Managing Connected Services

Managing Connected Services

View and manage all your third-party integrations from a single settings page.

Accessing Integration Settings

1. Go to Settings > Integrations.

Connected Services Overview

The page shows all available integrations with their status:

• Connected (green) — Active and working.
• Needs Attention (amber) — Requires re-authentication or has an issue.
• Not Connected (grey) — Available but not yet set up.

Available Integrations

• Gmail / Outlook — Email sending.
• Google Calendar — Event syncing.
• Bank Feed (Open Banking) — Transaction importing (coming soon).
• Xero / QuickBooks — Accounting software sync (coming soon).

Disconnecting a Service

1. Click on the connected service.
2. Click Disconnect.
3. Confirm the action.

Disconnecting does not delete data already imported or synced — it only stops future synchronisation.

Reconnecting

If a connection expires or needs re-authentication:

1. Click Reconnect next to the service.
2. Follow the authentication flow.
3. The connection is restored.

Troubleshooting

• Sync not working — Try disconnecting and reconnecting.
• Permission errors — Ensure you granted all required permissions during setup.
• Data not appearing — Allow 24 hours for initial sync to complete.

Tip: Check the Integrations page monthly to ensure all connections are healthy — expired connections can cause missing data.