Data sources
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      Delete a source

      Learn how to delete a source and its data.

      Deleting a source deletes all the elements it has imported.

      • Client imforation
      • Investments
      • Insurances

      If you need to keep the imported data, use the Disable a source fonction instead.

      Delete a source

      1. Select the source to be deleted in one of two ways:
        • Click on the source in the Dashboard Data Sources widget.
        • Click on the Data button in the main menu and then on the source.
      2. Click on the Options button and select the Delete option.

        Supprimer une source - EN

      3. Read the message in the next window before continuing.

        Avis suppression dune source - EN
      4. Enter the source name in the Confirm the source to be deleted field and click on the Delete button.