# Connections FAQs

***

### Intergrations&#x20;

<details>

<summary>Does Digits integrate with Xero?</summary>

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](broken://spaces/ZJRjnc8NFWHCOqIwdbuI/pages/QZacLHwOjZZagMSU5lrH)

</details>

<details>

<summary>Does Digits integrate with Shopify?</summary>

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**](/firms-agentic-general-ledger/journal-entries.md) in the Ledger.

</details>

<details>

<summary>Does Digits integrate with payroll systems besides Gusto?</summary>

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](/firms-connections/manual-payroll.md)

</details>

<details>

<summary>Can I connect a MyCardStatement account to Digits?</summary>

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**

</details>

<details>

<summary>Can I request a new integration?</summary>

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](https://docs.google.com/forms/d/e/1FAIpQLSe6bIkk97fBrewMzZmT51gs0JTds1uR9XHJSx5Rg_qMVmLErA/viewform?usp=dialog)

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.

</details>

<details>

<summary>What are common workarounds when Digits doesn’t have an integration I need?</summary>

Start with the asset account where the money lands—your bank or credit card—and book activity from there. If you need to add history, import transactions using a bank statement (PDF/PNG/JPG/JPEG) or a CSV.

Examples where this works well:

* Payment processors: Square (no Square Banking), PayPal, some Stripe setups
* Commerce platforms where deposits land in the bank: Shopify, Amazon, Etsy
* POS systems without a direct integration: Toast, Clover, Lightspeed
* Misc tools where cash movement still hits the bank: Wise, Brex, Mercury, etc.

Tradeoff: You may miss fine-grain detail that a native integration would provide (like processor fee breakdowns, payout-level detail, or rev rec), but your ledger and top-line reports can still be correct.

We'd love to hear what integrations we are missing. Shoot us a message at [help@digits.com.](mailto:help@digits.com)

</details>

<details>

<summary>Can Digits pull bank transactions starting from a specific date?</summary>

Yes — you can set a start date (cutoff) for a connected account. Digits will still be limited by whatever history your bank makes available through the connection, but setting a start date controls what Digits brings in and uses going forward.

</details>

<details>

<summary>Can Digits connect to Zapier?</summary>

Yes. Digits can connect to Zapier through the Digits API. To get started, follow [Connect Digits to Zapier via the API](https://developer.digits.com/docs/zapier).

</details>

***

### Data Imports & Syncing

<details>

<summary>If something changes in a connected system, will Digits overwrite it?</summary>

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.

{% hint style="warning" %}
**Note:** Some systems don’t surface backdated changes, so those might not sync automatically.
{% endhint %}

</details>

<details>

<summary>How often does Digits sync data?</summary>

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.

</details>

<details>

<summary>What happens if a bank connection expires or fails?</summary>

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

</details>

<details>

<summary>Can I upload transactions manually instead of connecting to a bank?</summary>

Yes! You can upload CSVs directly in the Ledger under **Transactions → Import Bank Transactions**.\
See: [Importing Transactions](/firms-agentic-general-ledger/importing-transactions.md)

</details>

<details>

<summary>Why doesn't my Chase sub-account show up as a separate account in Digits?</summary>

Chase sub-accounts aren't listed separately under your Digits connection — but their transactions are still imported. Plaid folds sub-account transactions under the parent account, so all activity appears under the parent account; it just doesn't appear as a separate account entry in your Connections list.\
\
If you’re not seeing transactions you’d expect, take a quick peek at the **parent account’s** transaction history in your **Ledger** first — that’s where Chase tucks all the sub-account activity. If it’s still not showing up there, give us a shout at [help@digits.com,](mailto:help@digits.com) and we’ll help you track it down.

</details>

***

### Troubleshooting

<details>

<summary>My connection stopped syncing — what should I do?</summary>

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

Still stuck? Contact **Digits Support** at [help@digits.com](mailto:)

</details>

<details>

<summary>I’m missing transactions — how can I fix that?</summary>

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 [help@digits.com](mailto:) if you're still having issues.&#x20;

</details>

<details>

<summary>Can I delete a connection?</summary>

Yes. You can archive or delete a connection to remove its data.\
See: Pause, [Archive, or Delete a Connection ](/firms-connections/remove-connections.md)

</details>

<details>

<summary>Why does my bank balance look too high (or too low) in Digits?</summary>

Digits' balance is derived from your Ledger, not a live bank-reported balance. That means any transaction that impacts cash or other asset accounts will affect what you see in Digits.

Common reasons for a discrepancy:

* **Pending transactions** — These may change, post later, or disappear entirely before settling.
* **Mis-categorization** — A transaction categorized to Cash or another asset account instead of an expense (or vice versa) will shift the balance.
* **Sync timing** — There may be a short delay between your bank posting a transaction and Digits picking it up.
* **Post-authorization changes** — Amounts, dates, or descriptions can change between authorization and final posting.
* **Voided or unsettled authorizations** — Some holds never become posted transactions but may still appear temporarily.

To troubleshoot, review posted transactions in the Ledger and check categorization on any recent entries that may be affecting the balance.

</details>

***

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Got a question or feedback? Our team is all ears—come say hello!
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<p align="center"><a href="https://portal.usepylon.com/digits/forms/get-in-touch-with-digits-support" class="button primary" data-icon="envelope-open-text">Contact Digits Support</a></p>
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***


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