Integrations

Integrations connect the system with external services, APIs, and third-party applications for enhanced functionality and data synchronization. This guide covers integration configuration and management.

Overview

Integrations enable you to:

• Connect external services
• Synchronize data
• Automate workflows
• Extend functionality
• Access APIs
• Manage webhooks

Accessing Integrations

Navigate to Settings → Integrations to manage connections.

Understanding Integrations

Integration Types

Type	Description
Native	Built-in connectors
API	REST API access
Webhook	Event notifications
OAuth	Third-party auth
File	Import/export

Integration Status

Status	Description
Connected	Active connection
Disconnected	Not connected
Error	Connection issue
Pending	Setup incomplete

Connection Health

Health	Meaning
Healthy	Working normally
Degraded	Partial issues
Down	Not functioning

Available Integrations

Business Applications

App	Category
Salesforce	CRM
QuickBooks	Accounting
Slack	Communication
Microsoft 365	Productivity
Google Workspace	Productivity

Payment & Finance

Service	Purpose
Stripe	Payments
PayPal	Payments
Plaid	Banking
QuickBooks	Accounting

Shipping

Carrier	Services
FedEx	Shipping
UPS	Shipping
USPS	Shipping
ShipStation	Multi-carrier

How-To Guides

How to Connect Integrations

Native Integration

1. Go to Settings → Integrations
2. Find desired integration
3. Click Connect
4. Authenticate:
   • OAuth login
   • API key
   • Credentials
5. Configure options
6. Test connection
7. Enable integration

Connection Example

Connect to QuickBooks Online

Step 1: Click Connect
Step 2: Log in to QuickBooks
Step 3: Authorize access
Step 4: Select company
Step 5: Configure sync options

Status: Connected
Company: Acme Corporation
Last Sync: Jan 23, 2026 9:00 AM

How to Configure API Access

Generating API Keys

1. Go to Settings → Integrations → API
2. Click Generate New Key
3. Configure:
   • Key name
   • Permissions
   • Expiration
   • IP restrictions
4. Copy and secure key

API Key Settings

API Key: prod_api_key_001

Name: Production Integration
Created: Jan 15, 2026
Expires: Jan 15, 2027

Permissions:
├─ Customers: Read/Write
├─ Orders: Read/Write
├─ Products: Read Only
└─ Finance: No Access

IP Restrictions: 203.0.113.0/24
Rate Limit: 1000 requests/hour

How to Set Up Webhooks

Creating Webhooks

1. Go to Settings → Integrations → Webhooks
2. Click New Webhook
3. Configure:

Field	Description
URL	Endpoint URL
Events	What triggers it
Secret	Signing key
Active	Enable/disable

4. Save webhook
5. Test delivery

Webhook Events

Category	Events
Orders	created, updated, shipped
Customers	created, updated
Payments	received, failed
Inventory	low_stock, updated

Webhook Payload

{
  "event": "order.created",
  "timestamp": "2026-01-23T10:30:00Z",
  "data": {
    "id": "SO-2026-0542",
    "customer": "CUST-001",
    "total": 1250.00,
    "status": "pending"
  },
  "signature": "sha256=abc123..."
}

How to Sync Data

Sync Configuration

1. Open integration
2. Go to Sync Settings
3. Configure:
   • Sync direction
   • Field mapping
   • Sync frequency
   • Conflict handling

Sync Options

Option	Description
Real-Time	Instant sync
Scheduled	Set intervals
Manual	On-demand
Triggered	Event-based

Field Mapping

Field Mapping: QuickBooks Customers

System Field      →  QuickBooks Field
──────────────────────────────────────
Customer Name     →  DisplayName
Email            →  PrimaryEmailAddr
Phone            →  PrimaryPhone
Address          →  BillAddr
Balance          →  Balance (read-only)

How to Configure OAuth Apps

Registering OAuth App

1. Go to Settings → Integrations → OAuth
2. Click Register App
3. Enter:
   • App name
   • Redirect URIs
   • Scopes
4. Get credentials:
   • Client ID
   • Client Secret

OAuth Settings

OAuth Application: Mobile App

Client ID: app_client_12345
Client Secret: ••••••••

Redirect URIs:
├─ https://app.company.com/callback
└─ myapp://oauth/callback

Scopes:
├─ read:customers
├─ write:orders
└─ read:products

Token Expiry: 1 hour
Refresh Token: 30 days

How to Monitor Integrations

Integration Dashboard

View all integrations:

• Connection status
• Last sync time
• Error count
• Data volume

Health Monitoring

Integration Health

QuickBooks: ✓ Healthy
├─ Last Sync: 5 min ago
├─ Records Synced: 1,234
└─ Errors: 0

Stripe: ✓ Healthy
├─ Last Webhook: 2 min ago
├─ Events Today: 45
└─ Errors: 0

ShipStation: ⚠ Degraded
├─ Last Sync: 2 hours ago
├─ Errors: 3
└─ Issue: Rate limit reached

How to Handle Integration Errors

Error Types

Error	Cause	Action
Auth Failed	Invalid credentials	Re-authenticate
Rate Limited	Too many requests	Wait and retry
Data Error	Invalid data	Fix and resync
Connection	Network issue	Check connectivity

Error Resolution

1. View error details
2. Identify cause
3. Take corrective action:
   • Re-authenticate
   • Fix data
   • Contact support
4. Retry sync
5. Verify resolution

How to Use Import/Export

Data Import

1. Go to Settings → Integrations → Import
2. Select data type
3. Upload file (CSV, Excel)
4. Map fields
5. Validate data
6. Import

Data Export

1. Select data to export
2. Choose format
3. Configure options
4. Generate export
5. Download file

Advanced Features

Custom Integrations

Build your own:

• REST API access
• Webhook subscriptions
• Custom workflows
• Scheduled jobs

iPaaS Connectors

Connect via:

• Zapier
• Make (Integromat)
• Workato
• Microsoft Power Automate

Real-Time Sync

Instant data updates:

• Change data capture
• Event streaming
• Bi-directional sync
• Conflict resolution

Integration Analytics

Track performance:

• Sync volume
• Error rates
• Latency metrics
• Cost analysis

Best Practices

🔗 Connections

• Secure credentials
• Regular testing
• Monitor health
• Document setup

🔄 Sync

• Clear field mapping
• Handle conflicts
• Monitor volumes
• Regular audits

🔐 Security

• Limit permissions
• Rotate keys
• Use OAuth when possible
• Audit access

📊 Monitoring

• Set up alerts
• Track errors
• Review logs
• Performance metrics

Configuration

Integration Settings

Navigate to Settings → Integrations:

• Connections - Active integrations
• API - API keys
• Webhooks - Event hooks
• OAuth - OAuth apps

Sync Settings

• Schedule - Sync timing
• Mapping - Field mapping
• Filters - Data filters
• Conflicts - Resolution rules

Security Settings

• API Keys - Key management
• IP Restrictions - Access control
• Rate Limits - Request limits
• Audit - Activity logging

Troubleshooting

Common Issues

Integration not connecting

• Verify credentials
• Check network access
• Review firewall rules
• Contact provider

Data not syncing

• Check sync schedule
• Verify field mapping
• Review error logs
• Manual sync test

Webhook not firing

• Verify URL accessible
• Check event subscription
• Review webhook logs
• Test endpoint

API rate limited

• Reduce request frequency
• Implement caching
• Request limit increase
• Optimize queries

Next Steps

Learn about Email Configuration to set up email servers and templates.