Integrations overview
Everything the platform talks to on your behalf — messaging providers, delivery networks, point-of-sale systems, image hosting, maps — is configured in one place, in the same shape.
The three screens
Section titled “The three screens”| Screen | Route | What it holds |
|---|---|---|
| Essential | /configuration/integrations/basic-integration |
The credentials the platform cannot run without: maps, image hosting, and your primary payment keys |
| Plugin List | /configuration/integrations/integration/plugin-list |
Which integration types are offered in the dropdown when adding one |
| Plugin Config | /configuration/integrations/integration/list |
Your actual connections, one entry per provider |
Payment gateways are configured separately, under Finance — see Gateway setup.
What is available
Section titled “What is available”| Category | Providers |
|---|---|
| SMS | Twilio, Telnyx, SMSLink |
| Twilio | |
| Voice | Twilio, Telnyx |
| SendGrid, or your own SMTP server | |
| Push | OneSignal (configured with your app credentials rather than here) |
| Delivery networks | DoorDash Drive, Uber Direct, Shipday, Nash |
| Point of sale | Clover, Toast, Square |
| Images | Cloudinary |
| Maps | Google Maps |
Adding a connection
Section titled “Adding a connection”-
Get credentials from the provider. Every integration needs an account with that provider — the platform connects to your account, it does not resell one.
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Create the integration and pick its type.
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Enter the configuration. Fields differ per provider; anything marked private is stored as a secret and never shown back to you in full.
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Set the conditions — leave it platform-wide, or scope it to particular business types, zones, outlets or franchises. This is how one outlet can use a different SMS sender or delivery network from another.
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For messaging, set the per-purpose flags. See below — this is the step people miss.
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Activate it, then test with something real and small.
Per-purpose flags on messaging integrations
Section titled “Per-purpose flags on messaging integrations”A messaging integration is not simply “on”. Each one carries separate switches for what it is allowed to send:
| Flag | Covers |
|---|---|
| Order Notification | Order receipts, status updates, one-time passcodes |
| User Login and Verify | Sign-in codes |
| Broadcast | Broadcast campaigns |
| Marketing Autopilot | Voucher campaigns — both Autopilot and Promotions |
| Global Notification | Platform-wide announcements |
They are independent on purpose: many operators send transactional messages through one provider and marketing through another, because the pricing and the sender reputation are different problems.
Scoping
Section titled “Scoping”Every integration carries conditions. Left empty, it applies everywhere; filled in, it applies only where it matches. Two integrations of the same type with different scopes is a normal setup — a local SMS provider for one country and a global one for the rest.
Where several could apply, the most specific scope wins.
Testing and health
Section titled “Testing and health”- POS connections have a Test Connection action, and a circuit that opens after repeated failures so a broken POS cannot slow down ordering. It can be reset from the dashboard once the cause is fixed.
- Delivery networks have their own connection test and the same circuit
behaviour, plus a per-provider performance report at
/reports/delivery-network-summary. - Messaging failures show up as undelivered messages in the campaign reports rather than as an error on this screen — a wrong key looks like poor engagement until you look.
Credentials hygiene
Section titled “Credentials hygiene”- Rotate provider keys on your own schedule, and update them here immediately afterwards — the old key stops working the moment it is rolled.
- Use a provider account that belongs to the business, not to a person who might leave.
- Give each integration the narrowest permissions the provider allows.
Troubleshooting
Section titled “Troubleshooting”| Symptom | Try this |
|---|---|
| Receipts send but campaigns do not | The per-purpose flags — see above |
| Nothing sends on any channel | Confirm the integration is active and its conditions are not scoping it away from the outlet in question |
| A provider works in one outlet only | That is scoping working; widen the conditions |
| POS sync stopped | Test the connection; if the circuit is open, fix the cause and reset it |
| An integration type is missing from the dropdown | It is not enabled in Plugin List |
| Deliveries are not being offered to a network | Check the network’s own priority and connection test |
Related: Messaging providers · Delivery networks · POS integrations · Gateway setup
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