UPS WORLDSHIP PF TO UPS PF7

Contents

    Worldship Integration

    There are 2 methods for getting data into Worldship:

    Method A. Export out of PF, using one of these techniques:

    • Utilities > Export menu: built in, no charge, most cumbersome, but good for a one-time update.
    • Ad Hoc Report Writer: Requires AHR Module, medium cumbersome
    • Custom Export Tool: We make to your specifications, 1 button click to Export Data. Easiest export technique, good for daily use.

    All 3 of the above solutions require you to export from PERFECT FIT and import into Worldship.

    Method B. ODBC Connection from Worldship to PFDATA.
    Requires the ODBC module and somewhat complex setup.
    Setup is usually done by UPS
    No export or import required; real time access to shipping addresses.
    Easiest for user.

    NOTE: Before you create an Import Map you must install the ODBC driver and create a Data Source.

    Create an Import Map

    1) On the Import/Export Data menu, click Create/Edit Map. The Create or Edit an Import or Export Map window appears.

    2) Under New Maps:

    • Select Export Data from WorldShip.
    • Select the type of data (such as Address, Commodity, or Shipment).
    • In the Name box, type the name you want to assign to the export map.
    • Click the Create button. The Select an ODBC Source window appears.

    3) Select the ODBC data source name (DSN). Make sure to select a DSN that points to an existing database, and the database is structured according to the size and type of data that will be put into it. For example, if you are exporting the City field from WorldShip to a table created in Access called User_Data, at least one field in your table must be able to hold up to 30 characters. If needed, enter your user ID and password for this ODBC source.

    Notes:

    • If you do not supply the required user name and password, the ODBC application asks for this information when WorldShip tries to connect to that database.
    • WorldShip does not encrypt your user ID or password when storing these items.

    4) Click the OK button. The Edit Export Map window appears.

    The left side of the window displays the WorldShip data fields. The right side displays the data fields in the ODBC data source you selected. You must associate the WorldShip fields with the corresponding fields in the ODBC data source. For example, if you export an address field, UPS WorldShip can export the Street, City, State, and ZIP Code fields in the correct ODBC format.

    5) Make the first new field association:

    • Select a field on the WorldShip Fields tabs (Shipment Information, Ship To, Ship From, or Package).
    • Select the ODBC field on the right of the window that you want to associate with the WorldShip field.
    • Click the Connect button. A link.jpg displays beside each field and a summary line in the What You Have Mapped So Far box shows the linked fields.

    6) Repeat step 5 for each field association. If you link several WorldShip fields to a single ODBC field, a linkmany.jpg appears beside the ODBC field.

    7) Make any necessary adjustments to the export map.

    Notes:

    • To remove a field association, select both sides of the link in the WorldShip Fields and ODBC Tables boxes and click the Disconnect button. Any link.jpg or linkmany.jpg symbols are removed from those fields.
    • To quickly display both sides of a field association, scroll through the What You Have Mapped So Far box and select the association you want. The WorldShip Fields and ODBC Tables boxes display both sides of that field association.
    • To sort the entries in the tables by column, click any column title at the top, and the entries are sorted by that column. A small arrow shows how the column is currently sorted. An up arrow indicates ascending alphabetic or numeric order; a down arrow indicates descending alphabetic or numeric order.

    8) When you are finished, click the OK button. WorldShip saves your export map.


    Inserted 6/23/2015 – SV

    Updated on October 23, 2026