A safe path for connecting live billing without polluting your workspace with the wrong environment.
The easiest billing mistake is mixing test and live environments. Decide first whether you are validating workflows or working with real revenue, then use the matching secret key only for that environment.
If the workspace imports the wrong data, it usually means the wrong environment was chosen rather than the sync itself failing.
Paste the billing secret into workspace settings, save it, and then run the sync flow. Start by pulling customer and invoice history before relying on reports or automations.
After sync, review a few client records and confirm plans, statuses, and recent billing activity look correct.
Open the client list, reports area, and coupons or billing-related views to confirm your workspace reflects the same commercial reality as your billing provider.
If you see gaps, check whether those records exist in the source system first before assuming the import is broken.
Need the next step?
Keep moving through the help center or jump back into the product and apply the workflow directly.
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