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Commerce sync settings

Set commerce data types to automatically pull data when a company is first authorized

Update your sync settings to automatically retrieve commerce data from linked companies.

Update commerce sync settings in the Codat Portal

In the Codat Portal:

  1. In the navigation bar, click Settings > Data types.

  2. Find the following data types and set the Fetch on first link toggle to On:

    • Commerce - Company Info
    • Commerce - Orders
    • Commerce - Products
    • Commerce - Disputes
    • Commerce - Locations
    • Commerce - Transactions
    • Commerce - Customers
    • Commerce - Payments
    • Commerce - Payment Methods

    You can update the other Data type settings when you've decided how frequently you want to sync commerce data.

  3. Select Save Changes to update your configuration.

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