Integrations
What connects, how it connects, and what it will not do.
Some of these are live API connections. Some are a file you export and upload. One is a copy-and-paste workflow. Calling all of them 'integrations' would tell you nothing useful, so each one below carries its real status, the direction data moves, how often it updates — and its limits.
What the labels mean
- A live, authenticated connection. Data moves without you.
- Data moves in one direction only.
- You export a file from them and upload it here. Nothing updates on its own.
- Roots HQ prepares the work; a person completes it.
Every status on this page was checked against the Roots HQ source code on 2026-08-24. A status is never assigned because a vendor's name appears somewhere in the codebase.
Connected
A live, authenticated connection. Data moves without you.
Stripe
Runs Roots HQ platform billing — your subscription, not your customers' checkouts.
- Data flow
- Both directions
- Updates
- Live, by webhook
PayPal
Takes customer payments on invoices and storefront checkout.
- Data flow
- Both directions
- Updates
- Live, by webhook
Square
In-person card payments in the POS app, plus payment links for invoices.
- Data flow
- Both directions
- Updates
- Live, at the point of sale
EasyPost
Live carrier rates, label purchase and tracking.
- Data flow
- Both directions
- Updates
- Live, per rate request and per tracking event
Email (SMTP)
Sends transactional and campaign email through any SMTP provider you point it at.
- Data flow
- Roots HQ → them
- Updates
- On send
Twilio
Sends SMS and verifies phone numbers.
- Data flow
- Roots HQ → them
- Updates
- On send
eBay
OAuth connection that pulls eBay orders into your Roots HQ order queue.
- Data flow
- They → Roots HQ
- Updates
- On demand and on a schedule, once connected
Etsy
OAuth connection that pulls Etsy receipts into your Roots HQ order queue.
- Data flow
- They → Roots HQ
- Updates
- On demand and on a schedule, once connected
Anthropic
Powers Sage where a model is genuinely needed.
- Data flow
- Both directions
- Updates
- Only when you ask
OpenAI
Alternative model provider for Sage, where configured.
- Data flow
- Both directions
- Updates
- Only when you ask
One-way
Data moves in one direction only.
Facebook & Instagram
Publishes posts and live announcements out to Meta. Nothing comes back.
- Data flow
- Roots HQ → them
- Updates
- On publish
CSV Import
You export a file from them and upload it here. Nothing updates on its own.
Whatnot
Import your Whatnot order and payout exports; there is no live API connection.
- Data flow
- They → Roots HQ
- Updates
- Only when you upload an export
Shopify
Bring Shopify sales in as imported transactions for reporting and accounting.
- Data flow
- They → Roots HQ
- Updates
- Only when you import
Manual Workflow
Roots HQ prepares the work; a person completes it.
Palmstreet
Roots HQ prepares the listing; you post it and record the sale.
- Data flow
- No automatic data transfer
- Updates
- Manual, when you record it
Integration credentials are encrypted and stored per tenant. Incoming webhooks are verified against the sender's signature before they are acted on. No integration shares data between tenants.
See how Roots HQ fits your business.
A guided walkthrough of the platform, mapped to how you sell.