📘

Required permissions

You'll need to be an Administrator or Developer user to create rules. Analyst users can view alerts but not create or modify rules.

Manage rules from the Codat portal

Create a new rule

1. Sign in to the Codat Portal.
2. In the navigation bar, select Monitor.
3. Select Alerting rules.
4. Select Create new rule.
   The Create new rule modal is displayed.
5. From the Rule type dropdown, select the event you would like to be notified of. See Rule types for more details of the events that trigger an alert and the details included the alert.
6. In the Company dropdown, select the company that you would like to monitor, or select All companies to make all companies trigger this rule.
7. By default, alerts triggered by rules are shown in the Codat Portal, but you can also choose to send them by email or post them to a webhook. To do this:

• In the Email notifiers box, enter a comma-separated list of email addresses that should receive the alert.
• In the Webhook notification URL box enter the URL that you would like alert details posted to. See Webhook alerts for more details.

7. Select Save changes.

Update an existing rule

You can update the company you want to monitor, or the notification methods you want to use for a rule at any time.

1. Follow steps 1 and 2 in Create a new rule.
2. On the Alerting rules page, find the rule you're interested in and click its Edit icon.
3. Update the rule as required.
4. Select Save changes.

Manage rules from the Codat API

📘

Rule types

Rule types must be entered exactly as shown below:

• Data sync completed
• New company synchronised
• DataConnectionStatusChanged
• Data Sync Status Changed To Error
• Push Operation Status Changed()
• Push Operation Timed Out
• Dataset data changed
• Account Categories Updated

Create a new rule using the API

When you set up a new rule using the API, you can also set up email or webhook notifications to tell you when a rule condition is met.

1. Open the POST /rules endpoint.
2. Enter the following details:

• The companyId for the company that you want to apply the rule to. Omit this for the rule to apply to all companies.
• The type of rule that you would like to set up using the exact naming shown above.
• (Optional) email addresses that you would like any notifications sent to.
• (Optional) the URL of the webhook that you would like notifications sent to.

3. Send your request to create the rule.

Example body for a company-specific rule

{
  "companyId": "4444b734-91b6-4e63-8f8e-9f01e688162b",
  "type": "DataConnectionStatusChanged",
  "notifiers": {
    "emails": [
      "[email protected]"
    ],
    "webhook": "https://test.codat.com/codat"
  }
}

Example body for an all-companies rule

{
  "type": "DataConnectionStatusChanged",
  "notifiers": {
    "emails": [
      "[email protected]"
    ],
    "webhook": "https://test.codat.com/codat"
  }
}

Update an existing rule

You can update the email and notification details for a rule at any time. Before you start, you need to find the ID of the rule that you want to update.

Find the rule details

Use the GET /rules endpoint to return a full list of all rules. If you add the query parameter companyId to your request, rules that apply to all companies do not appear.

Update the rule

1. Open the PUT /rules/{ruleId} endpoint.
2. Replace {ruleId} with the ID of the rule you want to update.
3. Enter your rule details, and update any email and webhook details as required. If you want to apply the changes to all companies, leave out the companyId parameter and value.

Example body for updating a rule

{
  "id": "44445936-afe0-4625-a326-14c93354e66a",
  "companyId": "4444b734-91b6-4e63-8f8e-9f01e688162b",
  "type": "DataConnectionStatusChanged",
  "notifiers": {
    "emails": [
      "[email protected]"
    ],
    "webhook": "https://anothertest.codat.com/codat"
  }
}