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Setup Guide

Topics in this section include:

Set Up Endicia Professional

Set Up Data Sources

Establish the Data Source Connection

Manually Start the Data Connections Wizard

Start the Data Connections Wizard for the Order Lookup Data Map

Start the Data Connections Wizard for the Batch Print Map

Set Up the Customs Forms Data Map

Connect to Microsoft SQL Server

Connect to Microsoft Access

Connect to Microsoft Excel

Connect to Microsoft Excel Through OLE-DB

Connect to Microsoft Excel Through Dynamic Excel Integration

Connect to Visual FoxPro

Connect to CSV Text Files

Create an ODBC Data Source Name (DSN)

Connect to an ODBC Data Source

Create a SELECT Statement

Connect Data Fields Using a Data Map

Connect the Data Fields Using the Order Lookup Data Map

Connect the Data Fields Using the Batch Print Data Map

Edit, Troubleshoot, and Verify the SQL Statements—Advanced

Manage Post-Back Data

About Data Post-Back

Set Up Data Post-Back

Apply Excel Formulas to Post-Back Process

Enter Static Field Values in Posting Back Data

Configure Automatic Data Post-Back

Disconnect Upon Post-Back Completion

Set Up Optional Features

About Rubber Stamp Fields

Set Up Mail Class Automation Codes

About Automated Box Selection

Create a Package Dimension—Box Size Name

Set Up Tracking Service Automation Codes

Set Up Returns Shipping Labels

Set Up Profiles

About Profiles

Create a Profile

Edit a Profile Name

Set Up Sales Order or Sales Receipt Profiles

Delete a Profile

Set Up Default Group Code

About Supported Weight Scales

Configure a Connected Postal Weight Scale

Set Up QuickBooks for Use with Endicia Professional

About Priority Mail Open and Distribute

Set Up Priority Mail Open and Distribute for Batch Printing

Specify Default PMOD Container for Order Lookup

Set Up Customs Forms

About Integrated Customs Forms

Enable or Disable Customs Forms and Options

About the Customs Forms Data Map

Enable Consolidator Mail Classes and Services

Display or Hide USPS or Consolidator Mail Classes

Set Up Endicia Global Service

About Endicia Global Service

Sign Up for and Configure Endicia Global Service

Enable Endicia Global Service Mail Class

Set Up Web Store Integration

Add a Web Store

Rename a Web Store

Reauthorize a Web Store

Remove a Web Store

Turn Off Optional Service Fees After Printing

Set Up Label Layouts

Prepare Label Layouts in DAZzle

Specify Default Label Layouts for Mail Classes

Set Up the Address Book

Create, Open, Rename, or Remove an Address Book

Import Addresses into the Address Book

Export Addresses from the Address Book

Add an Address into the Address Book

Edit an Address in the Address Book

Copy an Address from the Address Book

Customize the Address Book

Verify an Address in the Address Book

 


 

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