Manage connected integrations

After an integration is connected, open Settings > Integrations, select the integration, and use the actions menu to keep the connection up to date. Available actions depend on the integration type:

Action	When to use it
Reauthorize	Refresh credentials when the provider connection is expired, revoked, or needs a new authorization.
Reconfigure	Update provider-specific settings without disconnecting the integration.
Resync	Trigger a new synchronization for existing data after changing mappings, fixing configuration, or reconnecting a provider.
Disconnect	Stop synchronization with the provider.

Resync accounting data

For accounting software integrations, Resync lets you send data again without waiting for a new invoice or payment event. You can choose which entities to sync:

Option	What it does
Invoices and related customers	Syncs invoices, credit notes, and the customers required by those documents.
Only customers	Updates customers already linked to the provider.

For invoice resyncs, choose which provider records to process:

Option	What it does
Existing provider invoices	Updates invoices that are already linked to records in the accounting software.
Missing provider invoices	Creates provider records for invoices that are not linked yet.

Enable both options to resync all eligible invoices in the selected period. Use the Emission date range field to limit the resync to a specific period. Leave it empty to include every eligible emission date.

Integrations

Payment gateway

CRM

Accounting software

Tax engine

Data platform

Automation

Manage connected integrations

Resync accounting data

​Resync accounting data

Resync accounting data