UPS Automation

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Client vault

Configurations

Manage UPS credentials, download rules, and billing regions for each client.

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Completed jobs

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Active jobs

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Create Configuration

Configuration Friendly Name

Client Name

Auto-Start Date

Storage Destination

Portal Username

Portal Password

Batch Size (1-10)

Duplicate Handling

Last Downloaded Invoice Date

Watermark for invoice downloads — rows on or before this date are treated as already fetched.

Local Download Path

Billing Countries

Only these UPS billing locales are processed (e.g. fr-CA is ignored). EBS/SCS require United States.

Canada (en-CA) United States (en-US)

Enable Download Types

Invoice Download Plan Download EBS Download SCS Download

Invoice Types

UPS Billing Center Filters → Type. All clicks Clear only. Specific types use the Type menu, then Search.

All Account invoices

Import Export Domestic Domestic/Export

Plan invoices

Import Plan Export Plan Domestic Plan

File Types

PDF CSV

Main Portal URL

Invoice URL

Plan URL

Success URL Contains

Engine

OTP Settings

OTP Selector

Retry Count

Manual Login Bootstrap (Stop for manual entry if automation fails)

Custom JSON Overrides (Merge into final config)

Raw configuration

Confirm action

Schedule Job

Configuration

Select Agent *

Job Priority

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