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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.

Use the Integrations Dashboard

The Integrations page groups connected services by job. It shows how many connectors are connected, which ones are sandbox or production, and whether any connector currently has errors. Each service card has actions for configuration, testing, and log review.

Integrations dashboard with connected, sandbox, production, and error counts plus Stripe, AvaTax, Shippo, PrintNode, Shopify, Amazon, and eBay connector cards

Connector Types

  • Stripe: card payments, saved methods, payment failures, refunds, disputes, and payouts.
  • AvaTax: address-aware tax calculation, tax document strategy, marketplace routing, and tax error recovery.
  • Shippo: shipping labels, carrier rates, tracking, label voids, and freight rate shopping through Shippo-supported flows.
  • PrintNode: direct printing for labels, packing slips, pick lists, and fulfillment workstations.
  • Shopify: marketplace order import, fulfillment sync, tracking updates, and listing-related context.
  • Amazon and eBay: marketplace setup surfaces for order and listing connectivity when enabled.
  • RingCentral: phone and communication logging when configured.
  • Plaid: bank feed and bank-account workflows used by reconciliation and some payment workflows.
Match connector mode to the entity Use sandbox credentials in sandbox entities and production credentials in production entities. Mixing modes can cause failed tests, misleading status, or live external activity from a workflow that was expected to be safe.

Before You Configure a Connector

  • Confirm whether you are in sandbox or production.
  • Identify who owns the external service account.
  • Confirm the connector has the minimum permissions Arcus needs.
  • Prepare a small test workflow, such as a test payment, tax quote, label preview, print test, or marketplace order import.
  • Record what changed and who should verify the result.
Secrets stay masked Arcus should show saved credentials only as masked values. Do not paste connector keys, tokens, secrets, or webhook signing values into support tickets or screenshots.

Use Test and Log Actions

After a connector is configured, use the test action to confirm Arcus can reach the external service. Use the log action when a workflow fails or a sync appears stale.

  • Test: confirms the current connector setup can authenticate or reach the service.
  • Log: shows recent connector activity and failure context.
  • Last sync: helps decide whether a marketplace or connector is current.
  • Error count: tells operators whether a connector needs attention before work continues.
Test the real workflow after the connector test A connector test proves the service can be reached. It does not replace testing the actual workflow, such as charging a card, calculating tax, buying a label, printing a packing slip, or importing a marketplace order.

Common Blocks

  • Connector says Not Connected: configure credentials or reconnect through the service-specific setup flow.
  • Test fails: check mode, permissions, revoked keys, external service status, and whether credentials were rotated.
  • Marketplace sync is stale: review last sync, connector log, external app permissions, and whether the store is connected to the right entity.
  • Payment method entry fails: review Stripe setup and browser access to secure Stripe fields.
  • Labels fail: review Shippo setup, shipping settings, addresses, package dimensions, and carrier service.
  • Printing fails: review PrintNode setup, workstation client status, default printers, and user printing preferences.
  • Tax fails: review AvaTax status, company code, address validation, product tax code, and marketplace tax routing.

Connector Dashboard

Review connector mode, health, masked credentials, tests, logs, sync dashboard, and safe reconnect steps.

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.

Payments and Checks Settings

Configure payment terms, payment automation, processing fees, AP check printing, and deposit slip layout.

Tax and AvaTax Operations

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