Skip to content
  • There are no suggestions because the search field is empty.

How do I disconnect or reconnect an integration?

Turn an integration off, on, or refresh credentials.

Purpose

Sometimes you need to disconnect an integration — to switch systems, refresh credentials, or because something's broken. This article covers how.

When To Use This

Use this when:

  • Credentials expired and sync is failing
  • You're switching from one integration to another
  • You're troubleshooting a sync issue
  • You're closing the account and offboarding

Disconnect

  1. Go to Settings → Integrations
  2. Find the integration card
  3. Click into it
  4. Click Disconnect
  5. Confirm

What Happens When You Disconnect

  • Sync stops immediately
  • Existing data stays in Protiv (jobs, ProPays, statements all remain)
  • New data won't flow until you reconnect or connect a different integration

Reconnect

Same flow, but click Connect on the integration card. Re-enter credentials.

Switching Integrations

If you're moving from one system to another (e.g. switching from BOSS to Aspire):

  1. Disconnect the old integration
  2. Wait — your old data stays in Protiv but won't update
  3. Connect the new integration
  4. Map records as needed (talk to support for migration help)

Caution

  • Disconnecting doesn't delete data, but you'll lose ability to update synced records
  • If you reconnect with a different account, data may not match up — talk to support before doing this
  • Don't disconnect mid-pay-period unless you know the impact

Common Mistakes & How To Fix Them

  • "I disconnected by accident" Reconnect. As long as credentials still work, data picks back up.

  • "I disconnected and now can't reconnect" Check that the integration's account or API key is still valid. May need to regenerate from the source system.

  • How does the Aspire integration work, end to end?
  • Why isn't my Aspire data syncing?
  • What integrations does Protiv support?