How to disconnect Xero from EdgeCTP

0
290
Disconnect EdgeCTP from Xero
Photo by Alexandre Croussette

Overview

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

LEAVE A REPLY

Please enter your comment!
Please enter your name here