Connecting Integrations

Nummbas supports 20 integrations across ecommerce, banking, payments, advertising, accounting, subscriptions, email marketing, shipping, customer support, and returns. Each integration uses one of several connection methods. You can also add fulfillment costs and overhead expenses manually if your provider or accounting system does not have a direct integration.

Connection Methods

OAuth (One-Click)

Most integrations use OAuth. You click "Connect," sign in to the platform, and authorize Nummbas to read your data. No API keys or credentials needed.

Integrations using OAuth: Meta Ads, TikTok Ads, Google Ads, Pinterest Ads, Snapchat Ads, Square, QuickBooks, Xero, Klaviyo

Plaid Link

Plaid connects your business bank account. Choose the country where the bank account is held, find your bank, and approve read-only access to the accounts you want to share.

Nummbas can read balances and transactions. It cannot move money or make changes to the bank account.

Integrations using this setup: Plaid

Shopify App

Shopify stores connect through the Nummbas Shopify app. Shopify handles store approval and plan setup. See the Shopify guide for the full flow.

Integrations using this setup: Shopify

BigCommerce App Marketplace

BigCommerce users install Nummbas from the BigCommerce App Marketplace and open it from Apps > My Apps. BigCommerce securely authorizes the store, and Nummbas guides the installer through sign-in, setup, plan selection, and the first store refresh.

Integrations using this setup: BigCommerce

API Key

Some integrations require you to create an API key in the platform's settings and paste it into Nummbas.

Integrations using API keys: Stripe, ShipStation, Recharge, Loop Returns

Stripe uses a restricted read-only key. Follow the Stripe guide to choose the correct permissions.

Personal Access Token

ShipBob uses a Personal Access Token. Generate a token in your ShipBob dashboard under Settings, then API Tokens, and paste it into Nummbas.

Integrations using Personal Access Token: ShipBob

Basic Auth

Gorgias uses Basic Auth. Go to your Gorgias dashboard, then Settings, then REST API. Copy your subdomain, API key, and the email associated with your account, and enter all three in Nummbas.

Integrations using Basic Auth: Gorgias

Public Wix App Market App

Wix users install the public Nummbas app from the Wix App Market and open it from the Wix Dashboard. Wix securely passes the installation details to Nummbas, which keeps them through sign-in and onboarding, verifies the Wix-managed plan, and connects the store automatically.

Integrations using this setup: Wix

WordPress Plugin or Direct Approval

WooCommerce works best through the Nummbas WordPress plugin. If your WordPress host does not allow plugins, you can connect directly by entering your store URL and approving read-only access in WooCommerce.

Integrations using this setup: WooCommerce

Manual Entry or CSV

If your provider or accounting system is not listed above, you can still track your costs in Nummbas by entering them directly or uploading a CSV.

Manual 3PL / Fulfillment - monthly fulfillment totals (pick and pack, shipping, storage, other fees).
Manual Expenses - overhead and vendor costs by category, useful when you do not connect QuickBooks or Xero or for costs those platforms do not capture.

How to Connect

Go to Dashboard > Integrations
Find the platform you want to connect
Click Connect
Follow the steps for that platform's connection method:
- OAuth: You will be redirected to the platform to sign in and authorize access
- Plaid: Choose where your bank is held, then use Plaid to find your bank and approve read-only access
- Shopify: Connect through the Nummbas Shopify app and approve access in Shopify
- BigCommerce: Install Nummbas from the BigCommerce App Marketplace, sign in or create an account, complete setup if asked, then reopen Nummbas from Apps > My Apps. Choose a plan and start a store refresh from the embedded app
- Wix: Install the public Nummbas app, open it from your Wix Dashboard, and sign in or create an account. Choose a Nummbas plan in Wix if asked, then reopen the app from your Wix Dashboard to finish the automatic connection
- API Key: A window will show where to find your key. For Stripe, use the exact read-only permissions in the Stripe guide
- WooCommerce: Install the WordPress plugin, or use the direct connection fallback if your site cannot use the plugin
- Manual Entry or CSV: A modal will open where you name the source, then enter monthly data or upload a CSV file

Tip

Some OAuth integrations (like Meta Ads, TikTok Ads, Google Ads, and Xero) may ask you to select an account after authorization if you have multiple accounts on that platform.

Integration Limits by Plan

The number of integrations you can connect depends on your plan:

Plan	Total Integrations	Connections per Provider
Starter	4	1
Growth	8	1
Scale	Unlimited	3

Connections per provider means you can connect multiple accounts from the same platform. For example, on the Scale plan, you could connect 3 different Shopify stores.

Data Sync

After connecting an integration, Nummbas will immediately begin syncing your data. The initial sync typically takes a few minutes depending on how much historical data you have.

For Plaid, your balance may appear before your full transaction history. A bank-based Cash Runway estimate needs at least 90 days of ready history. See the Plaid guide for details.

After the initial sync, data is refreshed automatically on a regular schedule. You can see the last sync time on each integration card in the Integrations page.

Managing Connections

On each connected integration, you can:

View status - see when data was last updated and whether there are any errors
Flush and re-sync - delete synced data for that integration and start a fresh import. Use this only when you need to rebuild the data. It cannot be undone.
Add another connection - connect additional accounts for the same provider (Scale plan)
Repair a Plaid connection - reconnect a bank that shows Needs attention without using another integration slot