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Integrations

Integrations (/admin/integrations — "Connect external services and manage data sources") is the control plane for everything Avero talks to: payments (Stripe), tax (TaxJar), accounting (QuickBooks), messaging (Slack, Resend, RedChirp, Klaviyo), warehouse shipping (FORT WMS), and data imports (Commerce7).

Who can use it​

  • View the catalog and connection status — integrations.read (Manager, Admin).
  • Enable / disable an integration and run Stripe onboarding — integrations.update (Manager, Admin).
  • Enter or change credentials and settings — integrations.configure (Admin only).

The Integration Catalog​

The landing view is the Integration Catalog ("Browse all available integrations by category"): tiles grouped under category headings — Finance, E-Commerce, Payments, Shipping, Communications, Marketing, and more — filterable by status (All Statuses / On / Off / Errors / Planned) and category.

The Integration Catalog — tiles grouped by category with status badges.

The Integration Catalog — tiles grouped by category with status badges.

Each tile shows the integration's status badge — Planned, Not Configured, Configured, Verified, Disabled, or Error — an ON badge when it's enabled for your winery, and a Platform Managed or Hybrid line when Avero holds some or all of the credentials.

Opening a tile shows the detail view: an Enabled switch, a connection card (Connected / Not Connected), a Test Connection button, and a Configuration Settings tab driven by that integration's own fields. Secret fields carry a Secret badge and render masked with a show/hide toggle; Save Configuration stores them in Avero's encrypted credential vault. Platform-managed integrations state it outright: "Credentials for this integration are managed at the platform level and cannot be modified by tenants."

Planned tiles aren't wired yet

Many catalog entries (Shopify, ShipStation, FedEx, Xero, NetSuite, and others) are Planned — "This integration is planned for a future release." Only the integrations documented below have working connect flows today.

Stripe​

The Stripe tile redirects to its own page, /admin/integrations/stripe (Stripe Payments — "Manage your Stripe Connect integration"). The header badge summarizes where you stand: Not Enabled, Onboarding Required, Pending Verification, or Connected & Ready.

Stripe Payments — account status, capabilities, and onboarding actions.

Stripe Payments — account status, capabilities, and onboarding actions.

  1. Enable Stripe creates your connected account ("Your Stripe Connect account has been created. Proceed with onboarding to start accepting payments.").
  2. Start Onboarding (later Resume Onboarding) hands you to Stripe's hosted flow; you return to a status page and land back here.
  3. The Account Capabilities tiles must all go green — Charges ("Can accept payments"), Payouts ("Can receive funds"), and Details ("Information submitted").
  4. When Stripe wants more, the Requirements card lists it, with a Resolve in Avero flow; Refresh Status re-syncs, and Open in Stripe opens your hosted Stripe dashboard.

Fully connected reads: Ready to Accept Payments — "Your Stripe account is fully connected. You can now create payment links for reservations." Until then, an alert warns "Payments are currently blocked". Where the money then shows up is Payments & refunds.

TaxJar​

TaxJar calculates sales tax and powers the Tax & Compliance dashboard. From the TaxJar tile, Set Up TaxJar opens the wizard at /admin/integrations/taxjar/setup — five steps: Overview, API Key, Address, Nexus, Activate.

  1. Overview lists what you'll need: your TaxJar API Key, your Business Origin Address, and your Nexus States. "You can save your progress at any time and return later to finish setup."
  2. API Key — pick the Environment (Sandbox (Testing) or Production (Live)), paste the key, and Test Connection until it shows Connection verified (the wizard won't proceed without a test).
  3. Address — the ship-from address used for calculations.
  4. Nexus — check every state where you're registered to collect.
  5. Activate — review, then Activate TaxJar ("TaxJar has been connected and enabled.") and land on /admin/tax.

AutoFile enrollment is not part of this wizard — the tax dashboard's AutoFile tab still reads AutoFile Coming Soon.

QuickBooks Online​

The QuickBooks card walks two steps: Configure OAuth Credentials (Client ID and Client Secret on the Configuration tab) and Connect to QuickBooks (OAuth). Once connected you get Test Connection / Disconnect, a Token Health card (access/refresh token state, last refresh, last API call), a copyable Webhook Endpoint, and tabs for Account Mapping, Reconciliation, Sync Settings, Sync History, and Products.

