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AP Connectors

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Jimmie answers Riv 5-question intake: Zapier plan/tasks, client list source, OAuth pacing, Rippling Spend state, OAuth pattern OK

Build WellyBox + Spark Receipt + Ramp + Rippling Spend connectors into QBO to support Tally. Native OAuth per client, Zapier orchestration on top, per-client routing map as source of truth. Week 1 = native OAuth marathon; Week 2 = Zapier dedup + mem.ai poller in parallel.

Owner: riv
Touched: 6d ago
Started: May 18, 2026

Decisions

  • Rippling Spend IS in AP scope. First-class connector alongside Ramp, not deferred to a payroll-seam touchpoint.

    why: The firm uses Rippling Spend for AP, so it's a primary AP surface — not optional

    May 18, 2026 · jimmie

  • Scope = internal J2 tool serving multiple clients. Clients don't touch the connectors directly; Tally + bookkeepers operate them on the clients' behalf.

    why: Removes client-facing UX scope; lets Riv design for internal operators

    May 18, 2026 · jimmie

  • WellyBox AND Spark Receipt run in parallel — per-client routing, not dedup. Different J2 clients use different capture tools.

    why: Client preferences vary; trying to dedupe across both adds complexity for no gain

    May 18, 2026 · jimmie

Timeline (5 events)

  1. next actionMay 18, 2026 · riv

    Riv awaiting answers to 5-question intake: Zapier plan/tasks, client list source, OAuth pacing (batch vs paced), Rippling Spend current state, OAuth pattern confirmation

  2. handoffMay 18, 2026 · larry

    Brief 2 dispatched to Riv: AP connector queue (WellyBox/Spark Receipt/Ramp/Rippling Spend) + per-client routing map + coordination with Tally on needed-fields.

  3. decisionMay 18, 2026 · jimmie

    Rippling Spend IS in AP scope. First-class connector alongside Ramp, not deferred to a payroll-seam touchpoint.

  4. decisionMay 18, 2026 · jimmie

    Scope = internal J2 tool serving multiple clients. Clients don't touch the connectors directly; Tally + bookkeepers operate them on the clients' behalf.

  5. decisionMay 18, 2026 · jimmie

    WellyBox AND Spark Receipt run in parallel — per-client routing, not dedup. Different J2 clients use different capture tools.