Configure integrations
Sign up and explore whether Codat suits your needs
With Codat, you can access data from 30+ accounting, ERP, eCommerce, PoS, payments, and banking platforms.
Just playing around?
Use our Codat sandbox integrations to see Codat APIs in action without the upfront hassle of setting up any integrations.
Get up and running with Xero quickly to test a real integration by following our first ten minutes video tutorial.
Setting up other integrations
You can enable the integrations you need via the Portal. Each integration configuration page shows the needed credentials and includes links to integration-specific documentation and the integration's own developer portal.
See our detailed integration-specific documentation for more information about the integrations you need.
Accounting Data
Using the Codat Portal, you have the option to choose which accounting packages should be shown on the link site.
These are configured on the Portal by going to the Integrations menu and selecting Accounting. Here you will see a list of possible accounting integrations, the ability to toggle the integration on, and as you hover over each integration the option to Manage.
These configurations are possible via the Codat API, but the Portal is recommended for ease. Further detailed guides on configuring these are available in the Accounting integrations overview.
Banking Data
Using the Codat Portal, you have the option to choose which integration should be used for each banking source. To configure your banking integrations and sources, see Banking integrations overview to enable your integrations and select the relevant Banking Sources.
Commerce Data
Within the Codat Portal, you also have the ability to select which commerce platforms are available on the link site.
These are configured on the Portal by going to the Integrations menu and selecting Commerce. Here you will see a list of the available commerce integrations. Further detailed guides on configuring these are available in the Commerce integrations overview.
Read next
- Video guide: You first ten minutes with Codat
- All integrations