PPI Integration Guide
Integrate your PPI account with Helm to automate parcel dispatch, generate shipping labels, and synchronise tracking updates. Once connected, all shipments and fulfilment data can be managed directly within Helm.
Last updated 3 months ago

Who is PPI?
PPI is a logistics and courier service provider offering reliable parcel delivery solutions for businesses. Integrating PPI with Helm enables automated order imports, real-time inventory updates, and centralised fulfilment management, ensuring timely deliveries and accurate tracking.

Step-by-Step Setup
Step 1: Access the Integration Page
Log in to your Helm account.
Navigate to Settings β Courier Integrations.
Click + Add New Courier in the bottom-right corner.
Search for PPI in the list of available couriers.
Click Install to begin setup.

Step 2: Fill in the Required Credentials
Once installed, a setup form will appear. Complete the following fields:
Field | Description |
Name | Enter a custom name for this integration (e.g., PPI). |
Auth Company | Enter your company name in Helm (e.g., companyname). |
Test Account | Toggle No to disable test mode and enable live shipments. |
Account Number | Enter your PPI account number. |
Account Name | Enter the account name associated with your PPI account. |
Token | Enter the API token provided by PPI. |
π Ensure all credentials are obtained directly from PPI and entered exactly as provided to avoid connection or authentication issues.

Step 3: Enable Testing Mode (Optional)
If you want to test the integration before going live:
Set Test Account to Yes to perform sandbox testing without sending live shipments.
Once configuration is verified, switch Test Account back to No for live operation.

Step 4: Save and Finalise
Review all entered credentials for accuracy.
Click Save Changes at the bottom of the form.
A confirmation message will appear once your PPI integration is successfully connected.

Completion
Your PPI integration is now active in Helm. You can begin creating shipments, generating labels, and tracking parcels automatically.
π You can return to Settings β Courier Integrations at any time to review, update, or modify this configuration.
