How to Connect
Generic walkthrough for connecting any integration.
How to Connect an Integration
This guide applies to all integrations available in the autoGMS marketplace. For provider-specific details, see the individual integration docs.
Prerequisites
- You must be a Team owner or Garage owner.
- Your Team must be on a Pro or Business plan.
- You need an active account with the integration provider.
Steps
1. Open the Marketplace
Navigate to your Garage dashboard, then go to Settings → Integrations. You will see all available integrations.
2. Start Connection
Click Connect on the integration you want. A configuration dialog opens.
3. Authorize with OAuth2
Click Authorize. You will be redirected to the provider's login page. Sign in and grant autoGMS the requested permissions.
After authorization, you are redirected back to autoGMS with a success message. Your OAuth tokens are stored encrypted (AES-256-GCM) and refreshed automatically.
4. Configure Mappings
Once connected, configure how data maps between autoGMS and the provider:
- Account mapping — Link your autoGMS chart of accounts to the provider's accounts.
- Field mapping — Review the default field mappings and adjust if needed.
- Sync direction — Choose whether to sync outbound only, inbound only, or bidirectional (where supported).
5. Initial Sync
Click Sync Now to trigger the first data sync. The sync engine processes records in the background. Check the sync status in the integration detail page.
6. Ongoing Sync
After the initial sync, data syncs automatically when changes occur in autoGMS. Webhooks from the provider trigger inbound syncs where supported.
Disconnecting
To disconnect an integration, go to Settings → Integrations, open the connected integration, and click Disconnect. This revokes OAuth tokens and stops all syncing. Previously synced data remains in both systems.
Troubleshooting
- Authorization failed — Ensure you are logged into the correct provider account and have admin permissions.
- Sync errors — Check the sync log in the integration detail page. Common issues include missing required fields or rate limiting from the provider.
- Token expired — Tokens refresh automatically. If refresh fails, disconnect and reconnect the integration.