Create a provider connection
Follow this guide to configure an external job/invoice/POD provider with secure endpoints and mappings. The guide then takes you through the correct route, the checks to complete before making changes, the workflow in order, and the evidence to review afterwards.
Where to goAdmin Area → Courier & Logistics → Settings → Providers → Add Provider
What you’ll accomplish
Configure an external job/invoice/POD provider with secure endpoints and mappings. The instructions below follow the supplied module’s controller, form and model rules, including server-side validation and downstream effects.
Follow these steps
- Go to Settings and Providers.
- Enter provider name and choose type.
- Verify the generated unique slug.
- Enter public HTTPS base URL and endpoint paths.
- Select authentication method and enter credentials.
- Enter valid mapping JSON.
- Set sync interval from 5 to 1,440 minutes.
- Save inactive first.
- Test the provider.
- Activate only after successful validation.
Fields and options to review
Provider typescx, custom_json, returnloads or telematics.
Authenticationbearer, api_key, basic, oauth2_client_credentials or none.
Interval5–1,440 minutes.
MappingsValid JSON paths for provider payload normalisation.
SecretsEncrypted at rest and redacted from logs/audits.
Rules the system enforces
- Base and endpoint requests must resolve to public HTTPS destinations.
- Secrets containing line breaks are rejected.
How to confirm it worked
- The source record, status/history and any downstream notification, provider, POD or finance record should agree after the action.
Security, audit and operational checks
- Use the exact record and least-privilege role before changing any state.
- Verify the saved record after every action; a browser message alone is not evidence that every downstream step completed.
- Use protected document and image routes rather than exposing server filesystem paths.
- Keep customer, driver, provider, financial and credential data within the authorised workflow.
- For provider, finance, employment, transport and compliance decisions, follow the organisation’s authorised professional process.
Do not bypass the code flowDo not force database values, invent a status, mark a job completed without signed POD evidence, or expose encrypted credentials to make a screen appear successful.
Continue with related guidance
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