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Open: Retailer Settings → Integrations. Meta lead setup is reached from Customers.
Retailer Settings with Integrations selected, Stripe and ServiceM8 cards, and the simulated Formbay section below.

Fictional preview of Retailer Settings. Provider cards and labels can vary by release.

Connection checklist

Confirm the account belongs to the correct business. Verify access before saving. Link one known record and check the customer, site and provider reference. Read the last successful sync time; a connected badge alone does not prove every project is current. Store credentials only in the provider’s secure connection fields. Do not paste secrets into customer notes or support emails. Fiskil may be shown as Coming soon. Use the supported bill-analysis or manual-rate workflow until a working connection is offered.

ArgonixIntelligence in this workflow

Intelligence can only reason from information available to its supported workflow. It cannot turn a disconnected provider, stale snapshot or missing application into a verified result.