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Puzzle Overview
Adding, modifying, and troubleshooting integrations
Adding, modifying, and troubleshooting integrations
Andrew Robinson avatar
Written by Andrew Robinson
Updated over a week ago

New integrations

After you have set up your preliminary Puzzle workspace, you can integrate additional accounts at any time within the Integrations tab.

Within the Integrations tab, you can click “Connect” on any direct integrations with Puzzle, such as Brex, Ramp, Mercury, and Gusto. Additionally, you can connect accounts with other banks and credit card companies (via Plaid) using the generic “Banks or credit cards” category.

Removing integrations

Within the Integrations tab, you will also be able to see existing integrations. Clicking on “Detail” will display the Status, Current Balance, and date of integration. Within this screen, you can disconnect from an existing integration. Removing an integration will not automatically remove the associated transactions and the categories and vendors you have applied to the transactions. You can re-add the integrations at any time, and any new transactions will be added without duplication.

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