Remove integration link

Instructions for removing an integration link

Remove integration link

To remove any links to an integration for clients here are the instructions followed by screen shots below:

  1. In your client record, click on the name of the client and navigate to the admin console.
  2. Search for the client that is currently connected
  3. Click on the client’s name on the list
  4. In Actions on the left select ‘Remove Integration Linkage’ and then click Confirm

You will have to do this for each client, this cannot be done in bulk.