Prerequisites

Prerequisites to get started with Sync for Commerce.

Beta testing

SyncSync The process of fetching the latest data from a connected data source. Syncs can be triggered manually or run automatically on a schedule. for Commerce is in beta. If you are interested in building with SyncSync The process of fetching the latest data from a connected data source. Syncs can be triggered manually or run automatically on a schedule. for Commerce, please get in touch.

SyncSync The process of fetching the latest data from a connected data source. Syncs can be triggered manually or run automatically on a schedule. for Commerce must be enabled for your account. You can enable products in the Portal via Settings > Products as an Admin or Developer user.

Authentication

Authenticate with the Codat APIAPI A set of rules and protocols that allows different software applications to communicate with each other. Codat provides APIs for accessing financial data from accounting, banking, and commerce platforms. using your APIAPI A set of rules and protocols that allows different software applications to communicate with each other. Codat provides APIs for accessing financial data from accounting, banking, and commerce platforms. key.

Enable a supported platform

You need to set up one or more of the supported accounting software:

• Xero
• QuickBooks Online
• FreeAgent

Required data types

The following data types are required (and are enabled by default):

Accounting

• Company info
• Accounts
• Tax rates
• Customers
• Suppliers

Commerce

• Orders
• Transactions
• Payments