From b36151d31f026d73e20494fb5d87b5f56ac4087d Mon Sep 17 00:00:00 2001 From: Amit Vanjani Date: Wed, 12 Aug 2026 16:12:25 +0100 Subject: [PATCH 01/11] Add product update: manage connections and reconnection in embedded Link 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 --- ...60812-link-manage-connections-reconnect.md | 43 +++++++++++++++++++ 1 file changed, 43 insertions(+) create mode 100644 blog/260812-link-manage-connections-reconnect.md diff --git a/blog/260812-link-manage-connections-reconnect.md b/blog/260812-link-manage-connections-reconnect.md new file mode 100644 index 000000000..48ef4a4f0 --- /dev/null +++ b/blog/260812-link-manage-connections-reconnect.md @@ -0,0 +1,43 @@ +--- +title: "Manage connections and reconnect companies seamlessly with embedded Link" +date: "2026-08-12" +tags: ["Product", "Update", "Link"] +hide_table_of_contents: true +authors: avanjani +--- + +You can now offer your customers a first-class connection management experience in Link, making it easy for business users to view, disconnect, and reconnect their linked companies - and ensuring they reconnect the right one. + + + +## What's new? + +Previously, when a company's connection was lost - through token expiry, a disconnect, or user action - there was no dedicated way to reconnect it. Users had to go through the standard Link flow again, with no guarantee they'd reconnect the same accounting file or legal entity they originally linked. Connecting a different entity by mistake meant broken data continuity and confused downstream reporting. + +With the new manage connections experience, business users can: + +- See what they previously connected and relink it directly in Link. +- Disconnect an existing connection when they need to revoke access. +- Reconnect with confidence - when a user authenticates with their accounting software, Link validates that the company they're reconnecting matches the one originally connected. +- Catch mistakes before they happen - if the identities don't match, the user sees a clear warning that they're about to connect a different company, with the option to confirm or go back and select the correct one. + + + + + +The reconnection experience is available for QuickBooks Online, Oracle NetSuite, and Sage Intacct connections via embedded Link. + +## Who is it relevant for? + +Any client whose customers connect accounting platforms through embedded Link - particularly banks and lenders that rely on continuous, uninterrupted data from the same company for insights, monitoring, and credit decisioning. + +## How to get started? + +The manage connections experience is available in the Link SDK. To set it up: + +1. **Enable the manage connections setting** in your Link configuration to let authenticated users view and manage their existing connections. +2. **Get a company access token.** Authenticated features require an access token, retrieved server-side from the [Get company access token](/platform-api#/operations/get-company-access-token) endpoint (`GET /companies/{companyId}/accessToken`). Tokens are valid for 24 hours and scoped to a single company. +3. **Pass the token to the Link SDK** via the `accessToken` prop when initializing the component. +4. **Register your domain** using the [Set CORS settings](/platform-api#/operations/set-cors-settings) endpoint so the component can make authenticated requests from your site. + +Reach out to your account manager or our support team if you'd like help getting set up. From 29654cfadab8f2e2af40dc54a3b1f124fe244c15 Mon Sep 17 00:00:00 2001 From: Amit Vanjani Date: Wed, 12 Aug 2026 16:17:06 +0100 Subject: [PATCH 02/11] Add screenshots to Link manage connections update Co-Authored-By: Claude Fable 5 --- blog/260812-link-manage-connections-reconnect.md | 4 ++-- static/img/updates/Relink-1.png | 3 +++ static/img/updates/Relink-2.png | 3 +++ 3 files changed, 8 insertions(+), 2 deletions(-) create mode 100644 static/img/updates/Relink-1.png create mode 100644 static/img/updates/Relink-2.png diff --git a/blog/260812-link-manage-connections-reconnect.md