AdminPulse integration

Where to find it

Settings → Team

✅ Common tasks

Connect AdminPulse

1. Open Settings → Team for the accountant organisation.

2. Find the Accountant section and click the AdminPulse connection action.

3. Sign in to AdminPulse and approve the requested access.

4. Wait for AdminPulse to redirect you back to Cashfeed.

The connection request asks for offline access, plus access to relations and users.

Review the connection

1. Open Settings → Team for the accountant organisation.

2. Find the AdminPulse connection in the Accountant section.

3. Check the connection name and status.

4. Use the connection list to confirm it is still present.

Administrators and owners can see connection details; some metadata stays hidden for others.

Remove or hide transactions

1. Open Settings → Team for the accountant organisation.

2. Find the AdminPulse connection in the Accountant section.

3. Click the remove action and confirm, or open the connection settings to change hide-transactions-before.

4. Clear the date to show all transactions again.

Changing hide-transactions-before only hides bank transactions before the cutoff date.

🔗 See also

• Accounting integrations

• Accounting connection settings

• Managed companies (accountant portal)

• Accountant portal operations

• Managing multiple synced bank accounts