Royal Mail Integration Guide

Integrate your Royal Mail account with Helm to automate shipping label generation, streamline despatch operations, and synchronise tracking updates directly with Royal Mail’s network.

Last updated 3 months ago

Who is Royal Mail?

Royal Mail is the UK’s national postal service and a leading parcel delivery provider, offering reliable domestic and international shipping solutions. By connecting Royal Mail to Helm, you can seamlessly manage consignments, automate label printing, and track shipments in real time - all from one central platform.

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 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., RoyalMail).

Auth Company

Enter your company name in Helm.

Test Account

Toggle No for live mode. Toggle Yes to enable sandbox testing.

User ID

Enter the User ID supplied by Royal Mail.

Password

Enter the password associated with your Royal Mail API account.

Account Code

Your Royal Mail account code for billing and shipment tracking.

Posting Location

Enter the posting location reference provided by Royal Mail.

Tracking Client ID

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

Tracking Client Secret

The client secret associated with the tracking API credentials.

🔐 Credentials must be requested directly from your Royal Mail account manager or integration support team. Ensure values are copied exactly as provided.

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 Royal Mail integration is now active in Helm. You can begin generating labels, dispatching parcels, and receiving tracking updates automatically.

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