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Set Up Data Post-Back

The data post-back feature lets you get updated shipment data from both Order Lookup and Batch Print back into your data source. The data post-back feature is optional.

By entering static field values, such as text, in posting back data, Endicia Professional can write fixed data, such as SHIPPED, with each data post-back action that it performs. For more information, see Enter Static Field Values in Posting Back Data.

Steps

  1. Manually start the Data Connections Setup wizard for Post-Back Data:
    1. Select Edit > Preferences.
    2. Select the Data Source and Post-Back tab.
    3. In the Post Back Data areas, select your data source type: 
      • Database or CSV/Text File
      • QuickBooks
    4. Click the Configure button.

    5. Select Data Map > New.

      The Data Connections Setup wizard automatically starts.

    6. Click Next.
  2. Select a data source connection type, and complete the wizard:

    3. For guidance on connecting to specific types of databases, see:

    After completing the wizard, the Post Back Data Map window appears.

  3. On the Post Back Data Map window, if the Table field is available (under the Data Source field), select your database table. Otherwise, proceed to the following Step.
  4. On the Package Details tab, on the Order Number row, click the Select button, and then select the field from your data source that corresponds to (connects or maps to) the Order Number.
  5. For the remaining data post-back fields on the various tabs, continue mapping your fields to the Endicia Professional fields that you require for posting back.

    6. For example, you might want to map the Tracking Number, Postmark Date, and Transaction Date Time fields for writing back to your data source.

  6. Optional: If you are posting back using Dynamic Excel Integration, you can customize the post-back formulas (otherwise, skip to Step 7)... ...MOREClosed
    To customize post-back formulas:

    1. On the row that you want to customize the formula, click the Formula button.

      By default a variable appears in the field.

    2. Enter your formula customization:
      1. Enter Excel formulas on the field.
      2. Select from the variables list and click the Add to Formula button.
        Each variable begins with a dollar sign—$.
        • Tip! Each selected variable displays a specific help in the upper left area.
      3. To revert to the Endicia Professional default formula, click Restore Default Formula.

      4. When done, close the Excel Formula window: click OK.

        On the Post Back Data Map window, the Formula button is in bold font to indicate an edited formula.

  7. When you have completed mapping your fields, click OK.
  8. Specify your data post-back options: 
      1. On the Data Source and Post-Back tab, click the Options button.
      2. Review and select your options:
        • Edit Post-Back Fixed Data: Click the button and enter text to appear in the Description and Rubber Stamp fields when posting back.
        • Automatically post back data.
        • Post back data from test prints.
        • Post back records missing reference ID's.
        • Always insert new records.
        • Delete records after post-back.
        • Display Columns: Select which fields to display for post back.
    1. Click OK.

  9. Optional: Determine whether you need to close your database connection after completion of posting-back data.

    For more information, see Disconnect Upon Post-Back Completion.

After you have set up data post-back, you need to configure automatic data post-back.

 

 

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