Companies
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.
How do I create a company?
Companies can be created in one of two ways:
-
Using the POST /companies
-
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 asExample Company Codat1
.
To learn more about how you can manage companies via the Portal, read this document.
To learn how to manage companies via Codat's API, read this document.
Updated 4 months ago