Overview and prerequisites

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Sync for Commerce: beta testing

Note that Sync for Commerce is in beta testing.

Sync for Commerce allows you to push merchants' data from your payments, 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 need, 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.

Sync for Commerce build stages

Building Sync for Commerce consists of the following stages:

  1. Accounting platform selection. Build a UI that allows a merchant to select the accounting platform they wish to sync their sales data into.
  2. Merchant configuration. Build a configuration flow that should allow the merchant to configure the way they want to sync their sales and payments data. The flow should also enable merchants to review and edit their settings at a later date, as well as pause or delete their connection if required.

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Use our no-code solution

If you are looking for accelerated speed-to-market, you can skip this stage and use Codat’s white-labeled no-code solution.

  1. Data pushing. Push the merchant’s data to Codat’s Sync endpoints. Codat processes the data and sends it in an aggregate and valid format to the accounting platform of the merchant’s choice.
  2. Ongoing support. Using the resources supplied by Codat, provide your merchant with the ongoing support of the solution.

Sync for Commerce merchant journey

Here is an example of a merchant Sync for Commerce user journey based on the build stages described above:

  1. Accounting platform selection. A merchant is presented with a UI that features a 'Connect to {an accounting platform name}' button. The merchant clicks the button and is directed to their accounting platform UI where they are prompted to authorize.
  2. Merchant configuration. Once the merchant has granted access to their accounting data, Codat automatically pulls all the accounting data required to enable the merchant configuration. The merchant is presented with a configuration flow where they can then set their sync schedule, configure the data mapping, review the configuration, as well as pause or delete their connection.
  3. Data pushing. No action is required from the merchants at this step.
  4. Ongoing support. 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.

Sync for Commerce prerequisites

Sync for Commerce should be enabled for your account.

Authentication

Authenticate with the Codat API using your API key.

Supported platforms

Before you can enable Sync for Commerce, you need to register for and configure one of the supported platforms:

Required data types

The following data types are required (enabled by default):

Accounting:

Commerce:

Continuous sync

To ensure Sync for Commerce works properly, enable continuous syncs:

  1. Navigate to Integrations (navigation bar) > Accounting.
  2. Find the integration that you will be using with Sync for Commerce and click Manage.
  3. Enable the option to Allow continuous data sync and Save.

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