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Royal Mail Click & Drop
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Overview

Despatch Cloud offers an integration with Royal Mail Click & Drop, which allows users to use Click & Drop instead of other Royal Mail integrations. In order to use this integration, users must have a Royal Mail Click & Drop account linked to their Royal Mail OBA account.

This document will provide a step-by-step guide on how to obtain the necessary API credentials from Royal Mail Click & Drop and add them to Despatch Cloud. Additionally, it will cover any other necessary steps such as registering for a Click & Drop account, finding the Account Number and Account Poster from the Royal Mail OBA account, and so on.

Royal Mail Click & Drop Account

To integrate Royal Mail Click & Drop through Despatch Cloud, you must have a Royal Mail Click & Drop account linked to your Royal Mail OBA account. To register for a Click & Drop account, follow these steps:

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

2. Click on "Register for Click & Drop".

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3. Fill in the required fields and click on "Next".

Note: Make sure to register with the email address that you have set up on your OBA account.

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4. You will be given two options for registering for a Click & Drop account. The first option is to register without an OBA account, and the second option is to register using an OBA account. To link your Royal Mail Click & Drop account to your Royal Mail OBA account, we recommend choosing the second option.

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5. In order to proceed, you will need to enter both your "Account Number" and "Poster Number" in the designated fields and then click on "Next". This information is required to continue with the registration process. We will provide instructions on how to obtain your "Account Number" and "Poster Number" later on in this document.

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6. If you would like Royal Mail Group to keep in touch with you about their products, services, and offers, you may tick each of the specified options and then click "Next".

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7. Your account will be registered, and you will be redirected to the login page by clicking on "Go to login". However, you must first activate your account.

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8. Check your inbox; you will receive an email, and then click on the "Activate account" link.

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9. Enter a password and click on "Set password".

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10. Your password has been set successfully, and you can now "Go to Click & Drop" by clicking on the button.

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11. Fill in the form and "Save".

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You will now be automatically redirected to your Click & Drop dashboard.

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*Please note that the system will cross-check the information you provided in the background, which may be rejected if something does not align with your OBA account. This process will take around 48 hours, and once it is confirmed, you will receive an email confirming the link.

*If you already have a Click & Drop account, you can check if your OBA account is linked to your Royal Mail Click & Drop account by navigating to My account > Your profile.

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There should be a section on the right-hand side showing "Your OBA account details".

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Your Royal Mail account manager can advise you if you have this already or obtain the information you require.

Customs Information

To ship packages internationally, you will need to fill in the section designated for this purpose.

  • The first section is labeled "Full name" in which you should enter the company owner's name.
  • The second row is labeled "Company EORI number". Businesses and individuals who wish to trade must use the EORI number as an identification number in all customs procedures when exchanging information with Customs administrations. It is mandatory to enter your company's EORI number to proceed.
  • On the third row, you will need to enter your company's "VAT number". This information is also mandatory for customs clearance.
  • As for the fourth and last row, you must select your company's country of origin from the dropdown menu.
  • The last section in this section is the "IOSS" number. IOSS stands for Import One Stop Shop, a new EU-wide system for VAT collection on imports of goods from third countries. For most of the countries, this number is mandatory for customs clearance.

Once you have entered all the required information, you can proceed with shipping your packages internationally.

Please note that failure to provide the correct information may result in delays or additional costs in customs clearance and may affect the timely delivery of your package.

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Account Number & Account Poster

To find your Royal Mail OBA Account Number and Account Poster, you will need to follow the steps outlined below:

1. Log into your Royal Mail OBA account by visiting the following URL: https://www.royalmail.com/discounts-payment/credit-account/online-business-account.

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2. Once you are logged in, click on the "Access Online Business Account" button.

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3. In the "Orders" tab, click on the "Your accounts" option.

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4. Within the "Your accounts" section, you will be able to locate the Account Poster in the "Posting Locations" columns. The Account Poster is a ten-digit number that starts with a 9.

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5. Next, click on the "Invoices" tab. Under the "Customer Account" section, you will be able to find the Account Number. The Account Number is a ten-digit number that starts with a zero.

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Please make note of both your Account Number and Account Poster, as you will need them to register for a Royal Mail Click & Drop account that is linked to your Royal Mail OBA account.

API Key

The following steps will guide you through the process of obtaining the API Key for your Royal Mail Click & Drop account:

1. Log in to your Click & Drop dashboard by visiting the following URL: https://auth.parcel.royalmail.com/account/login.

2. Once you are logged in, click on the "Settings" button located in the top right corner of the page.

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3. Within the "Settings" menu, select the "Integrations" section.

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4. On the "Integrations" page, click on the "Add a new integration" button.

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5. From the list of available integrations, select "Click & Drop API" as shown in the picture provided.

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6. The fields may be filled out automatically, or you may enter a new "Default trading name" and "Integration name" or change them and then click "Save".

Please note that For Despatch Cloud WMS, you'll need to specify the "Default trading name" as your Company Name within Addresses.

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7. After saving, the "Click & Drop API" will be shown in the list. Click on it from the list.

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8. On the next page, you will be able to see the "Click & Drop API authorization key" that has been created. You can now copy this key.

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Now that you have obtained the API key and Trading Name, you can use them to fill in the required fields when setting up Despatch Cloud with Royal Mail Click & Drop.

Please note that You should keep your API key secure, as it grants access to your Click & Drop account. If you suspect that someone else has access to your API key, you should revoke it and create a new one.

Add Credentials

To integrate your Royal Mail Click & Drop account with Despatch Cloud, you will need to obtain the API Credentials from your Royal Mail Click & Drop account and then add them to your Despatch Cloud account. To find out what credentials are required and how to add them, please follow the steps outlined below:

1. Log in to your Despatch Cloud account.

2. Once you are logged in, click on the "Settings" button located in the bottom-left corner of the page.

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3. In the "Settings" menu, select "Courier Integrations".

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4. Within the "Courier Integrations" section, find "Royal Mail Click & Drop" from the list and click on it.

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5. On the next page, you will see the credentials that you need to enter in order to integrate your Royal Mail Click & Drop account with Despatch Cloud. (You should have obtained the API Key and the Trade Name earlier). After entering the required information, click on "Save Changes".

  • The "Auth Company" field will automatically fill out with the customer's name.
  • There is a field named "Test Account" which you should set accordingly to your testing mode. Make sure it is marked as "Yes" if you are in the testing mode, otherwise, set it as "No".

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6. Once you have entered all the required information, you will see a message confirming that the courier has been successfully installed.

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Please note that you should double check all the information you have entered and make sure that you have entered the correct API key and Trade Name. If you have any issues with installation, please contact the support team of Despatch Cloud.