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Documentation Index

Fetch the complete documentation index at: https://docs.arcuserp.com/llms.txt

Use this file to discover all available pages before exploring further.

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Open Integrations

Open Integrations from the main app navigation when you need to connect services for payments, tax, shipping, printing, marketplaces, phone, or sync activity.

Integrations dashboard with connected, sandbox, production, and error counters plus service connector cards

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Read The Summary Cards

  • Connected: active merchant-visible connectors in this entity.
  • Sandbox: active connectors using sandbox or test-mode credentials.
  • Production: active connectors using production or live-mode credentials.
  • Errors: active connectors with recent sync or health issues.
Match connector mode to the entity Use sandbox credentials in sandbox entities and production credentials in production entities. Mixing modes can create failed tests, misleading sync state, or live external activity from a workflow that operators expected to be safe.

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Use The Connector Cards

  • Connect or Configure: opens the service setup surface.
  • Test: verifies the current connector can authenticate or reach the service.
  • Log: opens recent connector activity for troubleshooting sync or webhook issues.
  • Disconnect: removes stored credentials for that connector after confirmation.
  • Mode badge: shows whether the connector is using sandbox or production credentials.
  • Masked credential fields: confirm that credentials exist without showing secrets.
Not every platform service is customer-configurable Some services are managed by Arcus as platform services. For example, bank-feed linking uses Plaid through the bank workflow, and email delivery is configured from email settings rather than by pasting a Postmark token into Integrations.

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Use The Sync Dashboard

Click Sync Dashboard when a marketplace or connector appears stale. The modal shows recent inbound and outbound sync activity so admins can see what moved, what failed, and which direction needs attention.

Sync Dashboard modal with all, inbound, and outbound sync activity filters

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Safe Connector Change Process

  1. Confirm the entity is sandbox or production.
  2. Confirm who owns the external account and has permission to rotate credentials.
  3. Open the connector and review the current mode, saved credential status, and last activity.
  4. Reconnect or rotate credentials only during a planned window.
  5. Use Test after saving.
  6. Run a small real workflow, such as a test payment, tax calculation, label purchase, print job, or marketplace sync.
  7. Review logs if the workflow fails or sync is delayed.
Connector tests are necessary but not enough A connector test proves Arcus can authenticate or reach the service. Always test the real business workflow too, because payments, labels, taxes, webhooks, and imports can fail for reasons beyond the basic credential check.

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Common Blocks

  • Connector says Not Connected: connect the service or reconnect through the service-specific setup flow.
  • Test fails: check mode, revoked credentials, external permissions, and service status.
  • Log is empty: the connector may not have processed any events yet, or the workflow may not use that connector.
  • Production button is selected in a sandbox entity: switch to sandbox credentials unless this is an intentional live test.
  • Disconnect looks scary: disconnecting removes future connector access, but existing Arcus records should remain for history.

Stripe Payments

Configure Stripe keys, webhooks, payment workflows, saved methods, reconcile, payouts, and disputes.

Shippo and PrintNode

Configure Shippo for rates, labels, tracking, and voids, and PrintNode for labels and document printing.

Marketplace Connectors

Connect Shopify, Amazon, and eBay, review sync settings, mapping, webhooks, logs, and marketplace blocks.

Tax and AvaTax Operations

Configure, verify, and recover AvaTax tax calculation, exemptions, marketplace routing, returns, and address validation.

Bank Reconciliation

Match bank transactions to payments, deposits, payouts, and checks.

Settings Overview

Understand the admin surfaces, settings groups, and workflow impact areas.