1. Access Admin Settings:
Log in to your Buildertrend account.
Navigate to Settings > Admin Settings.
2. Locate Existing Payment Integration:
Within Admin Settings, select the Accounting or Payments tab.
Identify the active payment integration you wish to disconnect
3. Disconnect the Current Payment Integration:
Click on the integration you intend to remove.
Choose the Disconnect or Disable Integration option.
Confirm your selection when prompted to finalize the disconnection.
4. Connect to Truss Payments:
Return to Admin Settings > Payments.
Select Add New Payment Integration.
Choose Truss Payments from the list and follow the on-screen instructions to complete the setup.
Important Considerations:
Data Retention:
Invoices and bills marked as paid before disconnection will retain their status.
Unpaid invoices and bills may lose their connection to the previous accounting software, necessitating manual updates after disconnection.
Reintegration:
If you choose to reintegrate with the previous payment service in the future, you'll need to re-establish links for jobs, cost codes, employees, and vendors.