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RoyalMail Click & Drop

Overview

Voila provides integration with RoyalMail Click & Drop, enabling users with a RoyalMail Click & Drop account linked to their RoyalMail OBA (Online Business Account) to leverage this integration instead of our alternative RoyalMail integrations.

This documentation will guide you through acquiring the necessary API credentials from RoyalMail Click & Drop and incorporating them into Voila. Additionally, we will outline any required supplementary steps, such as registering a Click & Drop account and retrieving essential information like your Account Number and Poster details from your RoyalMail OBA account.

Creating a Royal Mail Click & Drop Account

To integrate Royal Mail Click & Drop with Voila , it's essential to have a Royal Mail Click & Drop account linked to your RoyalMail OBA (Online Business Account). To begin the registration process for a Click & Drop account, please follow these steps:

  1. Navigate to the following URL: https://parcel.royalmail.com/
  2. Select the "Register for Click & Drop" option.
  3. Complete the mandatory fields and click "Next."
  4. Note: Ensure you register using the email address associated with your OBA.
  5. You will encounter two registration options. The first allows you to create a Click & Drop account independently, while the second option involves linking it to your existing OBA account. Since integration necessitates connecting your Royal Mail Click & Drop and RoyalMail OBA accounts, we recommend selecting the second option.
  6. Enter your "Account Number" and "Poster Number," then proceed by clicking "Next." We will guide you in retrieving these details later in this document.
  7. If you wish to receive updates from Royal Mail Group regarding their products, services, and offers, you may check the relevant options and click "Next."
  8. After successfully registering, you will be redirected to the login page by clicking "Go to login." However, before gaining access, you must activate your account.
  9. Check your inbox; you will receive an email like the one below. Click on the "Activate account" link within the email.
  10. Set a password and confirm it, then click "Set password."
  11. With your password successfully set, you can now access Click & Drop by clicking the "Go to Click & Drop" button.

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After clicking the button, you will be prompted to enter your address and provide additional details related to your account. Complete the required fields and then click "Save" to proceed.

Following this action, you will be automatically redirected to your Click & Drop dashboard.

Please be aware that the system will conduct a background verification process to ensure that the provided information aligns with your OBA account. If any discrepancies are detected, the linking process will be rejected. This validation procedure typically takes approximately 48 hours. Once it is confirmed, you will receive an email confirming the successful linking of your accounts.

If you already possess a Click & Drop account and wish to verify whether your OBA account is linked to your RoyalMail Click & Drop account, you can do so by navigating to "My Account" > "My profile."

On the right-hand side of the page, you should find a section labelled "Your OBA account details."

If you require assistance or further information regarding this linkage, please consult your Royal Mail account manager, who will be able to provide guidance or obtain the necessary details for you.

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Accessing the Account & Poster Number

This document section will guide you through locating your Royal Mail OBA (Online Business Account) Account Number and Account Poster. As mentioned, the Account Number and Poster are essential for registering a Royal Mail Click & Drop account connected to your RoyalMail OBA account. The Account Number consists of ten digits, beginning with a zero, while the Account Poster is also a ten-digit number but starts with a 9. To find these crucial details, please follow these steps:
  1. Access your Royal Mail OBA account by visiting the following URL:
  2. https://www.royalmail.com/discounts-payment/credit-account/online-business-account
  3. Click on the "Access Online Business Account" button.
  4. Within the "Orders" tab, navigate to "Your accounts."
  5. Locate the Account Poster in the "Posting Locations" column.
  6. Next, click on the "Invoices" tab.
  7. Under the "Customer Account" section, you will find the Account Number.
Following these steps, you can easily retrieve your Royal Mail OBA Account Number and Account Poster.

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Obtaining the API Key

Here are the steps to obtain the API Key for your RoyalMail Click & Drop account:

  1. Begin by logging into your Click & Drop dashboard using the following link: https://auth.parcel.royalmail.com/account/login
  2. Once logged in, navigate to the "Settings" option at the top right of the page.
  3. In the "Settings" menu, select the "Integrations" section.
  4. Look for the "Add a new integration" option and click on it.
  5. Choose the "Click & Drop API" option, as the provided image indicates.
  6. The fields may already be pre-filled, or you can enter a new "Default trading name" and "Integration name." Make any necessary changes and then click "Save."
  7. Note: Enter your Company Name as the "Default trading name" within Addresses for Despatch Cloud or Voila.
  8. After saving, your new integration will be displayed in the list. Click on it to access further details.
  9. The "Click & Drop API authorisation key" has been generated. You can now copy this key.

Now, you have both the API key and the Trading Name. These details will be required when configuring Voila with RoyalMail Click & Drop.

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Customising Royal Mail Click & Drop Label Formats

This guide outlines the steps for configuring and personalising your Royal Mail Click & Drop label formats directly within the Royal Mail website.

  1. Access Settings: Login to your Click & Drop account and navigate to the homepage. Locate the "Settings" button, typically highlighted in the top right corner, and click on it.
  2. Select "Label Format": Identify and click "Label Format" from the available options.
  3. Review Format Options: The left-hand side of the screen displays all available Click & Drop label format and size options. Explore these options to find the best fit for your needs.
  4. Preview Changes: Selecting different format options on the left will dynamically update the preview pane on the right. It allows you to visualise how your final label will appear before saving.
  5. Save Configuration: Once you've chosen the desired format and size, ensure you save your changes. The save button is positioned at the screen's top or bottom right corner.

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Installing Royal Mail on Voila.png

To integrate Royal Mail Click & Drop with Voila, you'll need to add the API Credentials obtained from your Royal Mail Click & Drop account into your Voila account. Follow these steps to add the credentials:

  1. Log in to your Voila account.
  2. Navigate to the "API Accounts" section in the left-hand side menu.
  3. Click on the plus icon adjacent to "View Registered Auths."
  4. From the "Select a courier" drop-down list, choose "Royal Mail Click & Drop."

Populate the required fields with your Royal Mail Click & Drop authentication details. You can refer to earlier instructions on obtaining the "api_key" and "trading_name."

  • Company: You can optionally input a company name for differentiation purposes. This field is helpful if you manage multiple accounts with the same courier.
  • Testing Flag: Ensure that the Testing field is appropriately set. If you are in testing mode, mark it as "Yes"; otherwise, leave it as "No".
  • Notes: This field is not mandatory. You can add notes if desired or leave them blank.
  • Once you have filled in the fields, click the "Save Changes" button.

Congratulations, the courier integration is now completed.

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