Shipping Configuration

The following setup procedure is for the integration between PC Software and Acctivate Inventory Management Software.

 Before you begin you must Download and Install PC Software.  If you have not purchased the Acctivate Shipping Workstation Integration please contact your sales person.  The setup typically can be completed in less than one hour.

Configuring to Import data from Acctivate.

First, make certain that you have completed the ODBC setup (This must be completed before you begin the integration process.)

Next, you must be logged into your shipping workstation, launch the software.

Acctivate and software can be integrated for use with USPS (United States Postal Service).  A customer account is required and the PC Software must be installed on the Shipping Workstation computer.

Launch the PC Software:

  1. Select the Orders Tab.
  2. Click Manage Data Sources
  3. Click Add Source.
  4. Select ODBCand click Next
  5. In the New Profile Wizard window enter a Profile name and click Next
  6. Choose Select existing ODBC data source and click Next
  7. Select the Acctivate ODBC connection in the drop down menu. 

Enter your Username and Password, then click Next.

  • The default settings for SQL Server access are:
    • Login ID: sa
    • Password: Contact support if you need assistance with this
  • The password may have been changed during the installation or configuration of SQL Server. If these settings do not work, please contact your database or network administrator to gain access to this database.
  1. Locate the ODBC Data Base to be linked and Click Next.
  1. Click Test Connection to ensure that the ODBC connection is set up correctly. When you have a successful test, click Next.
  2. On the Import Field Mapping window, select Data Source OrdersAvailableToShip. On the Orders tab, map Order Id to OrderNumber and Order Date to OrderDate. Save and go to the next window.
  3. Next, on the Postback Field Mapping, select Database Table tbOrderPackagesText. Map Order Id to OrderNumber. Once mapped, click Save.
  4. Save the new Acctivate Profile.
  5. Edit the profile and check the box to use Custom Queries    
  6. Click the Browse button and unzip the following files into the folder.
  7. Using the Custom Queries location, copy and paste the files into the folder.

Posted in Add-On Modules, Shipping - Last modified on May 21, 2019
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