Sendcloud integration

Sendcloud is a shipping service aggregator that facilitates the integration of European shipping carriers with Odoo. Once integrated, users can select shipping carriers on inventory operations in their Odoo database.

Setup in Sendcloud

Create an account and activate carriers

To get started, go to Sendcloud’s platform to configure the account and generate the connector credentials. Log in with the Sendcloud account, or create a new one if needed.

Note

For new account creation, Sendcloud will ask for a VAT number or EORI number. After completing the account setup, activate (or deactivate) the shipping carriers that will be used in the Odoo database.

Important

Odoo integration of Sendcloud works on free Sendcloud plans only if a bank account is linked, since Sendcloud won’t ship for free. To use shipping rules, or individual custom carrier contacts, a paid plan of Sendcloud is required.

Warehouse configuration

Once logged into the Sendcloud account, navigate to Settings ‣ Shipping ‣ Addresses, and fill in the field for Warehouse address.

Adding addresses in the Sendcloud settings.

To allow Sendcloud to process returns as well, a Return Address is required. Under the Miscellaneous section, there is a field called Address Name (optional). The Odoo warehouse name should be entered here, and the characters should be exactly the same.

Example

SendClould configuration
Miscellaneous
Address Name (optional): Warehouse #1
Brand: Default
Odoo warehouse configuration
Warehouse: Warehouse #1
Short Name: WH
Company: My company (San Francisco)
Address: My Company (San Francisco)

Notice how the inputs for the Warehouse field, for both the Odoo configuration and the Sendcloud configuration, are the exact same.

Generate Sendcloud credentials

In the Sendcloud account, navigate to Settings ‣ Integrations in the menu on the right. Next, search for Odoo Native. Then, click on Connect.

After clicking on Connect, the page redirects to the Sendcloud API settings page, where the Public and Secret Keys are produced. The next step is to name the Integration. The naming convention is as follows: Odoo CompanyName, with the user’s company name replacing CompanyName (e.g. Odoo StealthyWood).

Then, check the box next to Service Points and select the shipping services for this integration. After saving, the Public and Secret Keys are generated.

Configuring the Sendcloud integration and receiving the credentials.

Setup in Odoo

To ensure seamless Sendcloud integration with Odoo, install and link the Sendcloud shipping connector to the Sendcloud account. Then, configure Odoo fields, so Sendcloud can accurately pull shipping data to generate labels.

Install Sendcloud shipping module

After the Sendcloud account is set up and configured, it’s time to configure the Odoo database. To get started, go to Odoo’s Apps module, search for the Sendcloud Shipping integration, and install it.

Sendcloud Shipping module in the Odoo Apps module.

Sendcloud shipping connector configuration

Once installed, activate the Sendcloud Shipping module in Inventory ‣ Configuration ‣ Settings. The Sendcloud Connector setting is found under the Shipping Connectors section.

After activating the Sendcloud Connector, click on the Sendcloud Shipping Methods link below the listed connector. Once on the Shipping Methods page, click Create.

Tip

Shipping Methods can also be accessed by going to Inventory ‣ Configuration ‣ Delivery ‣ Shipping Methods.

Fill out the following fields in the New Shipping Method form:

  • Shipping Method: type Sendcloud DPD.

  • Provider: select Sendcloud from the drop-down menu.

  • Delivery Product: set the product that was configured for this shipping method or create a new product.

  • In the SendCloud Configuration tab, enter the Sendcloud Public Key.

  • In the SendCloud Configuration tab, enter the Sendcloud Secret Key.

  • Manually Save the form by clicking the cloud icon next to the Shipping Methods / New breadcrumbs.

After configuring and saving the form, follow these steps to load the shipping products:

  • In the SendCloud Configuration tab of the New Shipping Method form, click on the Load your SendCloud shipping products link.

  • Select the shipping products the company would like to use for deliveries and returns.

  • Click Select.

Example

Sample Sendcloud shipping products configured in Odoo:

DELIVERY
Shipping Product: DPD Home 0-31.5kg
Carrier: DPD
Minimum Weight: 0.00
Maximum Weight: 31.50

Countries: Austria Belgium Bosnia Herzegovina Bulgaria Croatia Czech Republic Denmark Estonia Finland France Germany Greece Hungary Iceland Ireland Italy Latvia Liechtenstein Lithuania Luxembourg Monaco Netherlands Norway Poland Portugal Romania Serbia Slovakia Slovenia Spain Sweden Switzerland

RETURN
Return Shipping Product: DPD Return 0-20kg
Return Carrier: DPD
Return Minimum Weight: 0.00
Return Maximum Weight: 20.00
Return Countries: Belgium Netherlands
Example of shipping products configured in Odoo.

