If your carrier is not FedEx, UPS, or Endicia, you can still reconcile carrier invoices in ShipHero by uploading a custom CSV using the reconciliation template. Select "Other" from the carrier dropdown in the reconciliation module, then follow the steps below to format and upload your file.
For background on how carrier reconciliation works and the full upload procedure, see Carrier Reconciliation.
How to Upload a Carrier Invoice CSV for "Other" Carriers
- Download the CSV (comma separated values) file template. You can open it with any spreadsheet app.
- There are three groups of columns you can populate, only the first of which is mandatory.
-
Fields for charge reconciliation (required): This is the basic data from the carrier bill with which we'll reconcile differences between the estimated shipping cost at label printing time and the amount billed by your carrier for that tracking number.
- Date
- Tracking number
- Billed amount
-
Breakdown of billed amount (optional): This is the general breakdown of the amount billed by your carrier for each tracking number. Depending on your carrier, some of these details may not be present in your carrier bill, and that's OK. These fields are not required for the reconciliation; they'll be used to provide insight into your business.
- Taxes
- Freight charges
- Misc charges
- Discount
- Additional Fields (optional): You may extend the file with any number of additional columns. They will be stored alongside the reconciled data and displayed for reference purposes.
-
Fields for charge reconciliation (required): This is the basic data from the carrier bill with which we'll reconcile differences between the estimated shipping cost at label printing time and the amount billed by your carrier for that tracking number.
- Edit your data into the template and upload. Keep in mind that if you are on a Mac, you'll need to set the format to "Windows Comma Separated."
Important Note
Carrier reconciliation files cannot be deleted once uploaded. Always double-check your data before performing a bulk upload. If you need a record removed from the database entirely, contact ShipHero Support.