields are not supported.
To import an address book from a .csv file, click “Import Addresses”.
Select the .csv file from your saved documents.
Map each column of your .csv to an item in the drop-down menu at the top of each column.
If your address book contains a header row, check the box “skip first line of .csv” to exclude the headers from being imported. Click the button “Looks Good - Import XX Rows” to import the csv file.
If an import of addresses goes bad, for example, a column was off or selected incorrectly, you can always delete the import. Click the “Delete Import” button from the top right corner of the Address Book.
A pop-up will appear with an “Import Date” dropdown. Select the necessary import date and click "Ok".
All addresses imported on that date will be deleted from the Address Book.
Saved Addresses
Saved addresses will be displayed in a list. The most recent addresses saved will show at the top of the list.
Click any header row, such as Name, Company, City, etc. to sort the address book. The Search bar at the top of the page can also assist in the search for addresses stored within the Address Book.
You can also Filter by Tag.
Shipping from the Address Book
To ship to/from an address in the Address Book, click the down arrow on the left side of the address line
Click “New Shipment To” or “New Shipment From” and the address details will be populated in the Sender or Receiver within the Ship Tab
When in the Ship tab, you can also begin to type any address-matching data within the address, and the address will be available for you to select from the dropdown.
Exporting Addresses
To export an address to a .csv file from the address book, click “Export Addresses”
When clicked, the addresses will automatically be downloaded to a .csv file
Note: If you find the automatic .csv doesn’t happen, check your pop-up blockers as this may be preventing the file from downloading.
Deleting an Address
If you wish to delete an address from the address book, click the down arrow beside the address and click“Delete”.
A pop-up will appear asking for verification to delete, click ok and the address will be removed. **there is no “undo” option, so use caution when using this function**
To delete more than one address at a time, check each address you wish to delete, or check the box on the top of the list to check all
Click the 3 dot icon next to the checkbox and select "Delete selected"
A confirmation message will appear before the action of deleting the addresses will be completed. Click OK if you are ready to delete the selected addresses.
Address Book Tags
This feature is beneficial when shipping to specific group recipients.
To add an Address Tag click “Manage Tags”.
You can edit the existing tags by selecting the pencil icon next to the tag name. To add a new tag select “Create New Tag” You can name the tag and select a color from the drop-down.
After creating the tags select "Save".
You can now add tags by using the edit feature on individual saved addresses.
To add tags to more than one address at a time, check each address you wish to add tags to or check the box on the top of the list to check all.
Select "Add/Remove Tags".
Select the tag you would like to add and click "Save".