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This article explains how to remove or update the administration sync in a client file, helping you keep your data accurate and up to date.

Table of contents 

How to remove administration synchronisation from a file?

To remove existing  administration synchronisation in a client file,  please perform the following steps:

  1. On the client file overview screen, click the ‘Edit client’ button.
  2. Click on the 'Sync' tab.
  3. In the ‘Client information data sync’ section, click the pencil icon.
  4. From the drop-down menu, select ‘Remove the administration synchronisation’.
  5. Click 'Save changes'. 

How to update administration synchronisation in a file?

To update administration synchronisation in a client file,  please perform the following steps:

  1. On the client file overview screen, click the ‘Edit client’ button.
  2. Click on the 'Sync' tab.
  3. In the ‘Client information data sync’ section, click the pencil icon.
  4. Select the correct sync entity from the list of available administration syncs.
  5. Assign the correct company reference (usually the name of the client file).
  6. Save changes.