This tutorial shows how to set Allowed Shipping and Allowed Payment methods with a CSV file import or by using Bulk Actions.

Importing using a CSV file

File Format

Column Headers:

account_name - This is required so the system knows which company to import the data to.
account_shipping_method - Enter any allowed Shipping Methods, comma separated
account_payment_method - Enter any allowed Payment Methods to be used at checkout, comma separated
invoice_payment_method - Enter any allowed Payment Methods to be used to pay invoices, comma separated. Only online payment methods are allowed for Invoices, i.e. Credit Card or ACH.

account_name	account_shipping_method	account_payment_method	account_invoice_payment_method
Sweet Home Stores	flatrate_flatrate, flatrate2_flatrate2	purchaseorder, netterm, cashondelivery, send_bill	all
Yardbirds	all	all	all

Payment Method Codes

checkmo Check / Money Order
free No Payment Information Required
purchaseorder Purchase Order
banktransfer Bank Transfer Payment
cashondelivery Cash On Delivery
authorizenet Credit Card (Auth.net)
paypal_express PayPal Express Checkout
paypal_direct PayPal Credit Card (Payments Pro)
cryozonic_stripe Pay by Card (Stripe)
cryozonic_achpayments_ach ACH Bank Account Transfer

Shipping Method Codes

Free Shipping

freeshipping_freeshipping

Flat Rate Shipping

flatrate_flatrate
flatrate2_flatrate2
flatrate3_flatrate3
etc...

Table Rate

tablerate_bestway

Matrix Rate

matrixrate_matrixrate

USPS Codes:

usps_0_FCLE First-Class Mail Large Envelope
usps_0_FCL First-Class Mail Letter
usps_0_FCP First-Class Mail Parcel
`usps_0_FCPC First-Class Mail Postcards
usps_1 Priority Mail
usps_2 Priority Mail Express Hold For Pickup
usps_3 Priority Mail Express
usps_4 Retail Ground
usps_6 Media Mail Parcel
usps_7 Library Mail Parcel
usps_13 Priority Mail Express Flat Rate Envelope
usps_15 First-Class Mail Large Postcards
usps_16 Priority Mail Flat Rate Envelope
usps_17 Priority Mail Medium Flat Rate Box
usps_22 Priority Mail Large Flat Rate Box
usps_23 Priority Mail Express Sunday/Holiday Delivery
usps_25 Priority Mail Express Sunday/Holiday Delivery Flat Rate Envelope
usps_27 Priority Mail Express Flat Rate Envelope Hold For Pickup
usps_28 Priority Mail Small Flat Rate Box
usps_29 Priority Mail Padded Flat Rate Envelope
usps_30 Priority Mail Express Legal Flat Rate Envelope
usps_31 Priority Mail Express Legal Flat Rate Envelope Hold For Pickup
usps_32 Priority Mail Express Sunday/Holiday Delivery Legal Flat Rate Envelope
usps_33 Priority Mail Hold For Pickup
usps_34 Priority Mail Large Flat Rate Box Hold For Pickup
usps_35 Priority Mail Medium Flat Rate Box Hold For Pickup
usps_36 Priority Mail Small Flat Rate Box Hold For Pickup
usps_37 Priority Mail Flat Rate Envelope Hold For Pickup
usps_38 Priority Mail Gift Card Flat Rate Envelope
usps_39 Priority Mail Gift Card Flat Rate Envelope Hold For Pickup
usps_40 Priority Mail Window Flat Rate Envelope
usps_41 Priority Mail Window Flat Rate Envelope Hold For Pickup
usps_42 Priority Mail Small Flat Rate Envelope
usps_43 Priority Mail Small Flat Rate Envelope Hold For Pickup
usps_44 Priority Mail Legal Flat Rate Envelope
usps_45 Priority Mail Legal Flat Rate Envelope Hold For Pickup
usps_46 Priority Mail Padded Flat Rate Envelope Hold For Pickup
usps_47 Priority Mail Regional Rate Box A
usps_48 Priority Mail Regional Rate Box A Hold For Pickup
usps_49 Priority Mail Regional Rate Box B
usps_50 Priority Mail Regional Rate Box B Hold For Pickup
usps_53 First-Class Package Service Hold For Pickup
usps_57 Priority Mail Express Sunday/Holiday Delivery Flat Rate Boxes
usps_58 Priority Mail Regional Rate Box C
usps_59 Priority Mail Regional Rate Box C Hold For Pickup
usps_61 First-Class Package Service
usps_62 Priority Mail Express Padded Flat Rate Envelope
usps_63 Priority Mail Express Padded Flat Rate Envelope Hold For Pickup
usps_64 Priority Mail Express Sunday/Holiday Delivery Padded Flat Rate Envelope
usps_INT_1 Priority Mail Express International
usps_INT_2 Priority Mail International
usps_INT_4 Global Express Guaranteed (GXG)
usps_INT_5 Global Express Guaranteed Document
usps_INT_6 Global Express Guaranteed Non-Document Rectangular
usps_INT_7 Global Express Guaranteed Non-Document Non-Rectangular
usps_INT_8 Priority Mail International Flat Rate Envelope
usps_INT_9 Priority Mail International Medium Flat Rate Box
usps_INT_10 Priority Mail Express International Flat Rate Envelope
usps_INT_11 Priority Mail International Large Flat Rate Box
usps_INT_12 USPS GXG Envelopes
usps_INT_13 First-Class Mail International Letter
usps_INT_14 First-Class Mail International Large Envelope
usps_INT_15 First-Class Package International Service
usps_INT_16 Priority Mail International Small Flat Rate Box
usps_INT_17 Priority Mail Express International Legal Flat Rate Envelope
usps_INT_18 Priority Mail International Gift Card Flat Rate Envelope
usps_INT_19 Priority Mail International Window Flat Rate Envelope
usps_INT_20 Priority Mail International Small Flat Rate Envelope
usps_INT_21 First-Class Mail International Postcard
usps_INT_22 Priority Mail International Legal Flat Rate Envelope
usps_INT_23 Priority Mail International Padded Flat Rate Envelope
usps_INT_24 Priority Mail International DVD Flat Rate priced box
usps_INT_25 Priority Mail International Large Video Flat Rate priced box
usps_INT_27 Priority Mail Express International Padded Flat Rate Envelope

