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 “Add connection” to add any supported 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 “Other banks & credit cards” option.
You can also create “manual” accounts for any non-supported data sources (including import via CSV).
Connection status and disconnecting integrations
The Integrations tab lists all of your connected accounts.
Click View connection on an account to see the connection it belongs to, including:
Connection status (ex: Active, Disconnected)
Connected accounts
Last synced day and time
Day and time the connection was initially created
A button to disconnect the connection, which will pause the syncing of data from this connection source for all associated accounts. Historical data in Puzzle from this connection will not change.
You can re-connect the integrations at any time, and any new transactions will be added without duplication.
Click Sync all at the top of the Integrations page to pull recent activity from direct integrations like Brex, Ramp and Mercury. For banks connected through Plaid, Sync all refreshes balances only. New Plaid transactions arrive when your bank sends them.
Account status and account changes
Within the Integrations tab, you will also be able to see each account and its details.
Clicking on an account row will display:
Connection status (ex: Active, Disconnected)
Account status (ex: Active, Disconnected, Inactive)
Ingestion start date and end date: the period during which data will be ingested into Puzzle from this account.
Options to:
Pause: Pause syncing for this account (click Unpause to resume).
Archive: Pause syncing data for this account and hide it from this page.
Reset: Remove all existing data and re-sync from scratch. Not recommended. Reset permanently removes all historical data ingested from the account, including transactions, invoices, journals, vendors and bills, then resyncs it as if it were newly connected. It can't be undone, and it isn't available while any period is locked. Don't use Reset to fix a sync issue. Contact support instead.
Remove: Remove all existing data and prevent re-syncing.