Connect the Data Fields Using the Order Lookup Data Map

After you have established the data source connection and created the initial SELECT statement, Endicia Professional displays the Order Lookup Data Map window if your data source connection retrieves order information on the Order Lookup tab.

On the Order Lookup Data Map window, you connect (map) your database fields to the Endicia Professional fields.

• Note: If your data source connection has been set up to retrieve order information for batch printing through the Batch Print tab, then see Connect the Data Fields Using the Batch Print Data Map.

At a minimum, Endicia Professional needs to assemble a shipping label address. The Order Number and Address fields are the only required fields. More address fields than necessary are provided to accommodate different database table structures. An address may have a maximum of six lines. Endicia Professional assembles the address in the following way:

[Name] [Last Name]

[Company]

[Address 1]

[Address 2]

[Address 3]

[Address 4]

[City]

[State]

[Zip Code]

[Country] Important! Use the two-character country codes or the full name of the country. For more information about official country names and two-character codes, go to: https://www.iso.org/obp/ui/#search

Prerequisites

• You have established your data source connection, and the Order Lookup Data Map window displays your data source name.
• You have created a SELECT statement for the Order Lookup Data Map.
• If you are using OLE-DB with a database on a network drive, you must map the network drive such that it has a drive letter designation. For assistance on how to map network drives, see the Microsoft Windows Help. Search for map network drive.

Steps

1. Depending on your situation:
   • If you have just created the SELECT statement through the Create a SELECT Statement wizard, go to Step 6.
   • If you have already created the SELECT statement and you are changing the connected fields, go to Step 2.
2. Select Edit > Preferences.
3. Select the Data Source and Post-Back tab.
4. Click the Configure button.
5. In the Data Source list, select the data source connection.

6. The Order Number field should already be mapped from the initial connection setup wizard, but if the Order Number field is not mapped, you must set this up. To change the field that corresponds to Order Number to a different field, you must do either of the following:

   • Use the Advanced Editor to modify the SQL WHERE statement.

   • Click the Guide Me button to rebuild the Select Statement and choose a new Order Number field. Selecting a new field to map to Order Number does not work for this.

7. For the remaining fields, as needed, continue mapping your data source fields to the Endicia Professional fields on the Package Details, Recipient Address, Return Address, and Rubber Stamps tabs.



• Important! Note the following:
  • Return Address Mapping: When mapping to the return address, you must map at least a Name, Address 1, City, State, and ZIP Code. Doing this overrides the existing return address (but not the Post Office ZIP Code that is used to calculate postage) that was set up in the Account Setup window. The override of the Account Setup information is all or nothing, so all required fields need to be mapped or the Account Setup information will be used instead. 
  • Rubber Stamp Mapping: Rubber Stamps 1-3 print in the white space on the right-hand side of domestic shipments, but not for international or APO/FPO/DPO or US territory shipments. The 4×8 Doctab label includes the Reference ID (Order Number) on the label, so if this is needed, you can still select this option if you have a 4×6 printer, but the Doctab will not print. (You may have to adjust your printer settings.)
  • Package Size: You can create your own package sizes, if required, to map your database to Endicia Professional. For more information, see About Automated Box Selection and See "Create a Package Dimension—Box Size Name".
  • Dynamic Excel Integration: By default on the Package Details tab, the First Order Row is 2. The assumption is that row 1 contains the field names or column headings. Be sure to verify and indicate which row contains the first row of order data and set accordingly.
    • Important! Dynamic Excel Integration is BETA test only and might not work with various versions of Microsoft Windows and Microsoft Excel.
  • Endicia Global Service Mapping: If you are using the Endicia Global Service (EGS) feature, be sure to map both the Tax and Duties Payer and Recipient Tax ID fields on the Package Details tab with your data source.
  • Note: The Recipient Tax ID field might not be required for all destinations.
8. If you are using the Weight field and prefer to display the weight in pounds rather than ounces, select the Weight is in pounds check box.
9. When you have completed your field mapping, click OK.

After you have connected the data fields using the source data map, you can:

• Edit, troubleshoot, and verify the SQL statement that Endicia Professional uses to retrieve shipping order information (For advanced users only)
• Learn about how to use Rubber Stamp fields
• Set up mail class automation
• Set up automated box selection
• Set up tracking service automation
• Set up data post-back
• Configure automatic data post-back
• Set up the customs form data map

In addition to setting up the features in the preceding list, basic Endicia Professional setup includes setting up DAZzle label layouts.

Copyright © 2017 Endicia. All Rights Reserved.