Getting started

This walkthrough is the first hour in the Zippendo client (app.zippendo.com): create the workspace, finish the setup the product requires, then learn where each sidebar screen lives. You do not need every feature on day one. You can create a label as soon as you have a sender address and a connected carrier. Channels, rules, checkout rates, and returns come after that.

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Create your account

Open app.zippendo.com and sign up with your work email. Verify the address when Zippendo asks — the API blocks shipping actions until the account is verified. The first organization is created during signup. You land on Dashboard for that org. If you already have an invitation, accept it instead of creating a second workspace — see Settings, team, and brands.

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Organization and brand

The workspace you are in is the organization in the sidebar footer (and in the breadcrumb). Click that control to open the team switcher. From here you can:

• Manage — opens Settings (Organization, Team, Addresses, Pricing Plans, API Settings, Webhooks, Brands, Import). Settings is not a main-nav item.
• Invite members — add colleagues. Roles and brands are covered in Settings, team, and brands.
• Switch organization — move to another workspace you belong to. See Switching organizations.

If the org has brands, the same menu lists them so you can scope the dashboard to one consumer label. House-wide view shows every brand.

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Recommended setup order

The in-app Setup guide / dashboard card Get shipping ready uses this order: Add address → Add Carrier → Connect Order Channel → Add Shipping Rules. A sender address is required before you can connect a carrier or create a shipment. A practical merchant path once the address exists:

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Add a sender address

Open the team switcher → Manage → Addresses. The page title is Settings, with tabs for Organization, Team, Addresses, and the rest of account setup. Click Add Address. Mark the warehouse as Sender. You can also tick Return on the same address if you will book inbound labels later — see Returns. Pickup is for carrier collection, not the shopper’s drop-off.

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Connect a store

Order Channels is in the main sidebar. Description: Connect your e-commerce platforms to import orders automatically. Two tabs: Connected stores and Available integrations. Connected channels also appear under Channel orders in the sidebar so you can open that store’s orders in one click.

• Shopify installs from the App Store — Connect Shopify.
• WooCommerce and custom / ERP channels — Connect order channels.
• Live rates at the shopper’s checkout — Checkout (after rules exist).

You can skip this and create a shipment by typing the address.

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Connect a carrier

Carriers opens Carriers / Integrations. My Carriers is what you already connected. All Carriers is the catalog. Click Connect, enter the carrier credentials, and choose the sender address from step one. Full walkthrough: Carriers. If a carrier is missing, Carrier Requests lets you ask Zippendo to add it.

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Add shipping rules

Shipping Rules sits between Carriers and Shipments. Description: Define how carriers, rates, and conditions apply to orders and checkout. A rule is the reusable carrier + product + sender + destination setup. Checkout offers matching rules as shipping options. Creating a shipment from an order that already has a rule fills those fields for you. How to build one, including the Test button: Shipping rules. How those rules become shopper options: Checkout. Return-specific rules: Returns.

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First order and first shipment

Orders is the fulfilment queue for sales that synced from a channel. Description: Manage and fulfill your customer orders. Click a row. The order has Overview and Shipments tabs, plus Send order when a shipment is ready. Shipments is every label you have booked or drafted. Description: Manage and track all your shipments. Click Create shipment for a standalone send. Open a shipment for Overview, Documents, and Tracking. Creating a shipment saves it as Pending — you still click Send Shipment to book the label. Full paths: Orders and Create a shipment.

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Print and track

Printers registers the Zippendo printer client so labels can hit a thermal printer when you send. Description: Manage your printers. Use Download Printer Client in the header. A printer can be Active (approved) and still Offline until the client on that machine is running. How to download, print, or auto-print: Labels and printing. After Send Shipment, open the shipment Tracking tab. Events are polled from the carrier — Tracking.

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Dashboard

After you sign in, Dashboard is the first screen: greeting, Refresh, Export CSV, lifetime stats, Shipment analytics, and Order flow health. The dashboard does not replace Orders or Shipments — it tells you which list to open. Card-by-card: Dashboard.

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Around the sidebar

Everything else in the main nav, in the order it appears:

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Pickups

Pickups — Schedule carrier pickup requests for dispatched shipments. Schedule Pickup books a collection for parcels you have already sent.

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Integrations

Integrations is downstream tools (Klaviyo, Slack, Customer.io, and others) — not store channels. Description: Connect downstream tools to receive shipping and order events from Zippendo. Those events are typically fired from Automations.

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Automations

Automations — Trigger actions when events happen in Zippendo. Event-driven workflows (for example, apply a rule when a shipment is created). Not the same as shipping rules.

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Carrier Requests

Carrier Integration Requests — Request new carrier integrations — we’ll build them for you using AI. Use this when the carrier you need is not on All Carriers.

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Settings

Manage opens Settings. Organization is the display name for the workspace, plus optional VOEC, EORI, SPRN, and IOSS identifiers used on customs documents. Team, brands, API tokens, and webhooks: Settings, team, and brands. The sidebar footer also has Changelog and Support. Zippy in the header is in-app help — it does not replace these tutorials.

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You’re ready

Field-level: Sender addresses · Ask Zippy · Switch organization and brand