Integration with Unifaun Web-TA

Automatic export of orders to manage and book transports in Unifaun Web-TA.

OBS! Unifaun has been replaced by nShift.

Integration with Unifaun Web-TA

Unifaun Web-TA is a simple and efficient Transport Administration (TA) system. The system is designed to suit most businesses - from the smallest who ship an occasional parcel to those who ship more than a thousand parcels a day.

Note that all items must have a weight in order for orders to be exported to Unifaun. You can either enter the weight manually on each item or via import. If you need help, please contact our support.

What are the benefits of Unifaun Web-TA?

The integration with Unifaun Web-TA simplifies and streamlines the entire booking process. Instead of making bookings in Unifaun Web-TA, you can create the basis directly in Textalk Webshop and the relevant information is then automatically transferred to Unifaun Web-TA. In addition to a simpler booking procedure, this also minimises the risk of manual errors (the "human factor").

Features

  * postal advance
  * notification of last pick-up time
  * support for multiple parcels/packages per shipment
  * language: English/Swedish
  * automatic tracking information of parcels to customer
  * notifications via SMS, e-mail, post or fax (depending on carrier)

How do I join the service?

Click here to order the service. If you have any questions or need help with registration, the easiest way is to call Unifaun directly: 08 729 88 50.

Activation of the service

As soon as you are connected to the service, you will be sent login details and integration settings. You will need to enter these details in the Textalk Webshop-admin administration interface:

Go to "Settings -> External connections -> Unifaun Web-TA".

Tick the Active box and fill in the data provided by Unifaun Web-TA.

Templates

This field only needs to be filled in if a custom template has been created in Unifaun Web-TA.
If you have created a template, enter the same name as the template in Unifaun Web-TA.
It will then be available under "Delivery methods". Please note that the name must be the same as in Unifaun Web-TA. Each delivery method can be linked to its own template.

Activate the settings of the delivery method

Once activated, the integration should work fully automatically. You therefore need to link it to your delivery methods. You will probably have different settings depending on which delivery method the customer chooses. For example, if you offer an option where the customer can pick up the order in person, Unifaun Web-TA should not be used.

Go to "Settings -> Shipping and delivery" and click on the delivery method, then scroll down to "Event settings Unifaun Web-TA".

Export order - Select when the order should be exported to Unifaun. When the order is placed, when it is marked as paid or manually (export button on the order). If "inactive" is selected, Unifaun integration is not active for this delivery method.
The "Run" field should always be set to "Update directly".

Note that if you want to use "partial delivery" you have to select "Inactive" on "Export order". In this case, use the "Export shipment" setting instead. 

Options - In this field you select the carrier and transport template you want to use for the selected delivery method. In our example in the picture above we have selected "PostNord Parcel SE".

Export shipment - If you intend to use the "partial shipment" function, select "Shipment is sent" at "Activation". The "Run" field should be set to "Update immediately".

If you do not want to use partial delivery, select "Inactive" on both activation and execution as shown in the picture above.

Options - In this field you select which carrier and transport template you want to use for the selected delivery method. In our example in the picture above we have selected "PostNord Parcel SE". 

Create your own shipping templates

If you do not have a shipping template, you can create one in the shop. You do this under Settings -> External links -> Unifaun Web-TA -> Templates -> Add your own template

Enter the name of the sending template as it is called in Unifaun and it must be exactly the same name with lower and upper case letters. 

The template you have created will then appear in the "Sending template in Unifaun Web-TA" list inside the delivery method.

F.A.Q. - Frequently asked questions and answers
How do I set up the buyer to automatically receive the tracking number on the delivery confirmation?

A: Then you need to make the following settings:

1 - Activate the "delivery confirmation".
Under Settings -> Document and e-mail content -> Delivery confirmation -> tick "Send delivery confirmation by e-mail when order is marked as shipped".
2 - Set the export settings to Unifaun.
Under Settings -> External links -> Unifaun Web-TA: "Booking" must be "Direct"
3 - Set the delivery method
On the delivery method you can choose any option under "Export order".
You must choose a "Shipping service" that supports tracking numbers. Check this with Unifaun/Pacsoft if you are unsure who does this.
The setting at "Export Shipment" must be "Inactive" on both.
 
How does it work in practice?
When an order is placed, it is exported to Unifaun directly or manually depending on the setting you have chosen at "Export order" on the shipping method. If you have manual export, you must make sure to export the order to Unifaun only. You must not mark the order as "shipped" at this stage.
When the order is transferred to Unifaun, the shipment is booked and a tracking number is generated. This tracking number is then exported back to the shop and added to the order.
Once the tracking number has been assigned, the order can be marked as "shipped". The tracking number is then sent with the delivery information email.