Introduction to Automation Rules

Automation Rules are the final automation process ShipStation applies to orders, and are also the most versatile. Automation Rules can do everything that Product Automation and Service Mappings can do, but can also be more specific and perform additional actions.

Each Automation Rule consists of two parts:

  • Criteria: The field or order data that needs to be matched for the automation rule to apply. If you use multiple criteria, an order must meet ALL criteria for the automation rule to apply.

    Example criteria include Ship To State, order Weight, and Order Tags.

  • Action(s): The field or order data the automation rule will change.

    Example actions include setting the service and package type, adding a tag, setting the Ship From Location, or assigning a user to the order.

ShipStation applies Automation Rules to orders when they import or move to the Awaiting Shipment status for the first time.

Orders Changes Made After Import

Changes made to orders that are already in Awaiting Shipment will not trigger automation rules.

To access Automation Rules, go to Settings > Automation > Automation Rules. From this page you can create, edit, deactivate, or delete automation rules for your account.

Automation Rules run in sequential order from top to bottom, based on the placement on the Automation Rules page.

Automation Order of Operations

Automation Rules are the last automation process ShipStation applies. They can override Product Automation and Service Mapping. They can also override other automation rules that applied earlier in the sequence.