If a client connected to FabricAI switches to another accounting firm, you should proceed as follows:
The accounting firm from which the client is leaving should ensure that the API connection to FabricAI is terminated on the accounting software side. It is also recommended to remove the client from the team in the FabricAI portal so that it does not remain lingering on client lists.
The accounting firm to which the client is moving can connect the transferring client to FabricAI according to the normal process by following our instructions (see in our instructions the articles corresponding to the correct accounting software).
The same instructions apply in a situation where, within a single accounting firm, a client switches from one accounting software to another: the API connection is terminated in the old environment and the connection is then made in the new accounting software normally according to our instructions.
This article has been translated using an AI-based translation tool. The contents or wording of these instructions may differ from those in other instructions or in the software.