Claimlane

Learn how to set up a data integration that automatically pulls data from your provider into Claimlane.

Setting Up a Data Integration in Claimlane

Outcome-based actions with integrations extend outcome logic to connected systems like refunds and replacement orders.

Outcome-Based Actions - Integration

Learn how to configure Availability Rules in Claimlane to hide, block, or label products in self-service flows based on attributes such as SKU, EAN, tags, request type, or mapped fields.

Availability Rules

How to securely share API keys and credentials with Claimlane

Overview of B2B Credit Memo integration for automated financial sync with your ERP.

B2B Credit Memo Integration

When you receive payments in stripe, your tax report can be found individual from the sales dashboard (see video)

How to find your Tax report in stripe

Provide Claimlane with this information during onboarding if you wish to use the Crystalize integration

How to find API & Token Credentials in Crystalize

When you wish to use Stripe with Claimlane, you will need to provide the public and secret API key (see video) Send this to your Claimlane representative for assistance.

Find your Stripe API Key

Learn how to inspect webhook logs and debug integration calls directly from a consumer ticket.

How to Debug Integrations from a Consumer Ticket

Order integration - B2C

Find your data source B2B

Find your data source B2C

Learn how to upload your product data to Claimlane using Excel. This guide walks you through preparing your file, mapping labels, selecting upload modes, and troubleshooting common issues.

How can I upload product data manually (B2B, Retailer)

This guide will show you have to configure Claimlane Step-by-step, to enable the Claimlane BC app. The app works both for B2B and B2C use cases, which will be handled…

Configure your Claimlane account for Business Central integration

Learn how to create a Klaviyo Private API Key with the correct scopes to enable profile creation and data synchronization in Claimlane.

Klaviyo integration

Upload Product Data Manually (B2C)

Attaching files and videos to a B2C ticket through the API

Support team

Connect Claimlane with your tools and build custom integrations.

Integrations and API

Move Tickets to a Ticketing System

Reference Tickets in a Ticketing System

Discover how integrating Claimlane with your customer service ticketing system optimizes claim and return handling.

Why use Claimlane with your ticketing system?

With a ticket system integration to Zendesk, it is possible to automatically push tickets to Zendesk, or push them manually, one by one.

Connect Claimlane to Zendesk – integration guide

Create Gorgias API credentials and set up an automatic receipt rule. Claimlane then enables the ticket integration for you.

Connecting Gorgias to Claimlane

When a case requires input from an external party (e.g., service partner, carrier, installer, warehouse), teams often end up copying information across emails or creating separate handoff tickets.

Shared Tickets (External Partner Collaboration)

Ticketing

How to use Custom Actions in the Advise Return integration

How to give Claimlane integration secure access to products, orders, refunds, and to place orders via API.

WooCommerce API Credentials — Step‑by‑Step Guide

Ecommerce

How to Make a Shopify Variant Unselectable

Learn what Shopify custom actions are in Claimlane, the automation options available, and how they help streamline your claim handling by reducing manual tasks and keeping your set up centralised.

Shopify Custom Actions in Claimlane

Using Shopify Tags to hide product in Claimlane

You can refund your customers in Shopify, directly from Claimlane. In this guide we will show you how to setup a Refund Action.

How to setup Shopify Refunds with Custom Actions

Uninstall the Shopify app

An uninstalled app can be reinstalled again with new tokens (important), by following these steps:

Re-installing a Deactivated Shopify App with New Tokens

This guide walks you through connecting your Shopify store to Claimlane. The process has two parts: installing the Claimlane app in your Shopify admin, then sharing the resulting access token…

Connect with Shopify - custom app

Shopify

In this article, you’ll learn how to set up your Claimlane account to successfully integrate with Business Central.

Business Central × Claimlane – Setup Guide

Learn how Claimlane connects claims and returns with Microsoft Dynamics 365 Business Central to match invoices, automate warehouse documents, issue credits or replacements, and sync case statuses.

Business Central App

Integrate Microsoft DynamicsBusiness Central with Claimlane

Microsoft Dynamics Business Central

This article helps you troubleshoot on how to set up QR / labelless returns in Claimlane.

QR / labelless return labels from Shipping Platforms

Set up a MachShip API token, choose how carriers are selected, and add the details to your Claimlane shipping agreement.

Connecting MachShip to Claimlane

Create Sendcloud API keys, find your contract ID and shipping option code, and share them with Claimlane to book return labels.

Connecting Sendcloud to Claimlane

Learn how to resolve shipping error 422 when generating international labels by identifying and completing missing customs data, including product descriptions, HS codes, countries of origin, item values, and line…

Shipping Error 422 – Missing Customs Data

This guide explains how to generate the required ShipStation API credentials and how to configure them in Claimlane so outbound shipping labels can be booked for repair shipments.

ShipStation Integration Setup Guide

Labels too expensive, or the wrong carrier offered? Carriers often charge on volumetric weight (dimensions), and Claimlane picks agreements by weight limits. Both are set per shipping agreement.

Set weight limits and default dimensions on shipping agreements (avoid wrong or expensive labels)

If tickets can fail silently (e.g., shipping label booking errors, missing data, or automation/custom action failures), you can route those tickets into a dedicated Inbox Status so they’re easy to…

How do I flag tickets with errors for manual follow‑up?

If your warehouse cannot tell which ticket or order a returned package belongs to, you can control the reference printed on the return label so packages are always matched correctly.

Configure the return label reference (to match packages to the right ticket)

Learn how to locate the carrier ID and service level needed to form your Shipping Identifier and generate a production API key for setting up your Claimlane Shipping Agreement.

Setup EasyPost Integration

Integrate with Homerunner

This guide will provide you with assistance to solving the shipping error message: Unable to book shipment with shipping identifier XXX: The service "XXXXX" is not valid for this shipment.…

Shipping Error Message: Check destination, weight and dimensions

This guide helps you connect Shipmondo and Claimlane to create return labels

Shipmondo setup guide

Provide Claimlane with this information during onboarding if you wish to use the Cargoflux integration

How do I integrate Cargoflux

Lær hvordan du forbinder Webshipper med Claimlane.

Webshipper Guide (Dansk)

Learn how you integrate Webshipper and Claimlane

Integrate Webshipper

Shipping

Understand how the Claimlane AI Agent analyzes tickets, recommends next steps, and operates within your organization’s rules and guardrails.

About the Claimlane AI Agent

Create rules that guide how the Claimlane AI Agent analyzes requests, applies policies, and recommends appropriate actions.

Set up AI Agent rules

Configure the actions the Claimlane AI Agent may use and add guardrails for approvals, escalation, and safe automation.

Configure AI Agent actions and guardrails

Claimlane AI Agent

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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