Wave

Learn about our Wave integration.

You can read accounting data from Wave using our Wave integration.

Set up the integration

Wave is a global accounting software that simplifies accounting processes for small business owners.

Before you can access data from customers using Wave for their accounting, you need to set up a Wave integration in the Codat portal. You'll need to:

• Register your Wave application on Wave's developer portal.
• Add the secure keys generated by your registration to the Codat portal.
• Enable your Wave integration in the Codat portal.

Register your application

Developer account details

• If you already have a Wave account, have your account details to hand.
• If you don't, create an account before you start registration.

To register your Wave application you need to use Wave's developer portal.

1. Go to the Wave Developer Portal and sign in.
   The Manage Applications page is displayed.
2. If you are using your account for the first time, select Get Started. Otherwise, select
   Create an application.
   The Create an application section is displayed.
3. Add the following details:
   • In the Name box, enter your company’s name. Your customers see this when they authorize your connection to their accounting system.
   • (Optional) In the Description box, you can write a short description of the application.
   • In the Redirect URIs box, enter https://wave.codat.io/oauth/callback
   • In the Logo box, select Choose File to upload your company logo. The logo appears on the authorization page that your customers see.

Logo displayed on authorization page

If you don't upload your own company logo, the Codat logo appears on the authorization page.

4. Read the terms of use carefully, and then scroll down and select the Yes, I agree checkbox.
5. Select Create your application.
   The page refreshes and shows a table that contains your application name, and description, if you added one.
6. Select your application name.
   The page refreshes and shows the secure keys that you need for the next stage of the process.
7. Either keep this page open in a separate browser tab or copy the Client ID and Client Secret to a Word document or similar.

Add your application's secure keys to the Codat portal

1. In the Codat Portal, go to the Accounting integrations page.
2. Locate Wave and click Set up.
3. Under Integration settings, enter the values for the Client ID and Client secret from your app in the Wave Developer Portal.
4. Click Save. A confirmation message appears if the settings were saved successfully
5. The Enable Wave dialog is displayed. Select whether to enable the integration now or later.

note

Make sure that your secure keys don't contain any spaces.

Enable the Wave integration

1. In the Codat Portal, go to the Accounting integrations page.
2. Locate Wave and click the toggle to enable the integration.

You can also click Manage to view the integration's settings page, and then enable the integration from there.