FedEx Codes

fedex_EUROPE_FIRST_INTERNATIONAL_PRIORITY
fedex_FEDEX_1_DAY_FREIGHT
fedex_FEDEX_2_DAY_FREIGHT
fedex_FEDEX_2_DAY
fedex_FEDEX_2_DAY_AM
fedex_FEDEX_3_DAY_FREIGHT
fedex_FEDEX_EXPRESS_SAVER
fedex_FEDEX_GROUND
fedex_FIRST_OVERNIGHT
fedex_GROUND_HOME_DELIVERY
fedex_INTERNATIONAL_ECONOMY
fedex_INTERNATIONAL_ECONOMY_FREIGHT
fedex_INTERNATIONAL_FIRST
fedex_INTERNATIONAL_GROUND
fedex_INTERNATIONAL_PRIORITY
fedex_INTERNATIONAL_PRIORITY_FREIGHT
fedex_PRIORITY_OVERNIGHT
fedex_SMART_POST
fedex_STANDARD_OVERNIGHT
fedex_FEDEX_FREIGHT
fedex_FEDEX_NATIONAL_FREIGHT

Importing

To import your Shipping and Payment Methods, go to Accounts > Account List and click on the Importer icon between the Advanced Search and Bulk Actions.

You may Drag and Drop or Browse and upload your CSV file.

📘
Note about Append vs. Replace
"Append Company Data" will not remove shipping and payment methods that are not included in the CSV file. To remove all but the shipping and payment methods in the file, use "Replace Company Data"

Updating using Bulk Actions

You may update your Accounts' allowed Shipping methods or Payment methods from the Accounts list using Bulk Actions.

Select Update Payment Methods, Update Invoice Payment Methods > Allow all Payment Methods for this Location= No if you want to select specific methods.

Update Invoice Payment Methods will only list online payment methods such as Credit Card, ACH or PayPal.

Update Shipping Methods > Allow all Shipping Methods for this Location= No if you want to select specific methods.