Throughout this documentation, you will come across a number of core concepts and terms used throughout our Products:
Concept
Description
Next Steps
Companies
A company 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).
Each company has one or more data connections that connect the company to a Codat integration for accounting, commerce or banking.
A data connection represents the connection between a company and one of their sources of business data, such as an accounting app or payments system.
Each data connection is unique to a specified Codat integration.
Data connections have a current state; a linkUrl to allow SME users to authorize or reauthorize the data connection to their contributed data; and other metadata, such as the last refresh date.
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 sourceType that describes the type of data they provide: either Accounting, Commerce (sales data), or Banking.
Codat allows you to receive notifications by webhook or email for a number of events, such as when a Company has refreshed their data or a Data Connection has become deauthorized so you can take the appropriate action.
