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

  1. Log in to your Helm account.

  2. Navigate to Settings β†’ Courier Integrations.

  3. Click + Add New Courier in the bottom-right corner.

  4. Search for Urb-it 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., 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.

πŸ” 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:

  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 Urb-it integration is now active in Helm. You can start creating shipments, generating labels, and tracking parcels automatically.

πŸ“¦ You can return to Settings β†’ Courier Integrations at any time to review, update, or modify this configuration.