How to Disconnect Xero Practice Manager from Synkli: Step-by-Step Guide

Step 1: Login to Synkli

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  Log in to your Synkli account using your email and password credentials.

Step 2: Go to Settings

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  Once you're logged in, the Synkli dashboard will appear. From the left-hand menu, click on “Settings” to proceed.

Step 1: Open App Connections

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  Inside the Settings menu, click on “App Connections” to begin disconnecting XPM with Synkli.

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  Step 2: Select and Disconnect XPM
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  You will now see available integrations. Find XPM and click the “Connect” button.

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  Click on the Manage Connections. In the App Connections section, click on “Manage Connections” next to connected.

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  A menu will appear with two options:
  
  • Change Connection
  • Disconnect
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  Click on “Disconnect” to begin the disconnection process.

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  Tick the checkbox labelled:
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  “I want to discard all the Client Groups and Staff synced from Xero Practice Manager.”
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  Or you can select the other one as well.
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  Then, click the “Disconnect” button to confirm.

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  That’s it! Your XPM connection has now been successfully disconnected from Synkli.