Edit a provider connection without overwriting secrets
Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.
Change endpoints/mapping while preserving valid stored credentials.
Where to goAdmin Area → Courier & Logistics → Settings → Providers → Open provider
What this guide helps you do
Change endpoints/mapping while preserving valid stored credentials. The instructions below follow the supplied module’s controller, form and model rules, including server-side validation and downstream effects.
Follow these steps
- Go to the provider.
- Leave secret inputs unchanged/blank when the existing secret should remain.
- Update only verified fields.
- Save inactive if making material endpoint changes.
- Test before reactivation.
Fields and options
This action uses the values already stored on the selected source record. Review that record before continuing.
Rules and limits
- Provider reads can omit decrypted secrets unless explicitly requested by the server workflow.
Check it worked
- The source record, status/history and any downstream notification, provider, POD or finance record should agree after the action.
Security, audit and operational checks
- Use the exact record and least-privilege role before changing any state.
- Verify the saved record after every action; a browser message alone is not evidence that every downstream step completed.
- Use protected document and image routes rather than exposing server filesystem paths.
- Keep customer, driver, provider, financial and credential data within the authorised workflow.
- For provider, finance, employment, transport and compliance decisions, follow the organisation’s authorised professional process.
Do not bypass the code flowDo not force database values, invent a status, mark a job completed without signed POD evidence, or expose encrypted credentials to make a screen appear successful.
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