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Integrations

Integrations Guide

TradeKitt connects with payment processors, field service management tools, and accounting software to automate data sync and payment reconciliation. This guide covers setup for each supported integration.

Supported Providers Overview

TradeKitt’s provider registry supports 21 integration providers across several categories:

CategoryProviders
Payment ProcessorsStripe, Square, PayPal
AccountingQuickBooks
Field Service ManagementRazorSync, ServiceTitan, Housecall Pro, Jobber, FieldEdge, Service Fusion, and more

RazorSync is the most fully implemented integration with complete customer, work order, and invoice sync. Other providers support varying levels of data sync. Contact support for the latest status on specific providers.

Setting Up Payment Processors

All payment processor integrations are configured under Settings > Integrations in the admin dashboard.

Stripe

  1. Navigate to Settings > Integrations > Add Provider and select Stripe.
  2. Enter your Stripe API secret key (starts with sk_live_ or sk_test_).
  3. Click Test Connection to verify the credentials work.
  4. Enable the integration.

Once connected, TradeKitt pulls transaction data from Stripe for reconciliation against your recorded sales. The three-pass matching engine compares by amount, date, and reference ID.

Square

  1. Navigate to Settings > Integrations > Add Provider and select Square.
  2. Enter your Square access token.
  3. Select the Square location(s) you want to sync.
  4. Click Test Connection and enable.

Square transactions are matched against TradeKitt sales using the same reconciliation engine.

PayPal

  1. Navigate to Settings > Integrations > Add Provider and select PayPal.
  2. Enter your PayPal client ID and client secret.
  3. Select sandbox or production mode.
  4. Click Test Connection and enable.

PayPal payments are reconciled using transaction IDs and amounts.

Connecting Field Service Management Tools

RazorSync

RazorSync is TradeKitt’s most comprehensive field service integration. It syncs:

  • Customers — customer records are imported and kept up to date
  • Work Orders — work orders sync into the unified data tables
  • Invoices — invoice data flows in for reconciliation

To set up:

  1. Navigate to Settings > Integrations > Add Provider and select RazorSync.
  2. Enter your RazorSync API key and company identifier.
  3. Click Test Connection to verify.
  4. Configure sync frequency (default is every 15 minutes).
  5. Enable the integration.

Other Field Service Providers

For providers like ServiceTitan, Housecall Pro, Jobber, and others, the setup flow is similar:

  1. Add the provider under Settings > Integrations.
  2. Enter the required API credentials for that provider.
  3. Test the connection.
  4. Configure sync settings and enable.

Each provider adapter handles the specifics of that provider’s API and maps data into TradeKitt’s unified schema. The sync engine wraps each adapter call with a circuit breaker for reliability: if a provider’s API becomes unavailable, the circuit opens to prevent repeated failures and automatically recovers when the API is healthy again.

QuickBooks Sync

QuickBooks integration enables accounting data sync:

  1. Navigate to Settings > Integrations > Add Provider and select QuickBooks.
  2. Complete the OAuth2 authorization flow to grant TradeKitt access to your QuickBooks account.
  3. Map your TradeKitt line item categories to QuickBooks income accounts.
  4. Configure sync direction (TradeKitt to QuickBooks, QuickBooks to TradeKitt, or bidirectional).
  5. Enable the integration.

Once connected, sales and payments flow between TradeKitt and QuickBooks to keep both systems in sync.

Webhook Configuration

Webhooks let you receive real-time event notifications at your own HTTP endpoints.

Setting Up a Webhook Endpoint

  1. Navigate to Settings > Webhooks > Add Endpoint.
  2. Enter the URL where TradeKitt should send event payloads.
  3. Select which events to subscribe to:
    • sale.created, sale.approved, sale.rejected
    • dispatch.created, dispatch.assigned, dispatch.completed
    • commission.calculated
    • payment.reconciled
    • agreement.renewed, agreement.expired
    • inventory.low-stock
  4. Save the endpoint.

Webhook Delivery

Each webhook delivery includes:

  • A JSON payload with the event type and full event data
  • Automatic retries for failed deliveries (non-2xx responses)
  • A delivery log showing every attempt, response code, and timing

View delivery history under Settings > Webhooks > Delivery Log.

Webhook Security

Webhook payloads are signed so you can verify they originated from TradeKitt. Validate the signature header against your webhook secret before processing events.

API Key Management

For programmatic access to the TradeKitt API, generate API keys under Settings > API Keys.

Creating an API Key

  1. Navigate to Settings > API Keys > Create Key.
  2. Name the key (e.g., “CRM Integration” or “Reporting Script”).
  3. Select the permission scopes the key should have.
  4. Optionally set an expiration date.
  5. Copy the generated key immediately. It will not be shown again.

API Key Best Practices

  • Use descriptive names so you know what each key is used for.
  • Scope permissions narrowly to only what each integration needs.
  • Set expiration dates and rotate keys periodically.
  • Revoke unused keys under Settings > API Keys to reduce risk.
  • Never share keys in code repositories, emails, or chat messages.

Reconciliation

The reconciliation engine matches your recorded sales against payment processor transactions using a three-pass algorithm:

  1. Exact match — matches by reference ID
  2. Fuzzy match — matches by amount and date within configurable tolerance
  3. Manual review — unmatched transactions are flagged for human review

View reconciliation results and resolve discrepancies under Reports > Reconciliation.

Credential Security

All integration credentials (API keys, tokens, secrets) are encrypted at rest using AES-256-GCM with a platform-level encryption key. When viewing integration settings, only the last 4 characters of each credential are displayed. Encryption key rotation is supported, and the system automatically re-encrypts credentials using the new key.

Sync Engine Details

The sync engine runs on a configurable schedule (default: every 15 minutes) and uses Redis distributed locks to prevent concurrent sync operations. Each sync cycle:

  1. Acquires a Redis lock for the provider
  2. Calls the provider adapter to fetch new or updated data
  3. Batch-upserts records into unified data tables (customers, invoices, work orders)
  4. Updates the last sync timestamp on the API configuration
  5. Releases the lock

If a provider API is down, the circuit breaker prevents repeated failures. The circuit opens after consecutive failures and transitions to half-open after a cooldown period to test recovery.

Troubleshooting

Connection Test Fails

  • Verify your API credentials are correct and haven’t expired.
  • Check that your provider account has API access enabled.
  • For OAuth-based providers (QuickBooks), try re-authorizing the connection.

Data Not Syncing

  • Check the sync status under Settings > Integrations for the last sync time and any error messages.
  • Verify the circuit breaker hasn’t opened due to provider API issues.
  • Ensure the integration is enabled (not just connected but inactive).

Reconciliation Mismatches

  • Check that payment processor transaction dates fall within the configured tolerance window.
  • Verify that reference IDs in TradeKitt match those in the payment processor.
  • Review manually flagged transactions under Reports > Reconciliation > Manual Review.

Next Steps