b/blog/260812-link-manage-connections-reconnect.md index 48ef4a4f0..6adacd8f9 100644 --- a/blog/260812-link-manage-connections-reconnect.md +++ b/blog/260812-link-manage-connections-reconnect.md @@ -21,9 +21,9 @@ With the new manage connections experience, business users can: - Reconnect with confidence - when a user authenticates with their accounting software, Link validates that the company they're reconnecting matches the one originally connected. - Catch mistakes before they happen - if the identities don't match, the user sees a clear warning that they're about to connect a different company, with the option to confirm or go back and select the correct one. - +![A disconnected Oracle NetSuite connection in Link showing connection details and a Reconnect button](/img/updates/Relink-1.png "Reconnect a disconnected platform") - +![A warning in Link showing that the selected company does not match the previously connected company, with options to reselect or cancel](/img/updates/Relink-2.png "Company mismatch warning") The reconnection experience is available for QuickBooks Online, Oracle NetSuite, and Sage Intacct connections via embedded Link. diff --git a/static/img/updates/Relink-1.png b/static/img/updates/Relink-1.png new file mode 100644 index 000000000..cbd2831d6 --- /dev/null +++ b/static/img/updates/Relink-1.png @@ -0,0 +1,3 @@ +version https://git-lfs.github.com/spec/v1 +oid sha256:9c5fee97b6faf65facddd37560107146ee359d144c675de23d9858a926f25cbd +size 44645 diff --git a/static/img/updates/Relink-2.png b/static/img/updates/Relink-2.png new file mode 100644 index 000000000..1b718c7c1 --- /dev/null +++ b/static/img/updates/Relink-2.png @@ -0,0 +1,3 @@ +version https://git-lfs.github.com/spec/v1 +oid sha256:2c092a76214fcaa029cf0bee1830dde5934222a6c5f80a97759475934c7e521a +size 77594 From 88ed3f6c64c64d6b77eb8aaccf2faabaca1a80f4 Mon Sep 17 00:00:00 2001 From: Amit Vanjani Date: Wed, 12 Aug 2026 16:41:29 +0100 Subject: [PATCH 03/11] Display screenshots side by side Co-Authored-By: Claude Fable 5 --- ...60812-link-manage-connections-reconnect.md | 30 +++++++++++++++++-- 1 file changed, 27 insertions(+), 3 deletions(-) diff --git a/blog/260812-link-manage-connections-reconnect.md b/blog/260812-link-manage-connections-reconnect.md index 6adacd8f9..41c9fefad 100644 --- a/blog/260812-link-manage-connections-reconnect.md +++ b/blog/260812-link-manage-connections-reconnect.md @@ -21,9 +21,33 @@ With the new manage connections experience, business users can: - Reconnect with confidence - when a user authenticates with their accounting software, Link validates that the company they're reconnecting matches the one originally connected. - Catch mistakes before they happen - if the identities don't match, the user sees a clear warning that they're about to connect a different company, with the option to confirm or go back and select the correct one. -![A disconnected Oracle NetSuite connection in Link showing connection details and a Reconnect button](/img/updates/Relink-1.png "Reconnect a disconnected platform") - -![A warning in Link showing that the selected company does not match the previously connected company, with options to reselect or cancel](/img/updates/Relink-2.png "Company mismatch warning") +
+
+ A disconnected Oracle NetSuite connection in Link showing connection details and a Reconnect button +

+ Reconnect a disconnected platform +

+
+
+ A warning in Link showing that the selected company does not match the previously connected company, with options to reselect or cancel +

+ Company mismatch warning +

+
+
The reconnection experience is available for QuickBooks Online, Oracle NetSuite, and Sage Intacct connections via embedded Link. From 3620d321f73fe840362bccd4767eb2de76b6958f Mon Sep 17 00:00:00 2001 From: Amit Vanjani Date: Wed, 12 Aug 2026 17:11:07 +0100 Subject: [PATCH 04/11] Neaten screenshot presentation: equal heights, borders, styled captions Co-Authored-By: Claude Fable 5 --- ...60812-link-manage-connections-reconnect.md | 52 +++++++++++++++---- 1 file changed, 41 insertions(+), 11 deletions(-) diff --git a/blog/260812-link-manage-connections-reconnect.md b/blog/260812-link-manage-connections-reconnect.md index 41c9fefad..3e7d77ebf 100644 --- a/blog/260812-link-manage-connections-reconnect.md +++ b/blog/260812-link-manage-connections-reconnect.md @@ -24,29 +24,59 @@ With the new manage connections experience, business users can:
