Connectors & Data

Last Updated: 2025-12-02 10:22 UTC

Personas: Controller / A/R Manager / Billing Admin

What you'll learn

Connect Stripe (required).
- From Admin → Connectors, select Connect Stripe and authorize using your Stripe admin account.
- Confirm webhook delivery by sending the built-in test event. Successful tests appear in the Data-Ready widget.
Enable optional read-only ERPs.
- Plixo supports read-only connectors for NetSuite and QuickBooks Online in the MVP. Provide API credentials or OAuth tokens; no write-back occurs.
- Plixo automatically syncs connected ERPs every ~4–6 hours (4-hour cadence plus minor jitter) and re-runs data-quality checks after each pull. Use the Sync now or Sync all connectors buttons in Admin → Connectors whenever you need an immediate refresh (e.g., after large QuickBooks updates).
- Schedule daily sync windows to avoid conflicting with ERP maintenance.
Import CSV data.
- Use the invoice and customer templates provided in the Quick Start guide.
- Upload files under Admin → Connectors → CSV Import. Map headers and review the validation report (duplicate invoices, missing contacts, currency mismatches).
Monitor data health.
- The Data-Ready widget flags contact coverage, aging parity, stability, and dispute smoke tests.
- Set up alerts for failed imports and connector disconnects so you can take action quickly.

Reusing sandbox credentials. Production requires live Stripe credentials; sandbox keys will fail in production.
Changing CSV headers. Stick to the template to avoid remapping each upload.
Ignoring aging parity alerts. Large variances often stem from write-offs or currency conversions--resolve promptly.