Registration with TrueLayer is required to use Codat's TrueLayer open banking integration.
You can register directly with TrueLayer, or through Codat by contacting your account manager.
Follow the instructions in Set up your TrueLayer integration to create a TrueLayer account and configure your integration.
If you choose this approach, we manage the process of putting an agreement in place between TrueLayer and your organization.
- Contact your Codat account manager and inform them that you want to use our TrueLayer integration.
- We'll send you an additional agreement, which you must sign and return.
- When you're contacted by Codat, create a TrueLayer account as requested.
- Wait until Codat Support confirms that you can start using TrueLayer.
- Follow the instructions in Set up your TrueLayer integration to configure your integration.
When you're billed by Codat, your invoice shows a line for TrueLayer costs. For more information, contact your account manager.
Updated 11 days ago