Test Integration Guide

Integrate the Test account in Helm to safely experiment with courier connections, test order flows, and generate sample shipping labels. This environment is designed purely for testing purposes and does not transmit live shipments.

Last updated 3 months ago

What is the Test Integration?

The Test Integration in Helm allows users to simulate courier connections without affecting live operations. It’s an ideal environment for verifying setup steps, generating test labels, and ensuring credentials are mapped correctly before activating a live courier account.

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 Test 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., Test Integration).

Auth Company

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

Test Account

Toggle No for standard setup. You may leave this as No since this integration itself is a sandbox.

Username

Enter any sample username for testing.

Password

Enter a test password to simulate authentication.

🔐 This integration is non-functional for live orders. It is strictly for internal testing, setup validation, and label creation exercises.

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 Test integration is now active in Helm. You can safely create test shipments, generate mock labels, and explore the integration workflow without sending any real data to external couriers.

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