Settings
Connect apps in Settings
In short. Connect lives only in Settings. Personal: /settings. Capital: fund Settings tab. Startup: company Settings. OAuth: Allow in Google, Allow in Microsoft, Allow in QuickBooks, Allow in Xero, Allow in HubSpot, Allow in Stripe. Tokens: Connect with Mercury token, Wise, Monday, IBKR Flex. Tick destination books. Connected and on. Turn off, Turn on, Sync now, Remove. Carta is not in the live catalogue. File upload is not an integration.
Connect lives only in Settings. There is no Integrations page. Old /integrations URLs redirect here.
Where
- Personal. Settings. First card.
- Capital. The fund Settings tab. Not account Settings.
- Startup. Company Settings.
The other side grants permission, or issues its official token. You tick every book the rows should update. Defaults follow the seat. Weltee pulls on a schedule. The connection stays on until you Turn off.
Related screens may show Sync now when a connection is already on. They never show Connect.
A file you upload, or a published CSV URL, is not an integration.
What you press
- Google Sheets: Allow in Google. Hourly. You pick the spreadsheet.
- Excel: Allow in Microsoft. Hourly. First sheet.
- QuickBooks: Allow in QuickBooks. Hourly. Profit and Loss.
- Xero: Allow in Xero. Hourly. Profit and Loss.
- HubSpot: Allow in HubSpot. Hourly. Capital and Startup. Open deals.
- Stripe: Allow in Stripe, or paste the official key. Twice daily.
- Mercury: Connect with Mercury token. Twice daily. The operating bank.
- Wise: Connect with Wise token. Twice daily.
- Monday: Connect with Monday token. Hourly. Capital and Startup.
- Interactive Brokers: Connect with IBKR Flex token, plus a Flex query id from Client Portal. Personal only. Defaults: holdings and cash.
Success: Connected and on. Then Turn off / Turn on, Sync now, Remove.
If the permission screen cannot open: wait a moment and try again. If it still fails, write the house.
Destinations
Tick every book this pull should update.
- Personal: cash holdings, holdings, income, private holdings.
- Capital: dealflow, portfolio companies, LP prospects, company KPIs, LP cashflows.
- Startup: bank ledger, Stripe / revenue, P&L, cap table, raise pipeline.