Integration with Royal Mail Click & Drop

Helm provides integration with Royal Mail Click & Drop, enabling users with a Royal Mail Click & Drop account linked to their Royal Mail OBA (Online Business Account) to use this method instead of alternative Royal Mail integrations

This documentation will guide you through acquiring the necessary API credentials from Royal Mail Click & Drop and incorporating them into Helm. It also outlines supplementary steps, such as registering a Click & Drop account and retrieving your Account Number and Poster Number from your Royal Mail OBA

Creating a Royal Mail Click & Drop Account

To integrate Royal Mail Click & Drop with Helm, you will need a Click & Drop account linked to your Royal Mail OBA. Follow the steps below to create one:

1. Go to https://parcel.royalmail.com/

2. Select Register for Click & Drop

3. Complete the required fields and click Next

Note: Use the email address associated with your OBA.

You’ll be presented with two registration options:

• Create a Click & Drop account independently

• Link to an existing OBA account

Since integration requires linking both accounts, choose the second option.

4. Enter your Account Number and Poster Number, then click Next
   (We’ll explain how to find these later)

5. Optionally subscribe to marketing communications, then click Next

6. Click Go to login and check your inbox for an activation email

7. Click the Activate account link, set your password, and click Set password

8. You can now access your account by clicking Go to Click & Drop

Upon first login, you’ll be asked to complete your address and additional business information. Once saved, you’ll be redirected to your dashboard

Royal Mail will then verify your OBA details, which typically takes around 48 hours. You’ll receive a confirmation email once your accounts are successfully linked

If you already have a Click & Drop account and want to check whether it is linked to your OBA:

• Go to My Account > My profile

• On the right-hand side, look for Your OBA account details

For assistance, please contact your Royal Mail account manager

Accessing Your Account Number and Poster Number

To retrieve your Royal Mail OBA Account Number and Poster Number:

1. Visit https://www.royalmail.com/discounts-payment/credit-account/online-business-account

2. Click Access Online Business Account

3. Under the Orders tab, select Your accounts

   • The Poster Number is in the Posting Locations column

4. Click the Invoices tab

   • Your Account Number appears under Customer Account

The Account Number begins with 0, while the Poster Number starts with 9. Both are 10-digit numbers

Obtaining the API Key

To obtain your Royal Mail Click & Drop API Key:

1. Log in to https://auth.parcel.royalmail.com/account/login

2. Navigate to Settings (top right)

3. Select Integrations

4. Click Add a new integration

5. Choose Click & Drop API

6. Fill in or edit the Default trading name and Integration name
   (Use your Company Name as the Default trading name)

7. Click Save

Your integration will now appear in the list. Click on it to access the details

Copy your Click & Drop API authorisation key — this, along with your trading name, is needed when configuring Helm

Customising Royal Mail Click & Drop Label Formats

To personalise your label formats:

1. Log into Click & Drop and go to the homepage

2. Click Settings (top right)

3. Select Label Format

4. Explore the label size and format options on the left

5. Preview how each option looks on the right

6. Once you’ve chosen your preferred layout, click Save

Installing Royal Mail on Helm

Royal Mail Click & Drop is a web-based shipping platform from Royal Mail, designed for fast and simple label generation, order management and dispatch

It is especially popular with online retailers who use platforms like eBay, Amazon and Shopify

Step 1: Get Your Royal Mail Click & Drop Credentials

Before installing Click & Drop in Helm, ensure you have the following credentials

You will need:

• API Key

🔎 Your Click & Drop access token can be generated from within your Click & Drop account settings

For help, contact your Royal Mail Click & Drop support representative

Step 2: Install Royal Mail Click & Drop in Helm

To begin:

1. Open the Settings menu in the bottom-left corner of Helm

2. Use the search bar to type Couriers

3. Select the Couriers tab from the results

Step 3: Select and Configure Royal Mail Click & Drop

1. Click Install Courier in the bottom-right corner

2. Search for and select Royal Mail Click & Drop from the list

3. Click Continue to begin configuration

4. Enter the following details:

💡 Tip: The Notes section (if shown) is for internal comments - only visible to you

Once done, click Save to activate the integration

All Set!

Royal Mail Click & Drop is now connected to Helm WMS

You can now automatically sync orders, print labels, and manage collections seamlessly

Need Help?

If you're unsure at any point or need extra support:

• How to Setup a Courier in Helm

• 📧 Contact Helm Support