Swap Integration Guide

Integrate your Swap 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 Swap?

Swap is a courier and logistics provider offering reliable parcel delivery services for businesses. Integrating Swap with Helm allows automated order imports, centralised fulfilment management, and real-time tracking of shipments, ensuring efficient and timely deliveries.

Step-by-Step Setup

Step 1: Access the Integration Page

  1. Log in to your Helm account.

  2. Navigate to Settings → Courier Integrations.

  3. Click + Add New Courier in the bottom-right corner.

  4. Search for Swap in the list of available couriers.

  5. 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., Swap).

Auth Company

Enter your company name in Helm (e.g., company name).

Test Account

Toggle No for live operation. Set to Yes if testing.

Account Number

Enter the account number provided by Swap.

Account Name

Enter the account name provided by Swap.

Token

Enter the token provided by Swap.

🔐 Ensure all credentials are obtained directly from Swap and entered exactly as provided to avoid connection issues.

Step 3: Enable Testing Mode (Optional)

If you want to test the integration before going live:

  1. Set Test Account to Yes to perform sandbox testing without sending live shipments.

  2. Once configuration is verified, switch Test Account back to No for live operation.

Step 4: Save and Finalise

  1. Review all fields to ensure accuracy.

  2. Click Save Changes at the bottom of the form.

  3. A confirmation message will appear once the integration is successfully completed.

Completion

Your Swap integration is now active in Helm. You can begin creating shipments, generating labels, and tracking deliveries automatically.

📦 You can return to Settings → Courier Integrations at any time to review, update, or modify this configuration.