Get Started with Forge

This guide outlines essential steps for setting up Forge, including prerequisites, implementation options, and account onboarding.

Before integrating Forge, complete the following steps:

1. Account Registration: Contact the EasyPost Sales Team to complete account registration.
2. Carrier Account Registration: Upon signing up with Forge, Wallet Carrier Accounts are available and can be enabled directly from the Dashboard. For additional carriers, the Bring Your Own Account (BYOA) option allows direct carrier integration.
3. Software Requirements: Download an EasyPost Client Library or utilize the REST API with cURL.
4. Documentation Review: Review the following EasyPost resources:
   1. EasyPost Objects to understand the API structure, which is critical for constructing requests and interpreting responses.
   2. EasyPost API offerings to determine the shipping features to integrate, including shipping label generation, parcel insurance, tracking, scheduled pick-ups, and address verification. Additional tools such as report generation and the Shipping UI Tutorial, are also available.

Forge supports two implementation options that determine how shipping activity and billing are handled. Each implementation type determines the sub-account structure and onboarding process.

• The platform manages carrier accounts, billing, and pricing strategy.
• Sub-accounts operate as Child Users, and all shipping charges flow through the platform’s billing infrastructure.
• Apply pricing adjustments using FlexRate and maintain full control over shipping costs.

Refer to the Centralized (Self-Managed Billing) Implementation Guide for onboarding instructions.

• Each sub-account manages its own Wallet, carrier connections, and billing.
• Sub-accounts operate as ReferralCustomer users, reducing financial risk for the platform while allowing customers to manage their own shipping activity.

Refer to the Decentralized (EasyPost-Managed Billing) Implementation Guide for onboarding instructions.

Forge supports three account management options for sub-accounts:

• Onboarding: Sub accounts complete a conversion-optimized, co-branded onboarding process within an EasyPost-hosted environment.
• Account Management: Sub accounts access a co-branded, EasyPost-hosted dashboard configured based on Forge platform settings.

Build a fully customized onboarding and account management experience using EasyPost’s APIs.

Manually create, onboard, and manage sub accounts directly through the Forge Dashboard.

After selecting an implementation type, follow the corresponding integration guide:

• Centralized (Self-Managed Billing) Guide
• Decentralized (EasyPost-Managed Billing) Guide

Please visit the Help Center for more information.