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.
Companies can be created in one of two ways:
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) will be created as
Example Company Codat1.
Companies used to have a
status but this is being removed on June 9th. Given that a company can have multiple Data connections (each having their own
status), you should review the data connections' statuses to understand whether you can pull and push or if any action is required to re-link a connection.
Updated 5 months ago
Learn more about the sources of data Codat supports and the type of data.