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Portal overview

Key concepts and elements of the Codat Portal

The Codat Portal home page gives you a quick way of seeing the products you're using in your Codat environment, the breakdown of your company connections by status, and the Portal's navigation bar.

This section allows you to access other sections of the Portal where you are able to set up, monitor, and use the Codat products.

Some navigation bar tabs (for example, the Developers tab) are only available to specific user roles.

Getting started​

This section shows you some useful resources including our getting started guides for both technical and non-technical users, and where to find your API keys (if your user role allows you access).

Your products​

This section shows you which products are enabled for your account. By default, Accounting API, Banking API, and Commerce API are enabled.

Clicking Manage products takes you to the Products page, where you can manage the products you have enabled, and enable additional products.

Dashboard​

This section gives you real-time insight into the number of companies and the current statuses of their data connections. Note that you can access the list of companies by selecting the View all companies button.

A company's connections can have the following status:

  • Linked,
  • PendingAuth,
  • Deauthorized,
  • Unlinked, or
  • No connections.

The dashboard also displays the number of total created companies and the number of active companies for the current billing period. Active companies represent your customer connections where you have successfully pulled or pushed data within that billing period. This helps you track your usage and stay in control of your bills.

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