Throughout this documentation, you will come across a number of core concepts and terms used throughout our Products:
represents a SME user who has granted you access to view a subset of their accounting, commerce or banking data (referred to as their consented data).
has one or more
that connect the company to a Codat
for accounting, commerce or banking.
integration Read more about Companies Follow our guide to creating your first Company
represents the connection between a
and one of their sources of business data, such as an accounting app or payments system.
is unique to a specified Codat integration.
Data connections have a current state; a
to allow SME users to authorize or reauthorize the data connection to their contributed data; and other metadata, such as the last refresh date.
linkUrl Read more about Data Connections Follow our guide to creating your first Company
An integration is a connection to an external source of business data in an accounting, commerce or banking app or platform used by a SME. For example, the Xero, Shopify and Plaid integrations.
Integrations are designed, built and maintained by Codat, and updated periodically to accommodate changes to the source data and provider APIs.
Integrations have a
that describes the type of data they provide: either Accounting, Commerce (sales data), or Banking.
sourceType Read more about Integrations Configure your Accounting Integrations Configure your Banking Integrations Configure your Accounting Integrations
Codat allows you to configure the types of data and frequency you update the data from
data connections Configuring your Sync Settings
Codat allows you to receive notifications by webhook or email for a number of events, such as when a
has refreshed their data or a
has become deauthorized so you can take the appropriate action.
Data Connection Setup and Configure your Alerts
Codat allows you to add users to your instance, with different roles and permissions; and also to manage Single Sign On with Google or Microsoft.
Read more about administrating users on your Codat instance
When looking at the status of a refresh of data in the Codat Portal, you may see datasets in various states, such as
AuthError Read more about the possible statuses and what they mean