The sync process explained
The end to end sync process for pushing expenses to your customers accounting software
After the company has categorized their expenses using the mapping options, you can create expense-transaction datasets, in the response you will receive a
You can then initiate the sync process for multiple datasets by making an API request to the sync endpoint.
syncId will be returned to the response payload.
You can initiate multiple syncs at once. Codat will manage the queueing of these syncs and push the data to the accounting platform.
Check sync status
There are three ways to check the status of the sync:
Using webhooks and the
Polling the sync status endpoint
Using the Sync Health Site for Sync for Expenses
Sync status codes
|1010||In Progress (Long running - over ten minutes)|
|2000||Success (Data pushed)|
|2040||Success (No data pushed)|
|4260||Accounting platform billing expiry|
|5000||Generic Server error|
|5120||Data processing error|
|5130||Data push error|
Once the sync has completed, you should check whether the transactions were successfully synced to the accounting package. This can be done via the transaction metadata endpoint
To post the attachment for each
transactionId with a status of
Completed and integrationType of
expense, call the attachment endpoint