Data Mapping in Epicor Quick Ship: A Step-by-Step Guide

Epicor Quick Ship simplifies shipping operations by automating the flow of critical data between your ERP system and carriers. And at the heart of this process lies an essential step: data mapping. 

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What Is Data Mapping in Quick Ship? 

Data Mapping in Quick Ship ensures that Epicor fields, including custom UD fields, match the carrier’s required data structure.  

Errors can occur during rate shopping, label printing or shipment tracking without precise mapping. 

The Importance of Data Mapping: Why It Matters  

An effective Quick Ship data mapping process supports smooth operations, prevents costly shipping mistakes, and improves customer satisfaction.  

By linking the correct source and destination fields, users maintain consistent, accurate, and automated data flows across their shipping system. 

This step-by-step guide will walk you through how to map your Epicor UD fields into the Quick Ship system, explore advanced options with the REST API, and highlight best practices to ensure success. 

How to Set Up Data Mapping in Quick Ship 

Data mapping uses custom fields in Epicor to automatically populate information in Quick Ship during the freighting process. Setting up data mapping connects your Epicor ERP fields to the shipping data fields required by carriers. 

This ensures an effective data mapping process that reduces errors and improves Epicor Quick Ship’s shipping automation. 

Here are the six key steps to map your Epicor UD fields to Quick Ship. 

1. Create a UD Source Field in Epicor 

First, create a user-defined (UD) field in Epicor. This field will serve as your source data for shipping transactions. 

2. Add the UD Field to the Order Entry or Shipment Entry Screen  

Make sure your UD field is visible and accessible in the screens where shipping information is entered or managed. 

3. Identify Target Field in Quick Ship  

Locate the destination field in Quick Ship where the UD field’s data should flow. Understanding the source and destination relationship is crucial at this stage. 

4. Locate the Data in the Carrier XML File in Quick Ship 

Find the corresponding element in the carrier’s XML file inside Quick Ship. It’s essential to accurately identify data in the XML to ensure your mapping works correctly during live shipments. 

5. Confirm the Source and Target Data  

Verify that both the Epicor Source Field and Quick Ship target field align properly. Any mismatch can cause delays and shipment errors. 

6. Link the Fields in Data Mapping in Quick Ship 

Finally, create the actual mapping link in Quick Ship’s configuration settings. Test the connection to confirm that data flows automatically between systems. 

These steps ensure data is transmitted seamlessly from Epicor to Quick Ship, reducing manual input and supporting accurate shipping operations. 

Using Quick Ship REST API for Advanced Mapping 

When basic field mapping isn’t enough, the Quick Ship REST API allows for more flexible, custom integrations. It is especially useful when you need to handle complex data requirements that go beyond standard field pairings. 

With REST API mapping, you can link Epicor UD fields to specific elements in Quick Ship’s API structure. 

This approach acts as an advanced data mapping tool, giving you complete control over how information is transmitted between systems. 

How to Customize Shipping Data at Multiple Levels 

You can customize data at various points in the Quick Ship integration, depending on how detailed your shipping needs are. 

The REST API supports mapping at these three levels: 

  • Root: general shipment details 
  • Containers: data about pallet or box-level packaging 
  • Package Details: specific item-level shipping information 

This flexibility enables more precise shipping configurations, supports custom carrier requirements, and allows for advanced reporting. 

When done correctly, REST-based mapping enhances your ability to achieve effective data mapping across every layer of the shipping process. 

 

Need support to set up custom data mapping in the REST API?

Challenges to Watch For 

While data mapping in Quick Ship is flexible, the process requires a solid understanding of how and where data appears. One common challenge is locating the correct fields in the carrier XML files. 

To map fields correctly, users must first identify data within those XML structures. This step is often overlooked, but it’s essential to prevent mismatches between Epicor data sources fields and Quick Ship target fields. 

As discussed in the Epicor User Forum, many users face issues during rate shopping when the XML data isn’t aligned with their mapping setup. Without careful attention to underlying data, even well-configured mappings may fail during execution. 

Best Practices for Reliable Data Mapping 

Consistency and validation are essential to get the most from data mapping in Quick Ship. Here are the key practices to follow. 

  • Validate source and destination fields before deployment. Take the time to double-check UD field values in Epicor and the corresponding Quick Ship targets. 
  • Test mapping configurations in a staging environment. Simulate real shipments to confirm that mappings perform as expected. 
  • Document your mappings. Track which fields are linked and why. This is useful for audits and future updates. 
  • Use the REST API when standard tools fall short. It provides flexibility for advanced or multi-level mapping. 
  • Monitor your shipping system. Even with automated data flows, review results periodically to ensure that data remains accurate. 

Following these steps helps maintain data accuracy, support effective data mapping, and control shipping costs more reliably over time. 

Master Data Mapping for Reliable Shipping with TeccWeb 

Need expert support to streamline your Quick Ship setup or tackle more complex mapping scenarios? Teccweb’s Epicor specialists are here to help you maximize the performance of your shipping system. 

Contact Teccweb Today to Optimize your Quick Ship Data Mapping