Step 3: Explore
Gain immediate insight into the finances of the linked company by:
- Checking data freshness
- Accessing synchronised data
- Pushing data (creating/updating records)
Check data freshness
- Go to Codat's Swagger page.
- Under Companies, use the GET /companies/{companyId}/dataStatus endpoint to check the last time a data type was synchronised.
- The status for the last time each data type was synced successfully:
lastSuccessfulSync.
Sample request
{
"chartOfAccounts": {
"dataType": "chartOfAccounts",
"lastSuccessfulSync": "2021-02-21T16:54:16.4132953Z",
"currentStatus": "Complete",
"latestSyncId": "4feecd4a-bfb1-4f75-b023-058706be2205",
"latestSuccessfulSyncId": "4feecd4a-bfb1-4f75-b023-058706be2205"
},
"profitAndLoss": {
"dataType": "profitAndLoss",
"lastSuccessfulSync": "2021-02-21T16:54:16.8064765Z",
"currentStatus": "Complete",
"latestSyncId": "bb29b7f0-d391-4541-a719-3ec3ba1eba4b",
"latestSuccessfulSyncId": "bb29b7f0-d391-4541-a719-3ec3ba1eba4b"
},
Access synchronised data
Codat exposes endpoints for easily querying each of the supported data types; each of these endpoints is detailed in our Swagger documentation.
For example, when querying invoices, you can use the GET /companies/{companyId}/data/invoices endpoint, with query string parameters as below:
companyId – ID of the company you wish to view a data type record (see GET /companies endpoint to get companyId)
pageSize – the size of page you wish to retrieve
page – which page number you wish to retrieve
orderBy – the property you wish to order the response by
query – any filter you wish to perform on the returned data (see Querying for details)
Sample request
{
"results": [
{
"id": "0736c578-3e50-458a-881a-f4326c88bd85",
"invoiceNumber": "19959991",
"customerRef": {
"id": "06bf0258-4a11-4a44-b141-a991fcb1d7c7",
"companyName": "Speedy Gonzales"
},
"issueDate": "2018-10-05T14:18:10",
"dueDate": "2018-10-20T14:18:10",
"modifiedDate": "2021-02-24T17:41:44",
"sourceModifiedDate": "2018-10-05T14:18:10",
"paidOnDate": "2018-10-05T15:13:26",
"currency": "USD",
"lineItems": [
{
"description": "ACMEDisintegratingPistol",
"unitAmount": 25,
"quantity": 2,
"discountAmount": 0,
"subTotal": 50,
"taxAmount": 5,
"totalAmount": 55,
"trackingCategoryRefs": []
}
],
Push data (creating/updating records)
Codat supports two types of push to a company's data source:
- operations to create a record in a company's accounting software (POST) and
- operations to update an existing record (PUT).
Create new data
The endpoint for pushing a record is as follows:
POST /companies/{companyId}/connections/{connectionId}/push/{dataType}.
An example would be posting a new invoice to an accounting package for your company.
Required parameters
companyId – ID of company you wish to create new data type record (see GET /companies endpoint to get companyId)
connectionId – ID of linked platform you wish to create new data type record (see GET /companies/{companyid}/connections endpoint to get connectionId)
{
"invoiceNumber": "4000",
"customerRef": {
"id": "06bf0258-4a11-4a44-b141-a991fcb1d7c7",
"companyName": "Codat INC"
},
"issueDate": "2021-02-22T22:40:50Z",
"dueDate": "2021-12-25T00:00:00Z",
"currency": "GBP",
"lineItems": [],
"paymentAllocations": [],
"status": "Draft",
"note": "Details of breakdown available on request."
}
{
"data": {
"id": "1cee946c-7118-4a89-b924-e9e043b0a294",
"invoiceNumber": "4000",
"customerRef": {
"id": "06bf0258-4a11-4a44-b141-a991fcb1d7c7",
"companyName": "Codat INC"
},
"issueDate": "2021-02-22T22:40:50Z",
"dueDate": "2021-12-25T00:00:00Z",
"modifiedDate": "2021-03-01T15:38:09.0606776Z",
"currency": "GBP",
"lineItems": [],
"paymentAllocations": [],
"totalTaxAmount": 0,
"totalAmount": 0,
"amountDue": 0,
"status": "Draft",
"note": "Details of breakdown available on request."
},
"dataType": "invoices",
"companyId": "9c3e7a15-de30-4ceb-8293-56763c10f5be",
"pushOperationKey": "7f6b2d91-339a-4e9c-95dd-37609d55063e",
"dataConnectionKey": "2c7a0f95-369a-4463-ba40-bec54aebf73b",
"requestedOnUtc": "2021-03-01T15:38:08.8123391Z",
"completedOnUtc": "2021-03-01T15:38:09.2462587Z",
"status": "Success",
"validation": {
"errors": [],
"warnings": []
},
"statusCode": 200
}
Update existing data
In addition to POST type of push operation, Codat supports push operations to update an existing record - PUT.
The endpoint for pushing a record is as follows: PUT/companies/{companyId}/connections/{connectionId}/push/{dataType}.
An example would be updating the status of an invoice in an accounting package for your company.
Required parameters
companyId – ID of company you wish to update existing data type record (see GET /companies endpoint to get companyId)
connectionId – ID of linked platform you wish to update existing data type record (see GET /companies/{companyid}/connections) endpoint to get connectionId
invoiceId – ID of existing invoice data you wish to update (see GET /companies/{companyId}/data/invoices endpoint to get invoiceId)
{
"status": "Submitted",
}
{
"data": {
"id": "1cee946c-7118-4a89-b924-e9e043b0a294",
"customerRef": {
"id": "06bf0258-4a11-4a44-b141-a991fcb1d7c7",
"companyName": "Codat INC"
},
"issueDate": "0001-01-01T00:00:00Z",
"modifiedDate": "2021-03-01T15:54:09.3456723Z",
"lineItems": [],
"paymentAllocations": [],
"totalTaxAmount": 0,
"totalAmount": 0,
"amountDue": 0,
"status": "Submitted"
},
"dataType": "invoices",
"companyId": "9c3e7a15-de30-4ceb-8293-56763c10f5be",
"pushOperationKey": "18b557a7-5a9a-40a6-8894-60f9413eac3a",
"dataConnectionKey": "2c7a0f95-369a-4463-ba40-bec54aebf73b",
"requestedOnUtc": "2021-03-01T15:54:08.9565464Z",
"completedOnUtc": "2021-03-01T15:54:09.4526621Z",
"status": "Success",
"validation": {
"errors": [],
"warnings": []
},
"statusCode": 200
}
Data in Codat
For more information about data management in Codat go to:
Updated 6 months ago