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:

• Xero (UK only)
• QuickBooks Online (UK and FR only)
• FreeAgent (UK only)

Required data types

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

Accounting:

• Company info
• Accounts
• Tax rates
• Customers
• Suppliers

Commerce:

• Orders
• Transactions
• Payments

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.