Set up ShipBob

Set up ShipBob

Overview

Find out how to set up a ShipBob integration, so you can dispatch orders from ShipBob and keep your inventory optimized from Cin7 Omni.

Setup takes three steps: installing, connecting, and configuring your ShipBob integration.

Before you begin, make sure you’ve enabled 3PL. And if you don’t have a ShipBob account, request a quote.

Install ShipBob

  1. Log in to Cin7 Omni as an administrator.

  2. From the navigation, select App Store.

  3. Select the 3PL taband then ShipBob.

  4. Select Request App Installation.

  5. Select Install.

Find ShipBob under Integrations in the navigation.

Connect to ShipBob

  1. Log in to Cin7 Omni as an administrator.

  2. From the navigation, select Integrations and then your ShipBob integration.

  3. Select Settings.

  4. Select the Connect tab.

  5. Select Connect.

  6. Follow ShipBob’s on-screen instructions. Then, you’ll be sent back to Cin7 Omni.

Why was I disconnected?

Every thirty days, ShipBob will disconnect your integration for security reasons. We’ll add a banner to your ShipBob dashboard reminding you to reconnect.

Configure ShipBob

You must tell ShipBob which branch to take orders from (you can choose an existing branch or create a new branch):

  1. Log in to Cin7 Omni as an administrator.

  2. From the navigation, select Integrations and then your ShipBob integration.

  3. Select Settings.

  4. Select the Settings tab.

  5. Next to Check Branches for Transactions, select the branch you want ShipBob taking orders from.

  6. Select Save Settings.

  7. Finally, to make live your integration, create a case with Cin7 Omni support:

    • Set What do you need help with? to Connections.

    • Set What topic does this relate to? to 3PL.

    • Set What specific area? to Activate a Connection.

    • Complete the rest of the form and select Submit.

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