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Business Phase (You are able to select more than one option)
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CRM Integration (You are able to select more than one option)
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Connecting with Machship

Machship connects with over 60 freight carriers in Australia, using your contract freight rates – a great time saver if you work with multiple carriers.

This page will help you to integrate your existing Machship account in ‘live’ mode with your CRM.

Set up your Machship integration in CRM

  • Head to Main Menu, then select Integrations from the Admin menu.

  • Then, click Activate beside the Machship menu item.

Accessing Machship settings from Connections

  • The default setting is Test, so you need to tick the Live box to provide the opportunity to enter your account details.
  • Enter your Machship username and password.
  • Price Displaying lets you select from Cost, Sell or Both and determines which prices show in in the options summary when you are quoting.
  • Mark-up freight by lets you set a system-wide preference that will apply to all your shipping calculations.

Machship settings in Connections

 

  • Click on Test to initiate the connection.
  • Click on Connect to finalise the integration.
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