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.

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.

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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.