-
+
A disconnected Oracle NetSuite connection in Link showing connection details and a Reconnect button -

- Reconnect a disconnected platform -

-
-
+
+ Reconnect a disconnected platform +
+ +
A warning in Link showing that the selected company does not match the previously connected company, with options to reselect or cancel -

- Company mismatch warning -

-
+
+ Company mismatch warning +
+
The reconnection experience is available for QuickBooks Online, Oracle NetSuite, and Sage Intacct connections via embedded Link. From 40893e8ab477692d9527e56cf3000869d7624d96 Mon Sep 17 00:00:00 2001 From: Amit Vanjani Date: Wed, 12 Aug 2026 17:19:45 +0100 Subject: [PATCH 05/11] Reword caption to avoid glossary tooltip underline Co-Authored-By: Claude Fable 5 --- blog/260812-link-manage-connections-reconnect.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/blog/260812-link-manage-connections-reconnect.md b/blog/260812-link-manage-connections-reconnect.md index 3e7d77ebf..99a352564 100644 --- a/blog/260812-link-manage-connections-reconnect.md +++ b/blog/260812-link-manage-connections-reconnect.md @@ -74,7 +74,7 @@ With the new manage connections experience, business users can: color: "var(--ifm-color-emphasis-600)", }} > - Company mismatch warning + Mismatch warning when reconnecting From efe50eb28e51ca148dce1eab456e0d1cee4a4231 Mon Sep 17 00:00:00 2001 From: Amit Vanjani Date: Wed, 12 Aug 2026 17:42:25 +0100 Subject: [PATCH 06/11] Point manage connections setting at Portal Link settings, add screenshot Co-Authored-By: Claude Fable 5 --- blog/260812-link-manage-connections-reconnect.md | 4 +++- static/img/updates/manageconnection.png | 3 +++ 2 files changed, 6 insertions(+), 1 deletion(-) create mode 100644 static/img/updates/manageconnection.png diff --git a/blog/260812-link-manage-connections-reconnect.md b/blog/260812-link-manage-connections-reconnect.md index 99a352564..84994f305 100644 --- a/blog/260812-link-manage-connections-reconnect.md +++ b/blog/260812-link-manage-connections-reconnect.md @@ -89,7 +89,9 @@ Any client whose customers connect accounting platforms through embedded Link - The manage connections experience is available in the Link SDK. To set it up: -1. **Enable the manage connections setting** in your Link configuration to let authenticated users view and manage their existing connections. +1. **Enable the Manage connections setting** in the [Codat Portal](https://app.codat.io) under [Settings > Auth flow > Link](https://app.codat.io/settings/link-settings/onboarding) to let authenticated users view and manage their existing connections. You can also customize the title and subtitle shown on the manage connections screen. + + ![The Manage connections setting in the Codat Portal's Link settings, with a toggle and customizable title and subtitle](/img/updates/manageconnection.png "Manage connections setting in the Codat Portal") 2. **Get a company access token.** Authenticated features require an access token, retrieved server-side from the [Get company access token](/platform-api#/operations/get-company-access-token) endpoint (`GET /companies/{companyId}/accessToken`). Tokens are valid for 24 hours and scoped to a single company. 3. **Pass the token to the Link SDK** via the `accessToken` prop when initializing the component. 