Create and connect a customer

Learn how to onboard and manage companies that represent your customers

Our Codat Portal is your one-stop shop to view the customers and relationships you are responsible for. Here, your organization's clients are represented as companies.

In this guide, we will cover the ways you can create new customers, manage existing ones, and request financial data from them.

Create customer

You can create your client in Codat from the Spend Insights tab or the Companies tab. In our example, we start on Spend Insights tab.

1. Click the Create company button. This will open a Create a company window.

   

2. In the Create a company window, enter your customer's company name in the Company name field. You can add an optional description in the Description field and disregard Company tags.

   Adding products

   You may see the Add products dropdown when creating a company from the Companies tab. Select Spend Insights and continue with company creation.

   

3. Click Create company to finish creating your customer in Codat.

   

Next steps

You have successfully created your customer as a company in Codat. Next, you can:

• Click Create another company to add more customers to Codat.
• Use the Link URL or Email template to onboard your customer. We explain these options in more detail in our Onboard customer guide.
• Manage the details of the customers you created.
• Close the Create a company window and navigate to the Spend Insights tab.

Onboard customer

You can initiate requests for your customers' accounts payable information in several ways:

• Using the Request data button on the Spend Insights tab.
• Using the Request data button on the Companies tab.

The steps to request this information are the same across these options:

1. Click the Request data button next to the relevant customer's name to open the Onboarding window.

   

2. In the Onboarding window, choose how you want to ask your customer for their data:

   • Copy the Link URL if you want to send a direct connection link to your customer or use the link in your own communication.
   • Copy the Email template if you would like support in providing additional context to your customer. You can view the template by clicking the dropdown icon.

   

   Request data when creating customer

   You will see the Link URL and Email template when you first create your customer in Codat.

   Based on your organization's business processes, you can request data immediately after creating the customer or do it later following this process.

3. Following your organization's ways of working, share the Link URL or the email content with your customer. You can also proactively share answers to common questions with them.

Next steps

You have requested supplier and spend information from your customer. Next, your customer needs to complete a connection journey to provide it to your organization. Based on the software they use, they can authorize a digital connection or upload files with supplier and bill data.

You can support your customer on this journey using the following guides:

• Data streaming: Help your customer establish an ongoing connection with their accounting software.
• Intelligent file upload: Direct your customer through sharing files that contain their financial information.

Manage customers

You can view all existing customers in the Spend Insights tab or the Companies tab.

To edit or delete your existing customers, navigate to the Companies tab. Use the Pencil icon next to the company name to edit its details or the Trash icon to delete it.

If you delete a company, this will also delete the data you previously received from it. As a result, you will no longer be able to access this company's reports in the Portal. This operation is not reversible.

Review spend insights

Once your customer shares their financial information with you, you can review spend analysis and insights Codat prepared based on this data.