Exit confirmation in Embedded Link

We've added a new exit confirmation overlay to Embedded LinkLink The authorization flow that allows end users to connect their accounting, banking, or commerce platforms to your application via Codat.. It appears when users attempt to close an in-progess connectionConnection A link between a Codat company and a data source (like an accounting platform). Each connection represents authorized access to pull or push data from that platform. flow, helping prevent accidental drop-offs.

What's new?

When users click the Close button during an active connectionConnection A link between a Codat company and a data source (like an accounting platform). Each connection represents authorized access to pull or push data from that platform. flow in Embedded LinkLink The authorization flow that allows end users to connect their accounting, banking, or commerce platforms to your application via Codat., they will now see an exit confirmation overlay. The overlay includes:

• An exit confirmation prompt
• A clear warning about the loss of progress
• Two possible actions:
  • Finish connecting returns the user to complete the flow.
  • Exit without saving stops the progress of the connectionConnection A link between a Codat company and a data source (like an accounting platform). Each connection represents authorized access to pull or push data from that platform. flow.

This improvement reduces accidental drop-offs, improves conversion rates by giving users a moment to reconsider, and provides better user experience by clarifying the consequences of exiting the flow.

Who is this relevant for?

This update is relevant for all customers using Embedded LinkLink The authorization flow that allows end users to connect their accounting, banking, or commerce platforms to your application via Codat. and is especially useful when improving connectionConnection A link between a Codat company and a data source (like an accounting platform). Each connection represents authorized access to pull or push data from that platform. completion rates and reducing user drop-offs during the onboarding flow.

onCLose callback required

To use this feature, include an onClose callback in your implementation. This callback determines whether the Close button is displayed.

How to get started?

If your Embedded LinkLink The authorization flow that allows end users to connect their accounting, banking, or commerce platforms to your application via Codat. implementation includes an onClose callback, no further action is required. This feature is automatically enabled, and the overlay will appear whenever a user clicks the Close button during an active connectionConnection A link between a Codat company and a data source (like an accounting platform). Each connection represents authorized access to pull or push data from that platform. flow.

If you want to include an onClose callback, start with our Use callback functions documentation.