UPS Integration Guide

Integrate your UPS 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 from Helm.

Last updated 3 months ago

Who is UPS?

UPS is a global courier and logistics provider offering domestic and international shipping solutions. Integrating UPS with Helm enables automated order processing, label generation, and real-time tracking, streamlining your fulfilment workflow.

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 UPS 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., UPS).

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.

User ID

Enter your UPS user ID.

Password

Enter your UPS password.

Access Key

Enter the UPS access key.

Account Number

Enter your UPS account number.

Contract Company Name

Enter the contract company name.

Contract Name

Enter the contract name.

Contract Address 1

Enter the first line of the contract address.

Contract Address 2

Enter the second line of the contract address.

Contract Address 3

Enter the third line of the contract address (if applicable).

Contract City

Enter the contract city.

Contract County

Enter the contract county/state.

Contract Postcode

Enter the contract postcode.

Contract Country ISO

Enter the contract country ISO code.

Contract Phone

Enter the contact phone number.

Contract Email

Enter the contact email address.

Contract Tax ID

Enter the contract tax ID.

🔐 Ensure all credentials are obtained directly from UPS 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 UPS integration is now active in Helm. You can start creating shipments, generating labels, and tracking orders automatically.

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