Pause, Archive, or Delete a Connection

If you've closed a bank account or no longer want to use a specific connection in Digits, you can archive it. Archiving removes the connection from your active list and clears any related alerts—like reminders to re-authorize.

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Pause vs. Archive vs. Delete — What’s the difference?

Action	What it Does	Best used when...
Pause	Stops importing new data, but keeps the connection active. Existing transactions stay in the Ledger.	You’re temporarily pausing activity and may reconnect later.
Archive	Permanently disables the connection. No new data will be imported; existing data remains. Removes re-auth alerts from view.	The account is fully closed or no longer relevant.
Delete	Permanently removes all transactions tied to the archived connection(after you archive).	You need to remove all the transactions from a connection.

Note: Archiving removes the connection from view and stops any re-authorization reminders or alerts.

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Pause or Archive a Connection

1. Log in to your firm’s dashboard.

2. Click the client you need to manage connections for.

3. In the left navigation menu, click Connections.

4. Click All Connections.

1. Click the connection you’d like to manage.

2. Select Pause or Archive.

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Deleting a Connection

Warning: Deleting a connection permanently removes all associated transactions. This can affect reconciliations and reports. Double-check before proceeding.

How to delete a connection:

1. Archive the connection first.

2. Click Manage next to the archived connection.

1. Under Manage Connection, select Delete and follow the prompts.

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FAQs

If I archive a connection, do past transactions disappear?

No. Archiving stops future imports and hides the connection from active views, but existing transactions remain in the Ledger.

Can I undo a deleted connection?

No. Deleting permanently removes all transactions from that connection. Consider archiving instead if you might need historical data.

Which should I choose: Pause or Archive?

Choose Pause for a temporary stop (you plan to resume). Choose Archive if the account is closed or you’re done with it, but want to keep history.

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Need help? Contact Digits Support at [email protected]