Installation and onboarding

Install the app

1. Open the Shopify App Store

   Open the Transdirect Shipping listing in the Shopify App Store.

2. Install the app

   Click Install and confirm the permissions Shopify shows you. They let Transdirect return shipping rates at checkout, read your store locations, products, inventory, customers and orders, update product details, and mark orders as fulfilled.

3. Open the app in Shopify admin

   Go to Apps > Transdirect Shipping. First-time installs land on a short Welcome screen, then the Connect account step, where you link the shop by signing in to a Transdirect account or creating one. There is no API key to paste.

Connect your Transdirect account

On Connect account you choose one of:

Option	What happens
I already have a Transdirect account	Sign in with your Transdirect email and password. The shop is linked to that account.
I’m new to Transdirect	Enter your business name and choose your average weekly shipping spend, which sets your starting pricing tier. A free Transdirect account is created from your Shopify store details and linked to the shop, and its password is emailed to you.

Once the account is linked, the setup wizard starts. You can change every decision later from the app’s Dashboard.

Setup wizard (first run)

The wizard takes a few minutes and has eight steps, with the last one a review:

Step	What you set
1. Welcome	A short orientation, shown on first run only.
2. Connect account	Sign in, or create an account and choose your weekly spend.
3. Packing mode	How orders leave the warehouse: Ship in product packaging, Pack into my standard boxes, or A mix of both. Includes a sample packing preview. Either box option turns on order boxing.
4. Dimensions	The default length, width, height and weight used for any product that has no dimensions or weight of its own. Per-product values are set on the Products page.
5. Boxes	The box library used for order boxing, pre-filled with five common sizes (two satchels and three cartons) that you can edit or replace.
6. Couriers	Which domestic and international services to offer at checkout.
7. Pricing	What customers pay: Show live courier rates at checkout, Live rates + a small markup (a percentage or a flat handling fee), or One flat rate, no live quotes. Live rates need a Shopify plan that includes third-party calculated rates.
8. Order sync, then Review	Which paid orders flow into Transdirect (every paid order, or only Transdirect-rated ones) and whether to bring in unfulfilled orders from a start date. The review then summarises your choices while the app installs the Shopify carrier service. Click Take me to the dashboard to finish.

If the carrier service cannot be installed because your plan does not include third-party rates, you can still finish onboarding, but checkout will not show live Transdirect rates. The Dashboard then shows Third-Party Carrier Service Not Active with an Install Carrier Service button to try again. If the review shows an error instead, click Try again.

Product dimensions

Accurate weights and dimensions drive volumetric pricing.

In Shopify

• Set the weight on each product and variant under Products. Transdirect reads the weight from Shopify; you cannot override it in the app.

In the Transdirect app

1. Open Apps > Transdirect Shipping and click the Product Catalog card on the Dashboard.
2. Edit length, width and height (cm) per product or variant in the table. To edit many products at once, click Export CSV, fill in the file, then Import CSV.
3. For products that ship as more than one box, use Multi-Box Import: export the CSV, enter each box’s dimensions (for example 45x30x20) in Excel or Google Sheets, then upload it again.

Variants without dimensions use your default item size (Dashboard > Default item size).

Caution

A variant with no weight in Shopify is quoted at the default weight from the onboarding Dimensions step (or 5 kg if none was saved). A variant with no dimensions is quoted at your default item size (or 10 cm per side if none was saved). Either can make checkout rates wrong, so set real weights in Shopify and real dimensions or sensible defaults in the app.

After onboarding

You land on the Dashboard, which shows:

• Whether the carrier service is active, with an Install Carrier Service button if it is not
• A card for each settings area: click a card to open it
• Recent orders and Recent shipping activity, including rate errors
• View my bookings, which opens your bookings in the Transdirect members area

Packing mode has no card of its own. To switch between product packaging and your boxes later, use the Order boxing card.

Plan requirements

Live courier rates need a Shopify plan that includes third-party carrier-calculated shipping. Shopify sets which plans include it: see Shopify’s guide. If your plan does not include it, change your plan or add the feature in Shopify, then click Install Carrier Service on the Dashboard.

Upgrading the app

Shopify delivers app updates automatically. Your linked Transdirect account, settings and completed onboarding are kept.

Need help?

• Phone: 1300 668 229
• Members area: Contact Us in the top menu

Next steps

• Configure settings: quote options, defaults, warranty, show on cart
• Courier settings: line-up, display names, surcharges
• Order sync: which orders import to Transdirect
• Order boxing: box library and packing
• Rules: shipping rules and package-type rules (members area)