How to disconnect Xero from EdgeCTP

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 there no need to replicate in Xero (or at least until they re-connect or sync manually at a later date).

Table of Contents

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 left of the screen: Settings > Accounting and notice that Xero is connected.

Click [Disconnect] to show the Disconnect from Xero confirmation pop-up. Please note that if your popup blockers enable on your browser, you’ll see a warning appear, usually in the address bar (towards the right), saying that a popup block. If this happens, then click the warning > Always allow popups from EdgeCTP and click [Disconnect] again to see the Disconnect from Xero confirmation.

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

Disconnect app: EdgeCTP from Xero

Find EdgeCTP and click [Disconnect app]; when asks 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.