How to Setup a Courier in Helm

Integrating your preferred courier with Helm allows you to automate shipping processes, print labels, and sync tracking information - all from one centralised system

Step-by-Step Guide

Follow the steps below to install and connect your courier account

  1. Navigate to Settings
    From your Helm dashboard, go to Settings > Couriers

  2. Install a Courier
    Click Install Courier to begin the setup process

  3. Select a Courier
    Use the dropdown list or start typing the courier name in the search bar to locate your provider

  4. Enter Courier Account Details
    Input the unique credentials or API keys provided by your courier (these vary depending on the provider – see notes below)

  5. Click Continue
    Review the entered information and click Continue to proceed

  6. Click Connect
    Helm will now attempt to establish a connection with the courier service using the provided details

  7. Finalise Setup
    Once the connection is successful, you'll be prompted to confirm courier settings, such as default service levels, label format, and pickup options

Notes & Tips

  • Ensure that the credentials provided by your courier are active, correct, and have the appropriate permissions

  • Some couriers require additional configuration, such as warehouse mappings or label format preferences - these will appear automatically during setup if required

  • If you encounter connection errors, double-check your credentials and consult the channel-specific guide or support documentation

  • You can manage installed couriers at any time from Settings > Couriers, where you can edit, disconnect, or reconfigure settings

For further help, contact Helm Support