Setup overview
Open the XPO carrier profile in Shipwell.
Create a new account under the carrier’s Accounts tab.
Enter the required credentials and account configuration details.
Save the account and validate with a live rating test.
If dispatching will be used, confirm PRO assignment and bill-to behavior are configured correctly.
In Shipwell, navigate to the relevant Carrier Profile for XPO. If direct connectivity is supported, the profile will include an Accounts tab in the left navigation. Open that tab and click Add Account.
Account configuration
When creating the XPO account, complete the following fields.
Field | Required | How to use it |
Account Name | Yes | Enter a clear, meaningful name. This name appears in rate results beneath the carrier logo. |
Account Credentials | Yes | Enter the account user name and password |
Origins | No | Use when multiple XPO accounts apply to different pickup locations, or if the account has location specific rates. Leave blank if one account should work for all origins. |
Destinations | No | Use when multiple XPO accounts apply to different delivery locations, or if the account has location specific rates. Leave blank if one account should work for all destinations. |
Modes | Yes | Select the transportation mode supported by this account, typically LTL. |
Bill To Terms | Conditional | Choose Blank, Prepaid, Collect, or 3rd Party. If not blank, all bill-to contact fields become required. |
Is Rate Share Provider | No | Leave unchecked for a true XPO direct carrier account. |
Account Notes | No | Add internal guidance such as lane usage, billing constraints, or facility-specific instructions. |
Recommended XPO setup pattern
Create one account per billing or facility scenario if the customer uses multiple XPO account numbers.
Use Origins and Destinations to control which account is selected automatically.
Name accounts in a way that makes selection obvious, such as XPO Direct - Chicago or XPO Direct - West Coast Prepaid.
Enable Allow PRO # Assignment From Carrier when the customer depends on carrier-generated PRO numbers for tracking and operational handoff.
Best practice
If a customer has multiple site-specific XPO pricing accounts, create separate Shipwell accounts for each one and scope them with Origin and Destination rules instead of using a single generic setup.
Bill-to configuration guidance
Bill-to settings affect dispatch behavior and can also impact rating outcomes depending on how XPO validates the request.
If Bill To Terms is not blank, complete all related bill-to fields.
If the shipment already has bill-to data before dispatch, Shipwell keeps the shipment’s existing bill-to information.
If the shipment bill-to is blank and the carrier account contains bill-to data, Shipwell applies the account’s bill-to details during dispatch.
If both shipment and carrier account bill-to data are blank, Shipwell falls back to the company profile bill-to information at dispatch time.
Validation steps
Save the XPO account configuration.
Create or open a valid LTL shipment with complete origin, destination, class, weight, and pallet details.
Request rates and confirm that the XPO direct account returns a quote.
Verify the configured Account Name appears under the XPO result.
If dispatch is in scope, tender a test shipment and confirm whether a PRO is assigned as expected.
If tracking is in scope, monitor the shipment after tender to confirm status updates are flowing correctly.
Trouble Shooting Tips
When setting up your account, if you receive an error stating the account is a Bill To account and cannot be used as a shipper, set the Bill To Terms on the account in the carrier profile to 3rd Party.