Tip

Sendcloud does not provide test keys when a company tests the sending of a package in Odoo. This means if a package is created, the configured Sendcloud account will be charged, unless the associated package is cancelled within 24 hours of creation.

Odoo has a built-in layer of protection against unwanted charges when using test environments. Within a test environment, if a shipping method is used to create labels, then those labels are immediately cancelled after the creation — this occurs automatically. The test and production environment settings can be toggled back and forth from their respective smart buttons.

Shipping information

To use Sendcloud to generate shipping labels, the following information must be filled out accurately and completely in Odoo:

  1. Customer information: when creating a quotation, ensure the selected Customer has a valid phone number, email address, and shipping address.

    To verify, select the Customer field to open their contact page. Here, add their shipping address in the Contact field, along with their Mobile number and Email address.

  2. Product weight: ensure all products in an order have a specified Weight in the Inventory tab of their product form. Refer to the Product weight section of this article for detailed instructions.

  3. Warehouse address: ensure the warehouse name and address in Odoo match the previously defined warehouse in the Sendcloud setup. For details on warehouse configuration in Odoo, refer to the warehouse configuration section of the third-party shipping documentation.

Generate labels with Sendcloud

When creating a quotation in Odoo, add shipping and a Sendcloud shipping product. Then, Validate the delivery. Shipping label documents are automatically generated in the chatter, which include the following:

  1. Shipping label(s) depending on the number of packages.

  2. Return label(s) if the Sendcloud connector is configured for returns.

  3. Customs document(s) should the destination country require them.

Additionally, the tracking number is now available.

Important

When return labels are created, Sendcloud automatically charges the configured Sendcloud account.

Shipping rules

Optionally, create shipping rules to automatically generate shipping labels tailored to different product needs. For example, a shipping rule can be created for customers shipping expensive jewelry items to purchase insurance.

Note

Shipping rules do not affect shipping rate calculations, and are only used to improve the process of generating shipping labels.

To use shipping rules, navigate to Inventory app ‣ Configuration ‣ Delivery: Shipping Methods, and select the intended Sendcloud shipping method.

Under the Sendcloud Configuration tab, in the OPTIONS section, choose the kind of shipments the shipping rules apply to, via the Use Sendcloud shipping rules field.

From here, choose either: Shipping to customers, Returns from customers, or Both.

Use Shipping Rules field.

Then, in the Sendcloud website, navigate to Settings ‣ Shipping rules. Create a new shipping rule by clicking Create New.

In the Actions section, set a Condition to determine when the rule applies. Then, configure what to do when packages meet the condition.

FAQ

Shipment is too heavy

If the shipment is too heavy for the Sendcloud service that is configured, then the weight is split to simulate multiple packages. Products will need to be put in different Packages to Validate the transfer and generate labels.

Rules can also be set up in Sendcloud to use other shipping methods when the weight is too heavy. However, note that these rules will not apply to the shipping price calculation on the calculation on the sales order.

Personal carrier contract

Use custom prices from a direct carrier contract, via CSV upload, by first logging into Sendcloud, navigating to Settings ‣ Carriers ‣ My contracts, and then selecting the intended contract.

Navigate to the contracts section in Sendcloud.

Under the Contract prices section, click Download CSV and fill out the contract prices in the price column of the CSV file template.

Warning

Ensure the CSV file includes the correct prices to avoid any inaccuracies.

Show sample contract CSV from Sendcloud, highlighting the price column.

Upload the completed CSV file to Sendcloud, then click Save these prices.

Measuring volumetric weight

Many carriers have several measures for weight. There is the actual weight of the products in the parcel, and there is the volumetric weight (Volumetric weight is the volume that a package occupies when in transit. In other words it is the physical size of a package).

Tip

Check to see if selected carrier(s) already have defined formulas to compute the volumetric weight.

Unable to calculate shipping rate

First, verify that the product being shipped has a weight that is supported by the selected shipping method. If this is set, then verify that the destination country (from the customer address) is supported by the carrier. The country of origin (warehouse address) should also be supported by the carrier.