This FAQ will cover the different partners that Puzzle integrates with, and how categorizations and attachments will be synced to your Puzzle account.

Q: What partners does Puzzle have a direct integration with?

A: Puzzle has direct integrations with the partners listed below:

Q: How often does Puzzle sync?

A: Puzzle syncs with our partners once a day, the sync takes place overnight.

Q: Can I force a sync with a partner?

A: Yes. Go to the Integrations page and click Sync all. This syncs all of your direct integrations, including Ramp, Brex and Mercury. Banks connected through Plaid can't be forced to send new transactions sooner. See How to refresh and sync your data in Puzzle.

Q: What information from Mercury will get synced to Puzzle?

A: Mercury transactions and invoices sync to Puzzle, along with categorizations made in Mercury. Invoice sync is live.

Q: What information from Meow will get synced to Puzzle?

A: Transaction details will be synced to Puzzle, categorization suggestions will be made based on our database of categorization rules.

Q: What information from Brex will get synced to Puzzle?

A: Bank Accounts: Categorizations made to transactions in your Brex bank account will sync to your Puzzle account.

Credit Cards: Categorizations made to transactions in your Brex credit card account will sync to your Puzzle account. Receipts attached to transactions in your Brex account will also sync to Puzzle.

Q: What information from Ramp will get synced to Puzzle?

A: Credit Cards: Puzzle pulls all of your Ramp card transactions. Categorizations made to transactions in Ramp will sync to your Puzzle account, and receipts attached to transactions in Ramp will also sync to Puzzle. See Syncing Ramp with Puzzle.

Bill Pay: If the bills option is turned on for your Ramp integration, bills added and categorized in Ramp will sync to Puzzle under Expenses → Bills. Bills will also be marked as "Paid" in Puzzle as they are paid via Ramp. If the bills option is off, Ramp bills don't sync.

Q: What information from Gusto will get synced to Puzzle?

A: Payroll information such as Name, Department, Role, and Salary will be synced to Puzzle. You can view this by going to Insights > Analysis > People.

Q: What information from Deel will get synced to Puzzle?

A: The Deel integration syncs people and payroll-related data, including employees, Employer of Record (EOR) workers, and contractors. International contractor information, including Name and Salary, will sync to Puzzle and can be viewed in the People tab under Insights > Analysis > People. This will be treated like Payroll data. However, invoices are not included in the synchronization process and must be added manually.

Q: Can Deel invoices be synced to Puzzle?
A: No, Deel invoices are not synced to Puzzle through the integration. If you require invoices in Puzzle, you must add them manually using the invoice entry process.

Q: What information from Bill.com will get synced to Puzzle?

A: Bills and Invoices input into Bill.com will be synced with Puzzle. Bills appear under Expenses → Bills and invoices under Revenue → Invoices. The status of bills and invoices in Puzzle will also update as the status is changed in Bill.com.

Q: Which integrations sync bills?

A: Only Ramp (with the bills option turned on) and Bill.com sync bills into Puzzle.

Q: What information from Stripe will get synced to Puzzle?

A: Invoices: Invoices you create in Stripe for your own customers will automatically sync with Puzzle. This includes subscription invoices, transaction invoices, etc. The status of invoices in Puzzle will also update as the status is changed in Stripe.

Subscriptions: This will populate the ARR/MRR and Revenue tabs

Q: If I reset my Stripe connection, how much history will Puzzle sync again?

A: Puzzle doesn't cap Stripe history at 2 years or any other limit.

Q: Will my Puzzle subscription invoices show up in my books?

A: No. Invoices for your Puzzle subscription never post to your books in Puzzle.

Q: If I update a categorization in Ramp or Brex will the category be updated in Puzzle?

A: No, Puzzle only syncs categories from Ramp and Brex once, if you need to update a categorization you will need to update it in both the integration (like Ramp) and in Puzzle.

Q: Do you integrate with ShipBob?
A: No, we don't integrate with ShipBob at this time. Inventory adjustments can be made through manual journal entries. Go to Accounting → Manual journal entries.

Q: Do you have an integration with Shopify?
A: No, we don't integrate with Shopify at this time. Inventory adjustments can be made through manual journal entries. Go to Accounting → Manual journal entries.