CoEditor CRM documentation
Customer-facing guides for keeping Stripe, Piano, and your publication data in sync inside CoEditor.
Welcome to CoEditor CRM documentation. These pages explain how to connect external systems, run exports, call integration APIs, and troubleshoot common issues.
Start here
| Topic | When to read it |
|---|---|
| Webhooks | What webhooks are and why CoEditor uses them |
| Set up webhooks | Wire Stripe or Piano from publication Settings |
| Piano proxy | One Piano webhook URL for CoEditor and other consumers |
| Webhooks FAQ | User in Stripe/Piano but missing in CRM |
| Integrations | Stripe, Piano, and digital product sync |
| Data exports | Subscription CSV exports from the CRM |
| Data Export v2 Architecture | Export flow, inputs, and CSV output |
| App API Routes | Cancellation and winback HTTP APIs |
Where configuration lives
Open your publication in the CRM, then go to Settings for webhooks, credentials, and related controls.
Engineering documentation (handler code, infrastructure, incident playbooks) is maintained separately for the CoEditor team.