Core concepts
Understand key terms and definitions used in Codat's solutions
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 an SMB user who has granted you access to view a subset of their accounting, commerce, or banking data*mdash;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. | |
Data Connections | A data connection represents the connection between a company and one of their sources of business data, such as an accounting platform or payments system. Each data connection is unique to a specified Codat integration. Data connections have a current state; a When creating them, integration-specific connection information, such as access tokens to allow for migrations into Codat can be provided. | |
Integrations | An integration is a connection to an external source of business data in an accounting, commerce or banking app or platform that's used by an SMB. For example, the Xero, Shopify, and Plaid integrations provide connections to those respective platforms. Integrations are designed, built and maintained by Codat, and updated periodically to accommodate changes to the source data and provider APIs. Integrations have a | Configure your Accounting Integrations |
Sync Settings | Codat allows you to configure the types of data and frequency you update the data from | |
Alerts | Codat allows you to receive notifications by webhook or email for a number of events, such as when a | |
Users | 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. | |
Data Status | When looking at the status of a refresh of data in the Codat Portal, you may see datasets in various states, such as |
Updated 2 days ago