Connections FAQs

Find answers to common questions about Digits Connections. Learn how to link banks, payroll, and apps, troubleshoot sync issues, and manage secure data feeds with confidence.


Intergrations

Does Digits integrate with Xero?

While Digits doesn’t offer a direct sync with Xero, it’s easy to migrate clients from Xero by manually importing your Chart of Accounts during setup.

See: Import Your Chart of Accounts

Does Digits integrate with Shopify?

Not yet — but it’s on our roadmap! You can still bring in Shopify or other e-commerce data by uploading CSVs or creating manual journal entries in the Ledger.

Does Digits integrate with payroll systems besides Gusto?

Not yet. Digits automatically syncs payroll data only through Gusto. For other payroll providers, record payroll manually using Journal Entries in the Ledger. See: Recording Manual Payroll

Can I connect a MyCardStatement account to Digits?

Currently, no. MyCardStatement.com appears in Plaid’s connection list, but all connection attempts fail due to a known Plaid issue.

Why isn’t it working? Plaid has flagged this as a high-friction issue affecting all MyCardStatement, eZCard, and similar connections. There’s no fixed timeline yet.

What can I do instead? You can manually upload transactions from your MyCardStatement account:

  • Export a CSV from your bank

  • Upload it in Ledger → Transactions → Import Bank Transactions

Can I request a new integration?

Yes. If you don’t see the integration you’re looking for, we’d love to hear from you.

We’re always working to expand our supported connections based on what matters most to firms and their clients. If there’s a specific tool, platform, or service you rely on and would like to see integrated with Digits, please let us know using this form:

👉 Request a new integration

When you submit a request, please include:

  • Name of the integration (tool, platform, or service)

  • How you currently use it in your workflow

  • Your contact information, in case we have questions or want to share updates

Your input helps us prioritize and shape our roadmap to better fit how you work.

We appreciate your feedback and look forward to building the connections that move your business forward.


Data Imports & Syncing

If something changes in a connected system, will Digits overwrite it?

Yes. Digits syncs using each platform’s unique transaction IDs, which prevents duplicates and ensures that edits in the source system update in Digits.

Example: If a transaction is edited in Stripe, the next sync updates that transaction in Digits automatically — as long as Stripe flags it as changed.

How often does Digits sync data?

Digits syncs continuously from connected accounts and apps. Bank data flows in as transactions post, while tools like Stripe or Gusto update as soon as they confirm new activity.

What happens if a bank connection expires or fails?

Digits will alert you on the Connections page. Simply click Reconnect and follow the Plaid prompts.

Can I upload transactions manually instead of connecting to a bank?

Yes! You can upload CSVs directly in the Ledger under Transactions → Import Bank Transactions. See: Importing Transactions


Troubleshooting

My connection stopped syncing — what should I do?

Reconnect the account from Connections → Manage. If it still fails, remove and re-add it.

Still stuck? Contact Digits Support at [email protected]

I’m missing transactions — how can I fix that?

Make sure the connection is active, and all accounts were selected during the Plaid setup. For older data, re-import manually via CSV.

Contact Digits Support at [email protected] if you're still having issues.

Can I delete a connection?

Yes. You can archive or delete a connection to remove its data. See: Pause, Archive, or Delete a Connection