The Codat Bank Sync module is a RESTful web service, built on top of the Codat Core API, that simplifies enabling the synchronisation of business banking customers bank transaction data with their accounting software.
Pull vs Push Bank Transactions
This module pushes bank transactions into accounting software. For pulling bank transactions only see Integrations.
- Fetching data from a source of bank (or bank-like) transaction data.
- An endpoint for setting configuration on how a synchronisation should function, for each customer.
- Scheduler to run synchronisation on a regular basis, if required.
- Insertion of required transactions into accounting software.
Updated about a year ago
|Banking Module configuration|