Skip to content
New issue

Have a question about this project? Sign up for a free GitHub account to open an issue and contact its maintainers and the community.

Sign up for GitHub

By clicking “Sign up for GitHub”, you agree to our terms of service and privacy statement. We’ll occasionally send you account related emails.

Already on GitHub? Sign in to your account

Update checkpoints-app-store_remove references to unlink connection.md #1462

Merged
merged 1 commit into from
Dec 19, 2024
Merged

Update checkpoints-app-store_remove references to unlink connection.md #1462

Changes from all commits
Commits
Show all changes
1 commit
Select commit
File filter

Filter by extension

Filter by extension
Conversations
Failed to load comments.
Loading
Jump to
Jump to file
Failed to load files.
Loading
Diff view
Diff view
4 changes: 2 additions & 2 deletions docs/integrations/accounting/xero/partner-certification/checkpoints-app-store.md
View file
Open in desktop
Original file line number Diff line number Diff line change
Expand Up @@ -45,10 +45,10 @@ While Codat handles the initial connection to Xero via the Codat Link UI, Xero r
| :-- | :-- |
| Display the name of the tenant that has been connected | This can be retrieved from our [Get company info](/accounting-api#/operations/get-company-info) endpoint. |
| Display the current status of the connection. If disconnected, provide a button to reconnect to Xero | Use our [Get connection](/platform-api#/operations/get-company-connection) endpoint to check the `status` of the connection and use the `linkUrl` to reconnect.|
| Provide a button to terminate the connection | When a user clicks on the button, use our [Unlink connection](/platform-api#/operations/unlink-connection) endpoint to disconnect from Xero. |
| Provide a button to terminate the connection | When a user clicks on the button, use our [Delete connection](/platform-api#/operations/delete-connection) endpoint to disconnect from Xero. |
| Handle a disconnect from Xero's side | Use a webhook to listen to our [DataConnectionStatusChanged](/using-the-api/webhooks/event-types) event that identifies when a disconnect happens. When the alert is triggered, change the connection status in your UI and display a "Reconnect" or "Connect" button. Xero recommends setting a regular daily sync of light data types so you can check each connected company's connection status every day.|
| Support one-to-one or multi-organizational connection | Codat allows your customers to select their Xero organization using the native Xero UI. You can enable them to connect to multiple organizations within Xero by creating a separate Codat company per organization. |
| Provide a disconnection process for off-boarding | Use our [Unlink connection](/platform-api#/operations/unlink-connection) endpoint to prevent further syncs or the [Delete connection](/platform-api#/operations/delete-company-connection) endpoint to prevent further syncs and querying of historically synced data.|
| Provide a disconnection process for off-boarding | Use our [Delete connection](/platform-api#/operations/delete-company-connection) endpoint to prevent further syncs and querying of historically synced data.|

### 4. Branding and naming

Expand Down
Loading