Whistl Onboarding Requirements and Configuration Guides [Information]

Modified on Tue, 16 Jun at 6:57 AM


Onboarding and Configuration	Baseline Account	(Billing) Account	Order-Level Fields
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This article is the central hub for adding Whistl with techSHIP. It summarizes onboarding requirements, links the related configuration guides, and lists confirmed carrier-specific constraints.

To review all supported carriers and their specific requirements, see: techSHIP supported Carriers - Master List [Guides List].

TABLE OF CONTENTS

Onboarding Requirements
- Information to be Provided
- Settings to be Verified
Setup Articles
Carrier Specifications and Constraints
- Labels
- Operational Constraints
Next Steps

Onboarding Requirements

Before configuring Whistl in techSHIP, gather the required credentials and verify the required account settings.

Information to be Provided

The following credentials and data points are mandatory to establish the connection. Ensure you have these items available before starting the setup:

DATA ELEMENT	SOURCE (HOW TO OBTAIN)
API Username	Provided by Whistl or the customer’s Whistl account representative.
API Password	Provided by Whistl or the customer’s Whistl account representative.
Account Number	Provided by Whistl for the customer account.
Sender Address	Confirmed by the customer and used as the sender address for the carrier connection.

Settings to be Verified

The following account configurations must be validated to prevent errors during the connection setup or the shipping process:

FEATURE/SETTING	VALIDATION ACTION
Environment	Confirm whether the account is configured for Test or Prod.
Label Format	Confirm the label format required for the operation: ZPL, PDF, or PNG.
Service Code	Confirm the Whistl service selection to use in the Client (Billing) Account.

Setup Articles

Use the setup articles below to complete the set up in order. Start with onboarding requirements, then configure the Baseline Account, Client (Billing) Account, and Order-Level Fields. Select an article number to open the corresponding guide:


COMPONENT	ONBOARDING REQUIREMENTS	BASELINE ACCOUNT	(BILLING) ACCOUNT	ORDER-LEVEL FIELDS
Mandatory
Scope	Requirements	Carrier	Client	Transaction
Description	Identifies the required onboarding information and organizes the related setup guides for this carrier.	Establishes the carrier connection. Must be created first.	Connects a specific client to the Baseline. At least one is required to ship.	Defines order-level fields and settings used when processing shipments for this carrier.

Carrier Specifications and Constraints

This section outlines confirmed operational behaviors, document support, label support, and limitations specific to this carrier.

Labels

The following table summarizes confirmed document and label support:

ITEM	SUPPORTED
Label	Supported
References	Supported
BOL	Not supported

The table below specifies the hard limits for Label References enforced by the carrier. Data exceeding these limits may be truncated on the physical label or cause manifest errors:

CONSTRAINT TYPE	LIMIT/REQUIREMENT	NOTES
Label References	2 references	Reference 1 and Reference 2 are supported.

For a comprehensive guide on how to use label references, see: Using order References in your labels [Step-by-Step guide].

Operational Constraints

This section lists confirmed operational rules and limitations for this carrier:

Whistl is configured as a Small Parcel carrier.
Service code selection is configured at the Client (Billing) Account level.
Select [Use Order] in the Client (Billing) Account when the service should be selected at order level.
The full Service code list is not documented because available services may depend on the configured account and operational setup.

Next Steps

After reviewing the onboarding requirements, continue with the Reference Data: Whistl Baseline Account Fields [Guide] article to configure the carrier connection in techSHIP.

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Onboarding and Configuration	Baseline Account	(Billing) Account	Order-Level Fields