Establishing or Resetting connection to Integrations

The integrations tab on your profile allows you to check your connections to our partner integrations and to establish or reset these connections where necessary.


Select the "Edit Profile" button from the user drop-down menu to access this section



From there, the integrations tab will allow you to establish or reset your API integrations.







To establish your connection, select the relevant integration and click the button. This will take you through to the login process for the respective integration.

Tips and Tricks: You can also establish a connection to the cloud integrations during the Trial Balance import process.


In some cases, it will be necessary to reset your connection to one of our integrations. 

To reset the connection and be logged out of the integration you can select the reset button as shown in the screenshot above. You can establish the connection again when needed.


Class Business Codes:

Should you need to connect to Class using different businesses, it will be necessary to reset the connection to Class to log in with the correct business code.



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