Getting started

This walkthrough covers your first hour in the Zippendo app (app.zippendo.com): create your organization, finish the setup, then learn where each page in the sidebar is. You don’t need every feature on day one. You can create a label as soon as you have a sender address and a connected carrier. Order channels, shipping rules, checkout prices and returns can come later.

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Create your account

Open app.zippendo.com and sign up with your work email. Then open the email Zippendo sends you and verify your address. You need to do this before you can use the app. Your organization is created when you sign up, and you land on Dashboard. If a colleague has already invited you, accept that invitation instead of creating a second organization. See Settings, team, and brands.

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Your organization

The organization you are working in is shown at the bottom of the sidebar. Click it to open the organization menu. From here you can:

• Manage: opens Settings, with Organization, Team, Addresses, Pricing plans, API settings, Webhooks, Brands and Setups. Settings is not in the main sidebar; you always open it from here.
• Invite team members: add your colleagues. Roles and brands are covered in Settings, team, and brands.
• Switch organization: move to another organization you belong to. See Switching organizations.

If your organization has brands, a brand picker sits at the top of the sidebar. Pick a brand to see only that brand’s data, or All brands to see everything.

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The setup wizard

While you set up, the Setup wizard shows in the sidebar and as a card on Dashboard. It counts the steps you have done and names the next one. Click Continue setup to see every step. Each step ticks off by itself once the thing it asks for exists. The wizard goes away once your organization has its first shipment. The steps, in order:

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Add a sender address

Open the organization menu → Manage → Addresses. The page is called Settings, with tabs for Organization, Team, Addresses and the rest of your account setup. Click Add address and tick Sender for your warehouse. This is the “from” address printed on labels. You can also tick Return on the same address if you will create return labels later. See Returns. Pickup is for an address where the carrier collects parcels from you.

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Connect a carrier

Carriers in the sidebar has two tabs. My carriers lists the carriers you have connected. All carriers lists every carrier you can connect. Click Connect and enter the carrier credentials your carrier gave you. You don’t pick a sender address here: you pick it on each shipment. Full walkthrough: Carriers. If your carrier is missing, Carrier requests lets you ask Zippendo to add it.

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Add shipping rules

Shipping rules is in the sidebar between Carriers and Carrier requests. The page says: Choose the carrier, product and shipping price for orders and at checkout, based on conditions such as weight and order value. A rule is a saved combination of carrier, product, sender address and destination countries. At checkout, matching rules are offered as shipping methods. A shipment created from an order that has a rule gets those details filled in for you. How to build one, including the Test button: Shipping rules. How rules become shipping methods in your webshop: Checkout. Rules for returns: Returns.

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Connect your webshop

Order channels is in the sidebar. It has two tabs: Connected (the webshops and systems sending orders into Zippendo) and Catalog (the ones you can connect).

• Shopify: you install Zippendo from the Shopify App Store. See Connect Shopify.
• WooCommerce, or your own webshop or ERP system: see Connect order channels.
• Shipping prices in your webshop’s checkout: see Checkout (once you have shipping rules).

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

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Your first order and shipment

Orders lists the orders that came in from your order channels. The page says: Manage and fulfill your customer orders. Click an order. It shows Items and Shipments on the left and the order details on the right, plus Send order at the top once a shipment is ready. Shipments lists every shipment you have created or sent. The page says: Manage and track all your shipments. Click Create shipment to send something that is not an order. A shipment’s page shows Parcel details and Documents, and Tracking timeline once the shipment has a tracking number. Creating a shipment saves it as Pending. You still click Send shipment to send it to the carrier and get the label. Step by step: Orders and Create a shipment.

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Print and track

Printers is where you add the printers that Zippendo Printer prints on, so labels come out of your label printer as soon as you send. The page says Manage the printers connected through Zippendo Printer. Click Download Zippendo Printer at the top to install the app. A printer can be Active (approved) and still Offline until Zippendo Printer is running on that computer. How to download, print, or print automatically: Labels and printing. After Send shipment, the shipment’s page shows Tracking timeline. Zippendo fetches the carrier’s scans for you. See Tracking.

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Dashboard

After you sign in, Dashboard is the first page: a greeting, Refresh, Export CSV, four key numbers, Shipment analytics and Order flow health. Dashboard does not replace Orders or Shipments. It tells you which list to open. Section by section: Dashboard.

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Around the sidebar

The other pages in the sidebar:

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Pickups

Pickups: Schedule a carrier pickup for your sent shipments. Schedule pickup asks the carrier to come and collect parcels you have already sent.

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Apps & integrations

Apps & integrations connects the tools you already use (Klaviyo, Slack, Customer.io and others), so Zippendo can send them shipping and order events. This is not where you connect your webshop: that is Order channels. Open Catalog to connect a tool.

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Automations

Automations: Run actions automatically when something happens in Zippendo. For example, apply a shipping rule when a shipment is created. Automations are not the same as shipping rules.

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Carrier requests

Carrier requests opens Carrier requests: Request a new carrier. We’ll build the connection for you using AI. Use it when the carrier you need is not on All carriers.

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Settings

Manage in the organization menu opens Settings. On Organization you set your organization’s name, and optional numbers that go on customs documents and invoices: VOEC, EORI, SPRN, IOSS, FDA and DUNS. Team, brands, API tokens and webhooks: Settings, team, and brands. Ask Zippy, just below Dashboard in the sidebar, opens Zippy, the AI assistant. Support at the bottom of the sidebar opens these docs.

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You’re ready

Field by field: Sender addresses · Ask Zippy · Switch organization and brand