Integrations
Status
Stable
The Integrations view is a single dashboard of every external system connected to your workspace, with sync status and quick actions.
What you see
A card grid:
┌──────────────────────────────────────────────────────────────┐
│ Connected │
│ │
│ ┌─────────────────┐ ┌─────────────────┐ ┌─────────────────┐│
│ │ Payhawk │ │ Banking (PSD2) │ │ Econt courier ││
│ │ ✓ Healthy │ │ ✓ Healthy │ │ ✓ Healthy ││
│ │ Last sync 2m │ │ 4 accounts │ │ Token valid ││
│ │ [Open] [Sync] │ │ [Open] │ │ [Open] ││
│ └─────────────────┘ └─────────────────┘ └─────────────────┘│
│ │
│ ┌─────────────────┐ │
│ │ OCR scanning │ │
│ │ ⚠ Token expires │ │
│ │ in 5 days │ │
│ │ [Renew] │ │
│ └─────────────────┘ │
├──────────────────────────────────────────────────────────────┤
│ Available │
│ │
│ ┌─────────────────┐ ┌─────────────────┐ ┌─────────────────┐│
│ │ Stripe │ │ Google Workspace│ │ Slack ││
│ │ Connect → │ │ Connect → │ │ Connect → ││
│ └─────────────────┘ └─────────────────┘ └─────────────────┘│
└──────────────────────────────────────────────────────────────┘Two sections:
- Connected — integrations already set up, with status badges
- Available — integrations PLANA supports but you haven't enabled
Health badges
| Badge | Meaning |
|---|---|
| ✓ Healthy | Last sync recent, no errors |
| ⚠ Warning | Last sync stale or token expiring soon |
| ✗ Failing | Sync errors / token expired / endpoint unreachable |
| ⏸ Paused | Manually disabled by an admin |
The StatusBar at the bottom of BOS also surfaces any non-healthy integration so it's visible from any view.
Per-integration actions
Each card has 1–2 buttons depending on the integration:
| Button | Effect |
|---|---|
| Open | Open the integration's detail screen (in BOS or in PLANA Business Cloud, depending) |
| Sync | Trigger an immediate sync |
| Renew | Walk through reauthorisation (PSD2 consents, OCR token, etc.) |
| Disable | Pause without disconnecting (keeps credentials) |
| Disconnect | Remove credentials, integration goes back to Available |
Connecting a new integration
Click an Available card → walk through the per-integration setup flow. Each integration has its own steps:
- Payhawk — see the full guide
- Banking (PSD2) — pick your bank from the list, walk through SCA
- Econt — paste an API token from your Econt account
- OCR scanning — Pro and Enterprise tiers; PLANA enables it on request
- Stripe — for payment receipts (Pro+ tier)
- Google Workspace — calendar + email integration (roadmap)
- Slack / MS Teams — alert notifications (roadmap)
What an integration is
In BOS, an "integration" is anything that bridges PLANA Business Cloud or BOS with an external system. The integration:
- Holds credentials (API tokens, PSD2 consents, OAuth refresh tokens)
- Runs a background sync job
- Surfaces sync status in this view
- Exposes data into the right place (banks → bank journals, Payhawk → expense bills, OCR → vendor bills)
Some integrations push data into PLANA Business Cloud (banks, OCR, Payhawk); some pull data out (Stripe receipts, Mass Mailing); some are both directions (Payhawk syncs accounts and taxes outbound, expenses inbound).
Adding a new integration to the catalog
If you need a connector PLANA doesn't ship today, talk to your account manager. Typical custom integration: 5–10 engineer-days plus maintenance. For widely-useful connectors, we ship them as part of the platform; for one-off custom needs, we may build them as a billable project.