Brand connections

The Connections tab is where a brand is wired to the outside world: which processor accounts it uses, which checkout platform holds its orders, its Zendesk scoping, and how its disputes are submitted. Workspace credentials are entered once on the Integrations page — here you point a brand at the specific accounts it uses.

📷 Screenshot

The Brands → Connections tab showing processor accounts, checkout platforms, and the automation toggle. Replace this note with: ![Brand connections tab](/images/brands/connections.png)

The four sections

Payment processors

Add the processor accounts this brand uses:

• For Braintree and Stripe, enter the brand’s merchant account ID (the workspace already holds the credentials).
• For PayPal, PayArc, and Shopify Payments, enter the account’s credentials here, since these processors are configured entirely per brand.

Each account has a Test button, plus processor-specific actions where relevant (for example, PayPal’s Sync, Bulk import, and Verify merchant). See the processor guides.

Checkout platforms

Connect the brand’s order source — UltraCart or Shopify. You can connect more than one and order them by priority; see Multiple checkout platforms.

Customer support

Enter the brand’s Zendesk brand ID to scope support lookups to this brand. This is required for Zendesk evidence to work for the brand.

Automation mode

Set how this brand’s completed cases are submitted — Review or Auto-submit — as an override of the workspace default. See Review vs auto-submit.

Good to know

• Most add, edit, and delete actions here are Admin-only, and adding a processor account requires a verified email.
• A processor showing as connected at the workspace level still needs its account added here before disputes route to the brand.