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Product update: manage connections and reconnect companies in embedded Link - #1879

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avanjani-codat merged 11 commits into
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update/link-manage-connections-reconnect
Aug 13, 2026
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Product update: manage connections and reconnect companies in embedded Link#1879
avanjani-codat merged 11 commits into
mainfrom
update/link-manage-connections-reconnect

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@avanjani-codat avanjani-codat commented Aug 12, 2026

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Summary

New product update post for docs.codat.io/updates announcing the Link manage connections / reconnection experience (EXP-1630).

Covers:

  • Viewing and relinking previously connected companies in embedded Link
  • Disconnecting an existing connection
  • Company identity validation on reconnect, with a mismatch warning
  • Availability: QuickBooks Online, Oracle NetSuite, Sage Intacct
  • Getting started: manage connections setting, company access token, accessToken prop, CORS settings

Outstanding before publishing

  • Screenshots to be added (placeholders marked with TODO comments in the post)
  • Confirm whether view/disconnect works for all integrations or only the three ERPs listed for reconnection
  • Confirm the manage connections setting is client-configurable vs enabled by Codat

🤖 Generated with Claude Code

Announces the new manage connections experience in the Link SDK:
viewing, disconnecting, and reconnecting linked companies with
company identity validation (EXP-1630).

Screenshots to be added before publishing.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
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github-actions Bot commented Aug 12, 2026

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PR Preview Action v1.8.1
Preview removed because the pull request was closed.
2026-08-13 13:28 UTC

avanjani-codat and others added 4 commits August 12, 2026 16:41
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
avanjani-codat and others added 5 commits August 13, 2026 10:10
…step order

- Reconnection works for all platforms; previous-company validation is
  QBO, NetSuite, and Sage Intacct only
- Relinking also available in Hosted Link with OTPs via secure linking
- CORS registration step moved before access token steps

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
… fit in one row

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
width:0 + min-width:100% on figcaption stops single-line captions from
widening the figures, letting all three panels fit in one row without
shrinking the images.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
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Link check results:

[]

Rachel-Codat

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@@ -0,0 +1,132 @@
---

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The markdown check is failing - adding as a comment as it's not a required check for the PR (but I think it should be)

@avanjani-codat
avanjani-codat merged commit feb9195 into main Aug 13, 2026
6 of 8 checks passed
@avanjani-codat
avanjani-codat deleted the update/link-manage-connections-reconnect branch August 13, 2026 13:28
Rachel-Codat added a commit that referenced this pull request Aug 13, 2026
blog/260812-link-manage-connections-reconnect.md landed on main via #1879
without a blank line after the image inside the numbered list, which
fails the markdown-format check and turns main red. Formatting only, no
content change.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
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2 participants