Two states to know: if authorization lapses the card flips to "QuickBooks Online — Re-authorization Required" with a Reconnect to QuickBooks button; and you can't enable syncing before mapping accounts — "Please map the following accounts before enabling QuickBooks Online…".

Messaging: Slack, Resend, Klaviyo, RedChirp​

  • Slack — Connect to Slack runs OAuth in a popup; connected state shows the workspace name with Send Test Message and Disconnect, and the Configuration tab picks a Default Notification Channel. If the popup is blocked: "Popup was blocked. Click the link below to authorize:" → Open Slack Authorization.
  • Resend — transactional email. The Send Test Email card sends to any address and tracks it Queued → Sent → Delivered, with honest failures ("Test email bounced — the address … could not be reached.").
  • Klaviyo — a four-step guide: Generate Private API Key ("In Klaviyo: Settings → API Keys → Create Private API Key. Select events:write and metrics:read scopes."), Enter Credentials, Test Connection, Create Klaviyo Flow.
  • RedChirp — SMS. Four steps: Configure Credentials (choose Platform (Avero-managed) or Tenant (your credentials) mode), Set Organization ID, Test Connection, Select Transactional Bulk Message, plus an SMS backfill card once connected.

Commerce7 imports​

Migrating or syncing from Commerce7 runs through External Data Sources (/admin/integrations/external-data-sources — "Connect provider tenants to Avero Brands for managed imports."), a card in the catalog's Data Import section.

Add Connection asks only for the Brand, the Commerce7 Tenant ID (e.g. my-winery), and an optional Nickname — the API credentials themselves are platform-managed. Test Connection, then Save. A Connected row's Configure badge opens Commerce7 Continuous Sync ("Configure multi-entity data synchronization") with Sync Now, per-entity incremental syncs, and reservation-type → experience mapping; Commerce7 Insights charts the synced data.

Warehouse shipping (FORT WMS)​

/admin/integrations/fort (FORT WMS Integration) configures the warehouse handoff: most wineries only enter their Seller Code — "The FORT endpoint and API credentials are configured at the platform level." — plus a Postback Webhook with Rotate Secret, product mappings at /admin/integrations/fort/products, and a health dashboard at /admin/integrations/fort/health. The operational side is covered in Orders & fulfillment.

Voice & AI Sommelier​

Two more setup surfaces hang off the catalog: Voice / Telephony (/admin/integrations/voice — "Manage inbound call routing, ring policies, and phone number assignments.", set up via the LiveKit Connection, Phone Number (DID), and SIP Trunk steps) and the AI Sommelier (/admin/integrations/sommelier — "Configure your storefront's AI sommelier." — master switches, an Emergency pause, persona, and monthly budget).

Reference​

ControlWhereWhat it does
Enabled switchIntegration detail headerTurns the integration on or off for your winery.
Test ConnectionDetail view / setup guidesVerifies the saved credentials against the provider.
Save ConfigurationConfiguration tabStores credentials in the encrypted vault.
Enable Stripe / Start OnboardingStripe pageCreates and verifies your Stripe Connect account.
Set Up TaxJarTaxJar cardOpens the five-step TaxJar wizard.
Add ConnectionExternal Data SourcesLinks a Commerce7 tenant to an Avero brand.
Sync NowCommerce7 Continuous SyncTriggers a full or per-entity import.
Rotate SecretFORT → Postback WebhookRegenerates the webhook secret (old URL stops working).

Troubleshooting​

  • "Payments are currently blocked" — Stripe onboarding is incomplete; Resume Onboarding and check the Requirements card.
  • A tile shows "Error" — open it and read the Last Error card, then Test Connection after fixing credentials.
  • "Re-authorization Required" on QuickBooks — "Your QuickBooks authorization has expired or been revoked. Orders and refunds are not being synced." — click Reconnect to QuickBooks.
  • TaxJar wizard won't advance past the key step — "Please test the connection before proceeding." — run Test Connection first.
  • "No Commerce7 connections configured" — "Click 'Add Connection' to get started."
  • You can see settings but can't save them — saving credentials needs integrations.configure, which only Admins hold; Managers can view and enable/disable.