AdminPulse integration

Where to find it

Settings → Team

✅ Common tasks

Connect AdminPulse

1. Go to Settings → Team as an Owner or Admin

2. Find the AdminPulse Integration section

3. Click Connect AdminPulse

4. Sign in to AdminPulse and grant the requested access

5. You'll be redirected back once authorised

Finish signing in within 15 minutes, in the same browser session, or the link expires.

Check your connection status

1. Open Settings → Team

2. Look at the AdminPulse Integration section

3. Once connected, it shows the connection name instead of the Connect button

Accountant relations sync automatically in the background after connecting.

Remove the connection

1. Open Settings → Team as an Owner or Admin

2. Open the actions menu next to the AdminPulse connection

3. Select Remove

4. Confirm by selecting Remove in the dialog

This permanently deletes the connection — you'll need to reconnect from scratch if needed later.

🔗 See also

• Accountant portal operations

• Managed companies (accountant portal)

• Roles and permissions

• Organisation settings overview

• Accounting integrations