File upload integrations

The file upload integrations provide simple file upload functionality within Link. You can capture accounting and banking documents instead of, or in addition to, data accessed through our accounting and banking integrations.

Files uploaded by your customers can then be downloaded from within the Codat Portal.

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Data uploaded from files isn't extracted and so isn’t available via the Codat API. Files must be manually downloaded.

File upload requirements

Uploaded files must meet the following requirements:

  • Up to 20 files can be uploaded at a time.
  • PDF, XLS, XLSX, XLSB, and CSV files can be uploaded.
  • Files can be up to 10MB in size.
  • Files are automatically scanned for viruses.

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Although we scan all uploaded files for viruses, we recommend that you do the same for optimum security.


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