Set up FreeAgent

Before you can access data from customers using FreeAgent for their accounting, you need to set up a FreeAgent integration in the Codat Portal. You'll need to:

  • Register a new application on FreeAgent’s developer site.
  • Add your secure keys in the Codat Portal.

Register a new application on FreeAgent's developer site

To retrieve the credentials for the Codat Portal we will need to create a FreeAgent developer account/app.

  1. Visit the FreeAgent developer site and log in or create an account.
  2. In the top menu, Select My Apps, and then select Create New App.
  3. Fill in the form with details of the app.
    • The name of the app will be displayed to the user linking their accounts, so it should identify you.
    • The OAuth redirect URLs must be as follows:
      • For Production: https://freeagent.codat.io/oauth/callback.
      • For UAT: https://freeagent-uat.codat.io/oauth/callback.

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Accountancy Practice API box

You don't need to select the Accountancy Practice API box.

  1. Select Create App.
    The OAuth identifier and secret for this app are displayed. You will need these credentials for the next stage of the process.

Add your secure keys in the Codat Portal

  1. Open the Codat Portal and log in.
  2. In the left pane, select Integrations > Accounting.
  3. Scroll down to the FreeAgent integration and select Manage.
  4. Paste the OAuth identifier into the Client ID box and the OAuth secret into the Client Secret box.
  5. Select Save.
  6. Go back to Integrations > Accounting, and use the toggle to update the FreeAgent integration from Disabled to Enabled.

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Spaces in secure keys

Make sure that your secure keys don't contain any spaces.

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FreeAgent Sandbox

Currently, Codat does not support linking to the FreeAgent sandbox.


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