Disconnecting providers and deleting your account

This page describes exactly what you can do yourself in Zyven today and what currently requires a request to our team.

1. Disconnect a bank account (Plaid) — self-service

Sign in as the business owner, open Integrations and choose Disconnect next to the bank connection. Zyven then:

• asks Plaid to remove the connection (Plaid's /item/remove);
• marks the connection as revoked in your account;
• overwrites the stored access token so it can no longer be used;
• stops all future syncs for that connection.

If Plaid cannot be reached at that moment, the disconnect is recorded as pending and retried; the connection is not left silently active. Accounts and transactions already synced from that connection stay in your Zyven history for 90 days after the disconnect and are then deleted automatically by a nightly job; you can have them removed sooner by requesting account deletion (step 3). You can also manage or revoke Zyven's access from your bank's Plaid connection settings where your bank offers them.

2. Disconnect Square — self-service

From Integrations, choose Disconnect next to Square. Zyven revokes its OAuth token with Square, marks the connection revoked and stops syncing. You can also revoke Zyven from your Square dashboard under connected applications.

3. Delete your whole account — by request

Full account deletion is not yet available as a button in the app. To delete your account and all data associated with your business, email [email protected] from the email address on the account with the subject "Delete account".

What happens next:

• We acknowledge your request within 2 business days.
• We verify that the request comes from the account owner (we may ask you to confirm from inside the app or answer a question about your account). The 30-day target below starts when this verification is complete.
• We disconnect any remaining Plaid and Square connections as described above if you have not already done so.
• We delete your users, business, preferences, synced payments, payouts, bank accounts and transactions, daily profit figures, forecasts, briefs, suggestions, assistant conversations, provider webhook records and audit records from our production database using a scoped deletion procedure that previews the affected records, requires explicit confirmation of your business identifier, and then verifies that zero records for your business remain before it reports success.
• We confirm completion to you by email. Target: within 30 days after identity verification.

Deleted records may persist in our hosting provider's database backups for a limited period after deletion before they age out. Plaid and Square retain data under their own policies; deleting your Zyven account does not delete your Square or bank accounts.

4. Request a copy of your data

Data export is not yet available in the app. Email [email protected] from the email address on the account; after verifying the request we produce a read-only export of your account and synced records, scoped to your business only, and deliver it to you.