How to disconnect Xero from EdgeCTP

Disconnect EdgeCTP from Xero
Photo by Alexandre Croussette


Users of EdgeCTP can disconnect their existing connection to the online cloud-based Xero accounting package when they wish to perform tasks in EdgeCTP that they don’t want replicated in Xero (or at least until they re-connect or sync manually at a later date).

How to Disconnect Xero from EdgeCTP

The following is a brief step-by-step guide that introduces how to disconnect Xero from within EdgeCTP.

Disconnecting Xero from within EdgeCTP

Make sure you have administration user access rights and login to your EdgeCTP account.

  • From the home dashboard, choose from the menu in the top left of the screen: Administration > Settings > Accounting Interface and notice that Xero is connected
Connected Xero with EdgeCTP
Xero now connected with EdgeCTP
  • Click [Disconnect] to show the Disconnect from Xero confirmation pop-up.  Please note that if you have popup blockers enabled on your browser, you’ll see a warning appear, usually in the address bar (towards the right), saying that a popup was blocked.  If this happens, then click the warning > Always allow popups from EdgeCTP and click [Disconnect] again to see the Disconnect from Xero confirmation
EdgeCTP unlink Xero API
Dialog/Pop-Up: Click [1st Disconnect Xero] to jump to Xero
  • Click [1st Disconnect Xero] that will take you to Xero (in a new/different tab) with a Login request for security purposes
  • Login to Xero and the Connected Apps screen will appear
Xero Connected Apps
Disconnect app: EdgeCTP from Xero
  • Find EdgeCTP and click [Disconnect app]; when asked if you are sure, click [Disconnect App] again, and EdgeCTP will disappear from Xero’s Connected App screen
  • Click on the [EdgeCTP | Settings] tab (at the top of your browser) to return you back to EdgeCTP
Getting back to EdgeCTP from Xero
Disconnect in Xero and return to EdgeCTP
  • On the Disconnect from Xero confirmation in EdgeCTP, now click [2nd Disconnect EdgeCTP], which will clean-up connection links on EdgeCTP
EdgeCTP to Xero API unlink
Click [2nd Disconnect EdgeCTP] as a final step
  • You’ll return to Administration > Settings > Accounting Interface with Xero being ‘unconnected
Setting up a Xero connection in EdgeCTP
Unconnected to Xero

See more on Xero and EdgeCTP


Combined Trading Platform (CTP)

CTP Makes Trading Nationally and Internationally Simple


Please enter your comment!
Please enter your name here