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How to Use Royal Mail Click & Drop

What is Royal Mail Click & Drop?

Royal Mail Click & Drop is an online service that allows you to purchase and print your postage from their website without having to waste time standing in line. 

Simply purchase your postage, print your labels and post all your parcels off at your nearest Postbox, Royal Mail Customer Service Point or Post Office® Branch at once. This is a great way to save time that you can spend elsewhere, and reduce your postage costs.

Find out more about the service here >>  

Getting set up is easy and takes just a few minutes to sign up to Royal Mail’s service. With Create’s New Order Management Tools, you can download your orders to import into Click & Drop all at once. 

You can find out how to do so below:

 

How to Export Your Orders From Create

  1. Log in to your Create Account

  1. Select Shop on the top menu.

  1. Click Order Management in the left menu

  1. Select Orders from the expanded menu

  1. Click on Export in the top right hand corner to open the Financial Transaction Export panel

  1. Select Royal Mail (Click & Drop) from the Format drop down list

The Royal Mail Click & Drop Export Feature in Create

  1. Use the Date Selector boxes to choose the order dates you’d like to include

Exporting a Date Range from the Royal Mail Click & Drop Export Tool

  1. Select the order status(s) you’d like to be included by ticking the boxes.

Exporting Statuses in the Royal Mail Click & Drop Export

  1. Click the green Download button to start the file download process

 

How to Import Your Orders to Royal Mail
 

  1. Login to your Royal Mail account

  2. Access the Dashboard from the top menu

  3. Select Import Orders From A Spreadsheet

The Royal Mail Click & Drop Dashboard


Step 1

  1. Click the blue Upload a File button and select the .csv file you’ve just downloaded from Create.

The Order Import Screen for Click & Drop Services

  1. Select Comma from the Column Delimiter drop down list

Uploading a .csv to Royal Mail Click & Drop

  1. Click the blue Upload File button

 

Step 2

  1. Select First Name and Last Name are separate from the Name format drop down list

  2. Select DDMMYYYY from the Date format drop down list

  3. Ensure the box The first row is a header is ticked

  4. Ensure the box Use shipping address for billing address is ticked

  5. If you have over 100 orders in your upload file ensure the box Create batches for the imported orders is ticked

 

Step 3

You’ll be mapping your columns to match up your spreadsheet information with what Royal Mail requires. Royal Mail will remember your choices for this so you’ll only need to map it once. 

*Royal Mail will clearly state the required fields you have mapped, by showing a green tick next to the field. Please ensure that that all required fields are mapped.

Field Mapping Options in Royal Mail Click & Drop

  1. Choose each column name from the drop down list to match the name of the column, there are a couple listed that you don’t need to map which you’ll see in the full list below:

Order reference

Special instructions 

Date

Weight 

Package size

Sub-total

Shipping Cost

Total

Currency Code

Service Code

Safe place (you don’t need to map this)

Address book reference

Customer title

First Name

Last Name

Fullname (you don’t need to map this)

Phone

Email

Company Name

Address Line 1

Address Line 2

Address Line 3

City

County

Postcode 

Country

Name

Unit price

Quantity

Unit Weight

  1. Click the blue Import Orders button to process the order information into Royal Mail’s system. 

Now that you’ve uploaded the orders you’ll be able to print your postage labels and book your parcels. For the steps on how to do this please see Royal Mail’s guides on Processing Your Orders >>

 

Feedback

Log in to your Create Account and get started >>

The new Order Management is still in its BETA phase and as a result, there may be some minor issues that you come across. If for any reason you need to access the old Order Management system you can do so at any time by clicking the link at the top of the new Order Management. 

If you do experience any problems using the new tools or have any suggestions you would like to share with us on this feature, please contact your Account Manager who will be happy to help.

More Questions?

If you have any further questions, please get in touch and we will be happy to help.

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