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Concept overview and key details

In Codat, a company represents a business sharing access to their data. Each company can have multiple data connections to different data sources such as one connection to Xero for accounting data, two connections to Plaid for two bank accounts and a connection to Zettle for POS data.

Typically each company is one of your customers.

When you create a company, you can specify a name and we will automatically generate a unique id for the company. You can also add a description to store any additional information about the company.

Creating a company

Companies can be created in one of two ways:

  1. Using the POST /companies

  2. Using the Codat portal.

Forbidden characters in company names

Company names may only contain letters, numbers, spaces, and the following symbols: -, ', &, @, ., ,, ?, !.

Any forbidden characters will be removed from your company name. For example: Example Company (Codat[1]) will be created as Example Company Codat1.

Managing your companies

You have two options for managing companies: