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Settings → Integrations is where BeRocker plugs into the outside world. Nothing goes out — no text, no email, no load board post — until something here is connected.
The Integrations page grouped into Communications, Email, Load boards and Other
Every card shows the provider, a one-line description, its Status (Active, Disabled or Not connected), and a button — usually Configure; Integrate / Reconnect / Disconnect for Central Dispatch, Connect LongMile / Reconnect LongMile / Disconnect for LongMile, and Configure plus Disconnect for Zoom Phone.
You only need the services you actually use. For a working CRM you need at least one communication provider and one email provider.

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Communications

RingCentral is always shown as Active — the card says “RingCentral is always active. To use it, add your number in your user profile and register it.” There is nothing to configure on this page: add your RingCentral number in Settings → Profile → User Contacts and click Register next to it. See Profile.
Setup guides: Twilio · RingCentral · Telnyx · Vonage · Zoom Phone

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Email

Setup guides: SendGrid · Mailgun · Gmail
Before you send a single campaign, read Email deliverability. Getting SPF, DKIM and DMARC right is the difference between the inbox and the spam folder.

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Load boards

The SuperDispatch card also has Test Connection and, once connected, Webhook Status. Setup guides: Central Dispatch · Super Dispatch · LongMile Posting behaviour — auto-unposting, order import and price updates — is configured separately in Carriers and Loadboards.

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Accounting

The card shows a Status (Not connected, Connected, finish setup, Sending orders, Paused, Reconnect needed or Turned off) and Connect, Finish setup or Configure, and Disconnect buttons. The card appears once QuickBooks is turned on for your account; contact BeRocker support if you do not see it. Setup guide: QuickBooks

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Payment Gateway

Expand your business by accepting payments from customers! You can connect any of the following payment gateways: Stripe, Square and Zelle
Configure opens Settings → Integrations → Payment Gateways, where you connect the processors. Each card has a Set as default card payment option radio and a Payment fee (%) field — the fee is a percentage added on top of what you charge, and only the default processor’s fee is applied.
The Payment Gateways page
Only Stripe, Square and Authorize.Net can tell whether a saved card is credit, debit or prepaid. If you pass card processing fees on to customers and waive them for debit, your default processor has to be one of those three. See Accounting.

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Reconnecting

OAuth connections expire or get revoked. When Central Dispatch’s does, its card shows “Central Dispatch disconnected — its token could no longer be refreshed, so messages and payments are paused. Reconnect to restore the integration.” with a Reconnect button; LongMile’s button turns into Reconnect LongMile. Reconnect rather than ignoring it — a disconnected load board silently stops posting.

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FAQ

The CRM cannot send messages, place calls or post to load boards. Integrations are not optional extras — they are what makes the CRM do anything.
Yes. Disconnect and connect a different one from this page at any time. Remember to update your team’s User Contacts to point at the new provider.
The card shows Status: Active in green (Disabled or Not connected otherwise).
Yes. RingCentral for calls and Twilio for SMS is a common setup. Each user contact picks its own provider.

Profile

Point your own number at a connected provider.

Carriers and Loadboards

How posting behaves once the boards are connected.

MCP connection

Use BeRocker from Claude.

Email parsing

Turn provider emails into leads.