PTS Integration Guide

Integrate your PTS 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 PTS?

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

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 PTS 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., PTS).

Auth Company

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

Test Account

Toggle No to disable test mode and enable live shipments.

Username

Enter your PTS account username.

Password

Enter your PTS account password.

🔐 Ensure all credentials are obtained directly from PTS 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:

  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 entered credentials for accuracy.

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

  3. A confirmation message will appear once your PTS integration is successfully connected.

Completion

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

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