Available Integrations
Shopify
Sync products, customers, and orders from your Shopify store
QuickBooks
Sync customers and create invoices in QuickBooks
Slack
Receive real-time notifications in your Slack workspace
Email Forwarding
Create orders automatically from forwarded PO emails
Managing Integrations
All integrations are managed from Settings → Integrations.Connecting
- Go to Settings → Integrations
- Click Connect next to the integration
- Authorize access in the external service
- Initial sync begins automatically
Sync Status
Each integration shows:- Connected: Integration is active and syncing
- Last Synced: When data was last synchronized
- Sync Now: Button to manually trigger sync
Disconnecting
- Go to Settings → Integrations
- Click Disconnect next to the integration
- Confirm disconnection
Disconnecting an integration keeps your existing data in Buddy. It only stops future synchronization.
How Sync Works
Sync Frequency
| Integration | Automatic Sync | Manual Sync |
|---|---|---|
| Shopify | Every few minutes | Click “Sync” |
| QuickBooks | Every few minutes | Click “Sync” |
| Slack | Real-time | N/A |
| Real-time | N/A |
Sync Direction
| Integration | From External | To External |
|---|---|---|
| Shopify | Products, customers, orders | Product updates, customer updates |
| QuickBooks | Customers, invoices, payments | New invoices |
| Slack | — | Notifications |
| Incoming POs | — |
Data Conflicts
When data differs between systems:- Buddy creates a review in Data Quality
- You choose which version to keep
- Changes sync back to the external system
Troubleshooting
Integration shows disconnected
Integration shows disconnected
The authorization may have expired. Click Reconnect to re-authorize.
Data not syncing
Data not syncing
- Check the integration is connected (green status)
- Click Sync to manually trigger
- Check for errors in the sync log
- Verify the data exists in the source system
Duplicate records appearing
Duplicate records appearing
This may happen during initial sync. Review items in Data Quality to merge duplicates.
Best Practices
Connect Early
Set up integrations during onboarding to avoid duplicate data entry
Monitor Sync Status
Check integrations periodically to ensure they stay connected
Review Data Quality
Check Data Quality after connecting to resolve any conflicts
Test Before Bulk Changes
Make a small change first to verify sync works as expected