New integrations
After you have set up your preliminary Puzzle workspace, you can integrate additional accounts at any time within the Integrations tab.
Within the Integrations tab, you can click "Add connection" to add any supported direct integrations with Puzzle, such as Brex, Ramp, Mercury, and Gusto.
Additionally, you can connect accounts with other banks and credit card companies (via Plaid) using the "Other banks & credit cards" option. For example, a Ramp bank account (Ramp Checking) connects this way. The Ramp direct integration brings in your Ramp cards only.
You can also create "manual" accounts for any non-supported data sources (including import via CSV). Don't create a manual account for an account that already syncs, or the same transactions will come in twice. See Adding a Non-Connected Bank Account in Puzzle.
Connection status and disconnecting integrations
The Integrations tab lists all of your connected accounts.
Click View connection on an account to see the connection it belongs to, including:
Connection status (ex: Active, Disconnected)
Connected accounts
Last synced day and time
Day and time the connection was initially created
A button to disconnect the connection, which will pause the syncing of data from this connection source for all associated accounts. Historical data in Puzzle from this connection will not change.
You can re-connect the integrations at any time, and any new transactions will be added without duplication.
Click Sync all at the top of the Integrations page to pull recent activity from direct integrations like Brex, Ramp and Mercury. For banks connected through Plaid, Sync all refreshes balances only. New Plaid transactions arrive when your bank sends them.
Account status and account changes
Within the Integrations tab, you will also be able to see each account and its details.
Clicking on an account row will display:
Connection status (ex: Active, Disconnected)
Account status (ex: Active, Disconnected, Inactive)
Ingestion start date and end date: the period during which data will be ingested into Puzzle from this account.
Options to:
Pause: Pause syncing for this account (click Unpause to resume).
Archive: Pause syncing data for this account and hide it from this page.
Reset: Remove all existing data and re-sync from scratch. Not recommended. Reset permanently removes all historical data ingested from the account, including transactions, invoices, journals, vendors and bills, then resyncs it as if it were newly connected. It can't be undone, and it isn't available while any period is locked. Don't use Reset to fix a sync issue. Contact support instead.
Remove: Remove all existing data and prevent re-syncing. This can't be undone.
Before using Reset, Remove, Unlink or Merge, read Unlink, Reset, Remove and Merge: what each account action does.
Troubleshooting a specific integration
If one integration isn't syncing the way you expect, start with its own guide:
Ramp: Ramp troubleshooting
Mercury: Mercury Sync Troubleshooting
Rho: Rho card transactions are sent from Rho's Accounting Dashboard, not pulled by Puzzle, and Rho treasury transactions can't sync to Puzzle. See How to sync Rho transactions to Puzzle.
Gusto: Gusto Sync Troubleshooting
Rippling: if Rippling shows Pending upgrade or says it's only available on monthly plans, the Rippling add-on isn't active. See The Rippling add-on: cost, setup, and paused syncs.
Bill.com: Bill.com Sync Troubleshooting
Banks and cards connected through Plaid: Fixing Bank Connection Errors (Plaid)
Common questions
Do I need to export or upload anything from my bank or card provider? No. Connected accounts sync into Puzzle on their own. Rho is the one exception (see above). For example, Brex's own Accounting export page doesn't control what shows up in Puzzle.
I opened a new account at a bank I've already connected. Add it to the existing connection: How to Add a New Account to an Existing Bank Integration.
My card has several cardholders. Can I see each person's spending? For Brex cards, yes: use the Cardholder filter on the Transactions page. Banks and cards connected through Plaid don't send which person made a charge. See Save a view of your transactions.
A bank account I added in the chart of accounts doesn't show up when I add transactions. Bank accounts need to be set up on the Integrations page. See Cleaning up a duplicate bank account that only exists in your chart of accounts.
I see two connections for the same provider, or an account is connected to the wrong company. Pause the extra accounts and contact support before removing anything.