Royal Mail Click & Drop Integration Guide

Integrate your Royal Mail Click & Drop account with Helm to automate shipment creation, streamline despatch operations, and synchronise tracking updates with Royal Mail’s Click & Drop system in real time.

Last updated 4 months ago

Who is Royal Mail Click & Drop?

Royal Mail Click & Drop is the online parcel management platform offered by Royal Mail, designed for businesses of all sizes to quickly create labels, manage shipments, and access tracking data. Connecting Click & Drop with Helm allows you to automate fulfilment processes, eliminate manual data entry, and ensure smooth synchronisation between sales orders and shipments.

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 Royal Mail Click & Drop 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 clear label for the integration (e.g., RoyalMailClickAndDrop).

Auth Company

Enter your company name in Helm.

Test Account

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

API Key

Enter the API key provided by Royal Mail Click & Drop.

Trading Name

Specify your trading name as registered with Click & Drop.

Tracking Client ID

The client ID for accessing Royal Mail’s tracking API.

Tracking Client Secret

The client secret associated with your tracking credentials.

🔐 You must request API credentials directly from your Royal Mail Click & Drop business account or administrator. Ensure each field is entered exactly as provided to avoid connection errors.

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

Royal Mail Click & Drop is now fully integrated with Helm. You can begin creating shipments, generating labels, and tracking deliveries automatically - all directly from within Helm.

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