Integrations

An integration is available only when the product enables it for your shop and the provider is ready. A plan benefit or provider account alone does not establish availability.

Before connecting a provider

Confirm the shop's plan, business geography, provider account eligibility, and rollout availability. Ask an authorized shop owner to review the connection. Enter credentials and security codes only in the provider's secure flow.

Customer payments

Recording cash and check payments is available on the baseline plans. Bank-transfer instructions are also independent of plan tier, once configured. Online collection through Stripe or an available Clip connection requires Growth or Enterprise, plus the provider's country, currency, account, configuration, and rollout requirements. Paying for TorqueOps does not automatically connect a provider for collecting from your customers.

Bank transfer

1. Open Settings → Integrations → Payments with permission to manage payments.
2. Enable bank transfer and complete the account fields and public instructions requested for the shop's business country.
3. Save, then check the committed details in job Billing before sharing them with a customer. Recording a transfer in TorqueOps does not initiate or verify a bank transfer; confirm receipt through the shop's bank first.

Stripe

1. In Settings → Integrations → Payments, review the Stripe availability and account state.
2. Choose Set up Stripe, Continue setup, Review account, or Manage account, as offered. Complete Stripe's secure embedded flow. Enter credentials and verification information only there.
3. Close the provider surface and check the refreshed status in TorqueOps. Ready confirms collection readiness; opening or completing a screen alone does not.
4. If Stripe is reviewing the account, wait for verification. If the message requests shop-country or currency correction, review Shop settings. If it says the account's country differs or the connection needs repair, contact Help & support; repeating setup or disconnecting is not the repair.

Removing an integration requires confirmation and removes the TorqueOps connection. It does not erase payment history. See Troubleshooting for state-specific recovery and Payments for collection and refunds.

Clip, where enabled

Clip is conditional on a Mexico/MXN shop, Growth or Enterprise, an eligible Clip account, and the enabled rollout. Use it only when the product offers the connection. In Payments settings, connect through the secure credential dialog, then use Enable payments after the connection is verified. A successful connection test does not prove a customer charge succeeded. Disconnecting does not revoke keys at Clip or erase historical payments.

WhatsApp Business

WhatsApp Business availability depends on the selected provider, account setup, messaging permissions, and rollout readiness. This manual does not establish that a connection or sending workflow is available for your shop.

Use WhatsApp through TorqueOps only when the product exposes an enabled, supported workflow and the shop has confirmed that it is ready. Otherwise, use the shop's approved alternative channel. See Customer communication to share context and record customer decisions.

MercadoLibre purchasing, where enabled

This workflow requires a Mexico/MXN shop, Operations or higher, and a connected eligible MercadoLibre account. In Integrations, connect the account through the provider authorization flow and verify the connection state on return.

In Inventory → Orders, open the MercadoLibre purchases flow to import existing paid purchases. Review the supplier, part identity, quantities, stock or job destinations, shipping, and other costs. Review the cost preview, then choose Verify and create order. Confirm the recorded order before leaving. This records a purchase already made; it does not buy items or receive them into stock. Follow the separate inventory receipt procedure when goods arrive.

If an import or recording result is uncertain, use the offered status check and open an already recorded order before attempting another import or recording. If access or account readiness changes, keep the review and resolve the displayed requirement instead of starting a duplicate.

Fiscal documents and other services

Automated Mexico CFDI requests are unavailable while the fiscal-provider integration is pending. Issue required fiscal documents outside TorqueOps. Operational invoices and credit notes are separate from those fiscal documents. See Payments.

Do not assume another payment provider or messaging channel is supported because it operates in your country.

Resolve unavailable setup

Check Plan & usage for plan and capacity conditions and Troubleshooting for connection or delivery problems. Review Data handling before sharing customer information with a provider.