Yodel Tracking Account Setup

This page will provide a step by step guide on how to set up a Tracking account.

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IMPORTANT

Carrier required details:

You will need to send a request to Yodel asking to have a tracking account set up. To do this, you will need to email Yodel at [email protected] with the subject line “Intersoft (your client name) STFP IOD tracking request”. In the body of the email you should state the following:

"(Your client name) would like IOD tracking enabled for the following Yodel contract number (7 digit number). Please respond to this email with the SFTP username and password and file naming convention for IOD tracking files."


System set-up:

Before you can set up a Tracking Account, you will need to ensure you have done the below steps first:

  1. Successfully enabled the label integration with Yodel.
  2. Enabled the tracking integration with Yodel.
  3. Setup your tracking webhook. More information on how to do this can be found here. Once you have set up your tracking webhook once, you will not need to do this again.

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There are two ways of adding a Tracking Account on the system:

  1. From the Integration Activation screen: Select Yodel - Configure Tracking - Manage Tracking Account - Add Tracking Account.
  2. Via the API tab on the main menu: API - Tracking - Tracking Accounts - Add Tracking Accounts.

Details:

  1. You will need to select from the drop down under the "Carrier" section, which carrier you wish to add this Tracking Account under. In this case, it would be Yodel.

  2. Select which Shipping Account you would like to add a Tracking Account to. If you have multiple Tracking Accounts per each individual carrier, this is where you will differentiate this by selecting the relevant shipping account or by selecting all shipping accounts.


Setup Details:

  1. You will be required to populate your "Username" and "Password". These credentials will be given to you in response to your tracking request to Yodel as per the top of this guide.
  2. "File Path" - This will be provided in response to your tracking request to Yodel.
  3. When all the required information is populated, click "Add Tracking Account".

This will then take you back to the Tracking Accounts page where you will now see your Tracking Account added successfully.