4. **Register your domain** using the [Set CORS settings](/platform-api#/operations/set-cors-settings) endpoint so the component can make authenticated requests from your site. diff --git a/static/img/updates/manageconnection.png b/static/img/updates/manageconnection.png new file mode 100644 index 000000000..61b70da73 --- /dev/null +++ b/static/img/updates/manageconnection.png @@ -0,0 +1,3 @@ +version https://git-lfs.github.com/spec/v1 +oid sha256:0ff6c4996c1da2977e0234fc72c5e159b4cc7c30dd8f3b70999de5e621118f78 +size 25251 From fc73f6dc64c9de3b5e6b3f05b04d45564060a918 Mon Sep 17 00:00:00 2001 From: Amit Vanjani Date: Thu, 13 Aug 2026 10:10:39 +0100 Subject: [PATCH 07/11] Apply review feedback: platform coverage, Hosted Link OTP relinking, 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 --- blog/260812-link-manage-connections-reconnect.md | 14 +++++++++----- 1 file changed, 9 insertions(+), 5 deletions(-) diff --git a/blog/260812-link-manage-connections-reconnect.md b/blog/260812-link-manage-connections-reconnect.md index 84994f305..5251bdf3d 100644 --- a/blog/260812-link-manage-connections-reconnect.md +++ b/blog/260812-link-manage-connections-reconnect.md @@ -79,11 +79,13 @@ With the new manage connections experience, business users can: -The reconnection experience is available for QuickBooks Online, Oracle NetSuite, and Sage Intacct connections via embedded Link. +The reconnection flow is available for all platforms. Validation against the previously connected company is currently available for QuickBooks Online, Oracle NetSuite, and Sage Intacct. + +Relinking is available in embedded Link, and in [Hosted Link](/auth-flow/authorize-hosted-link) for clients using [secure linking](/updates/250110-secure-linking) with one-time passwords (OTPs) enabled. ## Who is it relevant for? -Any client whose customers connect accounting platforms through embedded Link - particularly banks and lenders that rely on continuous, uninterrupted data from the same company for insights, monitoring, and credit decisioning. +Any client whose customers connect accounting platforms through Link - particularly banks and lenders that rely on continuous, uninterrupted data from the same company for insights, monitoring, and credit decisioning. ## How to get started? @@ -92,8 +94,10 @@ The manage connections experience is available in the Link SDK. To set it up: 1. **Enable the Manage connections setting** in the [Codat Portal](https://app.codat.io) under [Settings > Auth flow > Link](https://app.codat.io/settings/link-settings/onboarding) to let authenticated users view and manage their existing connections. You can also customize the title and subtitle shown on the manage connections screen. ![The Manage connections setting in the Codat Portal's Link settings, with a toggle and customizable title and subtitle](/img/updates/manageconnection.png "Manage connections setting in the Codat Portal") -2. **Get a company access token.** Authenticated features require an access token, retrieved server-side from the [Get company access token](/platform-api#/operations/get-company-access-token) endpoint (`GET /companies/{companyId}/accessToken`). Tokens are valid for 24 hours and scoped to a single company. -3. **Pass the token to the Link SDK** via the `accessToken` prop when initializing the component. -4. **Register your domain** using the [Set CORS settings](/platform-api#/operations/set-cors-settings) endpoint so the component can make authenticated requests from your site. +2. **Register your domain** using the [Set CORS settings](/platform-api#/operations/set-cors-settings) endpoint so the component can make authenticated requests from your site. +3. **Get a company access token.** Authenticated features require an access token, retrieved server-side from the [Get company access token](/platform-api#/operations/get-company-access-token) endpoint (`GET /companies/{companyId}/accessToken`). Tokens are valid for 24 hours and scoped to a single company. +4. **Pass the token to the Link SDK** via the `accessToken` prop when initializing the component. + +Using Hosted Link? Relinking is available there too when one-time passwords (OTPs) are enabled. We highly recommend setting this up - follow the instructions in our [secure linking](/updates/250110-secure-linking) update. Reach out to your account manager or our support team if you'd like help getting set up. From 72282ffb50a34a5c0569f4da9a9386e149313999 