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Use the Maxio integration

When an SMB user has linked their Maxio account, access their subscriptions and billing data by making proxy requests to the Maxio API

The Maxio integration doesn't yet expose standardized data types or provide any data visualization or metrics (for example, in Lending).

Instead, when an SMBSMB The primary customer segment that Codat helps businesses serve, typically companies with annual revenues under $500 million. customer (a companyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources.) has linked their Maxio account, you can access their subscriptions and billing data through the proxy endpoint in the Codat APIAPI A set of rules and protocols that allows different software applications to communicate with each other. Codat provides APIs for accessing financial data from accounting, banking, and commerce platforms.. Only GET requests are currently supported.

By default, Codat disables users from making proxy requests. To enable proxy for Maxio, contact your account manager or raise a ticket with our support team through the support request form.

Send a proxy request

To proxy to the Maxio APIAPI A set of rules and protocols that allows different software applications to communicate with each other. Codat provides APIs for accessing financial data from accounting, banking, and commerce platforms., send a GET request to the proxy endpoint:

GET /companies/{companyId}/connections/{connectionId}/data/proxy?endpoint=MAXIO_ENDPOINT

Replace MAXIO_ENDPOINT with the desired Maxio APIAPI A set of rules and protocols that allows different software applications to communicate with each other. Codat provides APIs for accessing financial data from accounting, banking, and commerce platforms. object, which must be URL encoded. For example, use customers.json to query a companyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources.'s list of customers in Maxio.

To view a list of all available endpoints, see the Maxio API documentation.

Note: Maxio's docs are still in the name of their old brand, Chargify.


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