Overview

Learn about Sync for Commerce and its key features.

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Sync for Commerce: beta testing

Note that Sync for Commerce is in the beta phase.

Sync for Commerce allows you to push merchants' data from your eCommerce or point-of-sale (POS) platform into each merchant's accounting platform.

We then do all the heavy lifting of mapping their data according to the best accounting practices and features available within each accounting platform.

This enables your merchants to seamlessly reconcile their e-commerce and accounting data, allowing them to spend more time on growing their business.

Sync for Commerce key features

  • Standardization. Codat handles the mapping and standardization of eCommerce and POS data to meet the requirements of different accounting platforms via a single integration.
  • Configurability. Codat provides a configuration API to power the user experience that allows merchants to choose how their data (e.g. accounts and tax rates) will be synchronized.
  • Ongoing synchronization. Enable the ongoing synchronization of data, including sales, refunds, and payments, aggregated on a daily basis.
  • Faster and simpler integration. Codat meets your merchants' core needs, ultimately saving them time and effort when reconciling their data.
  • Streamlined experience. Provide your merchants with the type of digital experience and connectivity they look for when choosing a provider.

How does Sync for Commerce work?

Here are the key stages of the Sync for Commerce flow:

  1. A merchant has to authorize access to their accounting platform. They are presented with a UI that features a list of accounting platforms that they can connect to.

  2. The merchant selects one of them and is directed to their accounting platform UI where they authorize access to their accounting data.

Once the access is authorized, the merchant configuration journey begins.

The journey includes the following events:

  1. A Codat company is created, and an accounting data connection is established.

  2. Codat automatically pulls all the accounting data required to enable the merchant configuration.

  3. A configuration JSON document is submitted to Codat. It includes information about how the data will be mapped to the accounting platform.

    The configuration is based on the options selected by the merchant as they complete the Sync Flow.

    To find out more about what's included in the configuration, read Data mapping configuration.

Stage 3: Data pushing

After the configuration is successfully submitted, you can start pushing the merchant’s data to Codat. Once the data is received, we handle its grouping and mapping according to the submitted configuration.

Next, the data is queued to be sent to the merchant’s accounting platform.

We continue handling the data that’s pushed to us automatically so that merchants can enjoy effortless and seamless daily reconciliation of their commerce data.

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To see how the data displays in the accounting platform after a successful synchronization via Sync for Commerce, read our Mapping specifications.

Validation and error messages provide the merchant with detailed instructions on how to resolve common issues. Your support teams investigate any issues with the merchant settings using Codat’s Sync Health site.


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