Importing an ERR List in PitneyShip Pro or PitneyShip Enterprise

You can import a CSV file of ERRs so that you can print the labels and coversheets for them all at once, or perform a mail merge using your own process.

The features and options you see may vary depending upon your role and subscription. If you have any questions regarding your permissions, please contact your administrator.

Before you begin:

There are 2 different versions of the Import ERR screen.

• If you see this banner on the Import ERR List screen, then you are using Method 1. If you click the Try Now button, then you will be switched to Method 2.
  
• If you do not see this banner, then you are already using Method 2.

Important: Before clicking Try Now to switch to Method 2, make sure that all ERR records you have imported have been printed. Any unprinted records will be permanently lost.

Method 1

1. Select Shipping & Mailing > Import ERR List.
2. Select Upload File.
3. Select either .csv template or .xlsx template to download a template to use for your ERR list.
   Note: Make sure that your pop-up blocker is disabled for PitneyShip Pro or PitneyShip Enterprise so that you can download this file.
4. Click Download your carrier and sub-carrier accounts and service level values for reference. This will download two reference files that are unique to your account. Examples of these files are shown below. Use the data from the highlighted sections of these files to complete your ERR import file.
   • carrierAndServiceMapping.csv: This file contains the unique Service and Packaging Type names.
     
   • carrierAndSubCarrierMapping.csv: This file contains the unique Sub Carrier ID for each of your carrier accounts.
     
5. Enter your ERR Import records into the err_shipment template. Use the highlighted columns in the examples of the carrierAndServiceMapping.csv and carrierAndSubCarrierMapping.csv files to locate the data for the required fields in the err_shipment file. Below is an example of the err_shipment file filled in with the Sub Carrier ID, Service, and Packaging type from the mapping files.
   1. Refer to the reference files to fill in these required fields:
      
      

      Fill in this column	With this value
      ERR list column header	Reference file	Column header
      Sub Carrier ID	carrierAndSubCarrierMapping	ID,Sub
      Service	carrierAndServiceMapping	Service
      Package Type	carrierAndServiceMapping	Packaging Type

   2. Use the following values for these required fields:
      

      ERR_Shipment column header	Value (options are shown in the header)
      Shipment ID	Can be a reference number or other unique identifier – will vary according to your preference
      Special Service	ERR, E-Certified
      ERR Output	Coversheet, Label
      Coversheet Size	10, 6X9, 6X9.5, 9.5X12

6. Save your completed spreadsheet as a CSV file.
7. Click Choose File, select your file, then click Open.
8. If you want to add the recipient data in the import file to your address book, select Add recipient contact data using my imported data.
9. Click Continue.
10. In the Map Imported Fields window, if you used your own template, you may need to map the headings from your file to the PitneyShip Enterprise field names.
    • You can use Overrides to override the data in your file with a single value for all of the imported records. For example, you can add Shipping Notes that will apply to all the records in your file. Or, instead of filling out all the fields in the err_shipment template, you can use Overrides to save time by applying the same carriers, package type, and service to all of the records in the import file.
11. Select Import ERR List.
12. When the import i s finished, click Done.
13. Shipments are grouped by Label and Coversheet. If any shipments in a group need correction, you will not be able to print. Click either the Coversheet or Labels tab to view the uploaded data. Hover your mouse over the Attention Required text to see the details, then click the text to open the shipping record and make the correction and click Save Changes.
    
14. To print a single transaction, click the Print icon for that transaction. To print some or all the transactions, check the boxes next to the date for each transaction you wish to print, or check the box next Transaction Date to select all transaction on the list.
15. Select Print Coversheet and Stamp or Print Shipping Label.
16. Select the printer options, then select Print.

Method 2

1. Select Shipping & Mailing > Import ERR List.
2. Select Upload File > Manual Import.
3. Under Download a template, select either .csv or .xlsx to download a template to use for your ERR list.
   Note: Make sure that your pop-up blocker is disabled for PitneyShip Pro or PitneyShip Enterprise so that you can download this file.
4. Select the Download link for Download carrier and sub-carrier account information. This will download two reference files that are unique to your account. Examples of these files are shown below. Use the data from the highlighted sections of these files to complete your ERR import file.
   • carrierAndServiceMapping.csv: This file contains the unique Service and Packaging Type names.
     
   • carrierAndSubCarrierMapping.csv: This file contains the unique Sub Carrier ID for each of your carrier accounts.
     
5. Enter your ERR Import records into the err_shipment template. Use the highlighted columns in the examples of the carrierAndServiceMapping.csv and carrierAndSubCarrierMapping.csv files to locate the data for the required fields in the err_shipment file. Below is an example of the err_shipment file filled in with the Sub Carrier ID, Service, and Packaging type from the mapping files.
   1. Refer to the reference files to fill in these required fields:
      
      

      Fill in this column	With this value
      ERR list column header	Reference file	Column header
      Sub Carrier ID	carrierAndSubCarrierMapping	ID,Sub
      Service	carrierAndServiceMapping	Service
      Package Type	carrierAndServiceMapping	Packaging Type

   2. Use the following values for these required fields:
      

      ERR_Shipment column header	Value (options are shown in the header)
      Shipment ID	Can be a reference number or other unique identifier – will vary according to your preference
      Special Service	ERR, E-Certified
      ERR Output	Coversheet, Label
      Coversheet Size	10, 6X9, 6X9.5, 9.5X12

6. Save your completed spreadsheet as a CSV or XLSX file.
7. Either click in the box where it says Click to select .csv (or .xlsx) or drag and drop them here, select your file, and click Open, or drag and drop your file into the box.
8. Click Upload.
9. In the Map your file column headers to our field names window, if you used your own template, you may need to map the headings from your file to the field names. (If you used our template, skip this step.)
   • You can use Overrides to override the data in your file with a single value for all of the imported records. For example, you can add Shipping Notes that will apply to all the records in your file. Or, instead of filling out all the fields in the err_shipment template, you can use Overrides to save time by applying the same carriers, package type, and service to all of the records in the import file.
   • If you want to save these mapping choices for future imports, select Remember mapping choices for future imports.
10. Select Confirm Mapping.
11. In the Address verification options window, select the option you wish to use and click Apply to All Addresses & Import.
12. Once the upload is complete, select Load Batch.
    
13. Shipments are grouped by import batch and by coversheets and labels . Select the arrow next to a batch to expand it.
    
14. If any of the records require more information, the missing information will be shown in red. Select the red text, complete the information, and select Save Changes. Repeat for each item that requires correction.
    
15. (Optional) If you need to update more than one record with the same information, check the boxes next to them, then click Edit. If you need to delete more than one record, check the boxes next to them, then click Delete.
16. Select Print Coversheets and Stamps or Print Labels.
17. When this message appears, select Download Labels. The coversheets will open in PDF format in a new tab.
    

Related topics

• Downloading ERR Mail Merge files