Admin

Connect integrations

Open Settings → Integrations in Thermal →

Settings → Integrations is where you connect the outside services Thermal talks to — your books, card payments, texts, and email — plus a way to build your own connection if you need one. This is the in-app connection settings screen, not the public thermal.com integrations marketing pages — those just describe what's possible; this is where you actually turn a connection on.

What you can connect today

  • QuickBooks Online — push invoices and payments to your books without double entry. Connect walks you through Intuit's sign-in and authorizes Thermal for your company file; you'll see your Realm ID once it's connected.
  • Card payments (Stripe) — let customers pay invoices by card and keep payment status in sync. Same OAuth-style connect flow.
  • Text messaging (Twilio) — send appointment reminders and "on my way" texts from a work order. This one connects with an account SID and key you paste in yourself, not an OAuth redirect.
  • Email & receipts (Postmark) — deliver invoices and receipts and track delivery reliably. Also a pasted-in key connection.

Only non-secret identifiers (like your QuickBooks Realm ID or Stripe account) are ever shown on this screen — saved tokens and keys are encrypted server-side, never displayed back to you.

Connecting a service

  1. Find the service under Available and either:
    • Connect (QuickBooks, card payments) — you're sent to the provider's own sign-in and authorization screen, then back to Thermal once you approve it.
    • Save connection (text messaging, email) — paste in the account reference and secret key the provider gave you, then save.
  2. Once connected, the card moves up to Connected and shows when it last synced.

If a connection shows "Setup rolling out — this connection is not configured yet," the account-level configuration for that provider hasn't been turned on for your Thermal instance yet — that's not something you can fix from this screen; nothing will save until it is.

When a connection needs attention

A connected service can drop out of sync — most commonly an OAuth authorization that got revoked on the provider's side. When that happens the card moves to Connected with a "Reauthorize needed" status instead of quietly failing. Click Reconnect to run through the provider's authorization again; nothing about your existing setup is lost.

Disconnecting

Disconnect on any connected service clears its saved tokens and key right away and asks you to confirm first — a disconnected service stops working immediately, so don't disconnect QuickBooks or card payments mid-billing-cycle without knowing what depends on it.

Building your own connection

The API & webhooks tile opens a screen for two things, side by side:

  • Outbound webhooks — register a URL and Thermal will POST to it as events happen (an endpoint can be paused without deleting it, and each one tracks its last successful delivery and last error).
  • API keys — create a key to authenticate your own requests into Thermal. Set an expiry when you create or rotate a key (or leave it as never-expiring). An expired key stops working immediately. Rotating a key issues a new one with a fresh expiry and revokes the old one right away — update whatever uses the old key before you rotate it.

The other tiles you'll see here (Google Business, Dropbox, Zapier) are previews of connections we're building — they're not live yet, and clicking them does nothing.

Reference

  • Who can reach this screen — see Roles & permissions for which roles can manage integrations.

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