Connect your workflow to print-and-mail operations.
For recurring mailings, API and SFTP automation can reduce rekeying and move approved documents and recipient data from your system into mailing operations. The right setup is job-specific, so the published path starts with scoping, sample data, proof review and testing.
The published service describes using an API for direct integration, label creation, tracking and Return Receipt access. Endpoint paths, request schemas, authentication details and response/error codes are not publicly specified on the service page. Request current technical documentation from support before implementation.
SFTP
For scheduled or file-based jobs
SFTP is the published secure file-transfer option for recurring or batch data. Setup includes job-specific credentials, an agreed file structure, sample files and a proof review before the automation is turned on.
Authentication: SFTP credentials are set up during the job configuration. API authentication is not documented publicly; request the current mechanism rather than assuming a bearer token or key format.
Secure transfer: the published page describes encrypted SFTP file transfers. Confirm credential handling, IP access and retention expectations during onboarding.
No guessed error codes: file validation, rejection details, retry behavior and status callbacks depend on the specific job setup. Include these questions in your technical kickoff.
A setup sequence to plan for
From sample file to routine operations.
Treat this as a proofed mailing job—not a generic endpoint you can wire up without a shared data contract.
STEP 01
Scope the workflow
Contact support with your account needs, source system, mailing volume, selected services and a representative data file. For SFTP, the published setup process begins with a Custom Work Order and job-specific instructions.
STEP 02
Map fields and access
Define how the source document and recipient data map to the approved job. For SFTP, support configures credentials and folder structure. Protect credentials and use the secure transfer path your team is given.
STEP 03
Proof and test
Submit sample data, inspect the generated proof and approve it. The published SFTP setup allows an end-to-end test of 10 records or fewer after approval.
STEP 04
Release and reconcile
After the workflow is enabled, submit approved files and reconcile them against the reports. Review exceptions and match USPS tracking to the internal recipient or case reference.
Workflow state vs USPS mailing state
Separate file processing from postal events.
The following are useful checkpoints to define with support. They are planning labels, not published API status strings or guaranteed callback events.
Integration intake
Custom Work Order accepted; sample data, IP and job details supplied.
Proof ready
Review the output, recipient mapping, print layout and mailing settings.
Test approved
End-to-end test accepted by your team before live processing.
USPS acceptance
For each mailpiece, review USPS acceptance scan, tracking events and available delivery reports.
Error and retry questions for kickoff
What happens when a required recipient field is blank or malformed?
How are a missing PDF, unmatched filename or duplicate record reported?
How are rejected or partially processed batches reconciled?
Which failures are safe to retry, and which require support approval?
Reports and document access
The service describes centralized tracking, confirmation reports and access to mailing evidence. Its SFTP instructions say files in the SFTP folder, including RRE signature reports, are available for 180 days. The account archive is described separately as a 10-year record archive. Ask support which report formats, retention rules and retrieval paths apply to your specific integration.
API and SFTP tools
The published service states these tools have no extra integration fee; mailing charges still apply.
Account funding
Published SFTP setup instructions say funds must be available before mailing begins. Confirm payment and funding arrangements for your account.
Operational ownership
Assign owners for source-data approval, proof review, production release, exception handling and record reconciliation before go-live.