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

Who is Urb-it?
Urb-it is an urban logistics provider specialising in same-day and last-mile delivery services. Integrating Urb-it with Helm allows merchants to automate order fulfilment, generate shipping labels, and track parcels in real time.

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 Urb-it 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., Urb-it). |
Auth Company | Enter your company name in Helm (e.g., company name). |
Test Account | Toggle No for live operation. Set to Yes for sandbox testing. |
API Key | Enter the API key provided by Urb-it. |
Auth Token | Enter the Auth Token provided by Urb-it. |
π Ensure all credentials are obtained directly from Urb-it 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:
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 fields to ensure accuracy.
Click Save Changes at the bottom of the form.
A confirmation message will appear once the integration is successfully completed.

Completion
Your Urb-it integration is now active in Helm. You can start 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.
