Connectors
Connectors sync data from the tools your projects already run on, so revenue, orders, and customers flow into Kordox automatically.
Available connectors
- Revenue — Stripe, Shopify, PayPal, Square
- Cash / bank — Plaid (balances feed runway)
- Infrastructure cost — Cloudflare, AWS Billing, GCP Billing
- Ad spend — Meta Ads, Google Ads (imported as expenses)
- Email — capture by forward/BCC + reply from a record (see Email); not a mailbox connector
Connect one
- Open a project → Connectors tab.
- Click Add connector and pick a provider.
- Authorize on the provider's screen (OAuth) or paste an API key, depending on the connector.
- Kordox does an initial sync, then keeps data fresh on a schedule.
Sync & manage
- Manual sync — trigger a refresh anytime from the connector's row.
- Status — each connector shows last-synced time and any errors.
- Disconnect — removes access and stops syncing; your already-synced data stays.
Per project
Connectors are scoped to a project, so each project only sees its own connected accounts and data.
What each connector needs
Stripe
Syncs payments, payouts, refunds and fees into real per-venture P&L — read-only.
What you'll need:
- A Stripe account
- Owner or admin access to authorize apps
Shopify
Syncs your store's orders and refunds as revenue — read-only.
What you'll need:
- Your store domain (mystore.myshopify.com)
- A staff account allowed to install apps
PayPal
Syncs PayPal transactions as revenue.
What you'll need:
- A PayPal REST app: Client ID + Secret
- Choose Live or Sandbox
Square
Syncs Square payments and refunds as revenue.
What you'll need:
- A Square access token
- Optional: a Location ID to limit to one location
Plaid
Connects bank balances so runway is based on real cash.
What you'll need:
- Plaid Client ID + Secret
- An item access token from Plaid Link
- Environment: production or sandbox
Cloudflare
Tracks Cloudflare usage and billing costs.
What you'll need:
- A Cloudflare API token with read access
- Your Cloudflare Account ID
AWS Billing
Pulls AWS cost & usage into the right venture's P&L.
What you'll need:
- An IAM key allowed to call ce:GetCostAndUsage
- Access key ID + secret access key
GCP Billing
Pulls Google Cloud spend so infrastructure costs land in the right venture's P&L.
What you'll need:
- Your Cloud Billing account ID
- A service account JSON key with Billing Account Viewer
- For exact costs: a BigQuery billing-export dataset
Meta Ads
Imports Meta (Facebook/Instagram) ad spend as a cost so margins and CAC are real.
What you'll need:
- A Meta account with access to the ad account
- Permission to grant ads_read
Google Ads
Imports Google Ads spend as a cost for true margin and CAC.
What you'll need:
- A Google account with access to the Google Ads account
- Your Google Ads customer ID