The Codat Portal home page gives you a quick way of seeing the products you're using in your Codat environment, and a break down of your Company connections by status.
This section shows you some useful resources including our getting started guides for both technical and non-technical users, and where to find your API keys (if your user role allows you access).
This section shows you which products are enabled for your account. By default, Accounting API, Banking API, and Commerce API are enabled.
Clicking Manage products takes you to the Products and plans page, where you can manage the products you have enabled, and enable additional products.
This section gives you a real-time insight on the number of companies and the current statuses of their data connections.
Dashboard connection status
A company is considered to be a "Linked" company if it has at least one
A company is considered to be an "Unlinked" company if it is not "Linked" and has at least one
Not yet linked
A company is considered to be a "Not yet linked" company if it has no data connections or all of its data connections are
All time linked
A company is considered to be an "All time linked" company if it had a linked data connection at any point of time, even if their current connection status is
- You can access the list of companies by selecting the View all companies button.
- All the statuses can be accessed via API using the Metrics endpoint.
Updated 14 days ago