Mon Sep 17 00:00:00 2001 From: Amit Vanjani Date: Thu, 13 Aug 2026 10:23:11 +0100 Subject: [PATCH 08/11] Add disconnect screenshot as third panel Co-Authored-By: Claude Fable 5 --- ...60812-link-manage-connections-reconnect.md | 29 +++++++++++++++++-- static/img/updates/Disconnect.png | 3 ++ 2 files changed, 29 insertions(+), 3 deletions(-) create mode 100644 static/img/updates/Disconnect.png diff --git a/blog/260812-link-manage-connections-reconnect.md b/blog/260812-link-manage-connections-reconnect.md index 5251bdf3d..bbc1ad255 100644 --- a/blog/260812-link-manage-connections-reconnect.md +++ b/blog/260812-link-manage-connections-reconnect.md @@ -24,7 +24,7 @@ With the new manage connections experience, business users can:
+
+ A connected Xero connection in Link showing connection details and a Disconnect button +
+ Option to disconnect a connected platform +
+
The reconnection flow is available for all platforms. Validation against the previously connected company is currently available for QuickBooks Online, Oracle NetSuite, and Sage Intacct. diff --git a/static/img/updates/Disconnect.png b/static/img/updates/Disconnect.png new file mode 100644 index 000000000..a85307e75 --- /dev/null +++ b/static/img/updates/Disconnect.png @@ -0,0 +1,3 @@ +version https://git-lfs.github.com/spec/v1 +oid sha256:2c75a74be5ec977413b34bf76271db7eae62473b593fb032cd247ec2332bc34d +size 27189 From 7b07d244b1ca17ecc9a59e72d6f70d3a710709cd Mon Sep 17 00:00:00 2001 From: Amit Vanjani Date: Thu, 13 Aug 2026 10:55:02 +0100 Subject: [PATCH 09/11] Size screenshots so all three fit side by side on desktop Co-Authored-By: Claude Fable 5 --- blog/260812-link-manage-connections-reconnect.md | 8 ++++---- 1 file changed, 4 insertions(+), 4 deletions(-) diff --git a/blog/260812-link-manage-connections-reconnect.md b/blog/260812-link-manage-connections-reconnect.md index bbc1ad255..f0e8d52fd 100644 --- a/blog/260812-link-manage-connections-reconnect.md +++ b/blog/260812-link-manage-connections-reconnect.md @@ -24,7 +24,7 @@ With the new manage connections experience, business users can:
Date: Thu, 13 Aug 2026 11:04:45 +0100 Subject: [PATCH 10/11] Constrain figure width to image so captions wrap and all three panels fit in one row Co-Authored-By: Claude Fable 5 --- blog/260812-link-manage-connections-reconnect.md | 6 +++--- 1 file changed, 3 insertions(+), 3 deletions(-) diff --git a/blog/260812-link-manage-connections-reconnect.md b/blog/260812-link-manage-connections-reconnect.md index f0e8d52fd..75514dde6 100644 --- a/blog/260812-link-manage-connections-reconnect.md +++ b/blog/260812-link-manage-connections-reconnect.md @@ -31,7 +31,7 @@ With the new manage connections experience, business users can: margin: "1.5rem 0", }} > -
+
A disconnected Oracle NetSuite connection in Link showing connection details and a Reconnect button
-
+
A warning in Link showing that the selected company does not match the previously connected company, with options to reselect or cancel
-
+
A connected Xero connection in Link showing connection details and a Disconnect button Date: Thu, 13 Aug 2026 11:13:19 +0100 Subject: [PATCH 11/11] Fix caption width so figures size to their images 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 --- blog/260812-link-manage-connections-reconnect.md | 12 +++++++++--- 1 file changed, 9 insertions(+), 3 deletions(-) diff --git a/blog/260812-link-manage-connections-reconnect.md b/blog/260812-link-manage-connections-reconnect.md index 75514dde6..7bd0bcf41 100644 --- a/blog/260812-link-manage-connections-reconnect.md +++ b/blog/260812-link-manage-connections-reconnect.md @@ -31,7 +31,7 @@ With the new manage connections experience, business users can: margin: "1.5rem 0", }} > -
+
A disconnected Oracle NetSuite connection in Link showing connection details and a Reconnect button
-
+
A warning in Link showing that the selected company does not match the previously connected company, with options to reselect or cancel
-
+
A connected Xero connection in Link showing connection details and a Disconnect button