Codat developer update — Q1 2025
Review the upcoming changes and deprecations we announced this quarter, get ahead of them, and see what's new with Codat's products.
Product updates
Introducing Bank Feeds SDK
We have launched a Bank Feeds SDK to help you easily build a best-in-class bank feeds solution. The SDK creates a simple setup experience for your users, allowing them to share access to their accounting software and enabling them to set up account mapping in one seamless flow.
The SDK's rich configuration properties allow you to build interactions and customize text and branding in a way that creates a trusted, compelling experience.
Updated Link flow interface
We have updated the user interface of our Hosted Link experience to match the experience provided by the Link SDK. The Hosted Link flow now boasts a cleaner, adaptive layout and allows users to connect their integrations in any order.
Introducing one-time Link URLs
To reduce the risk of Link URLs being leaked or reused, we have introduced the option to limit the validity and number of uses of these URLs. When enabled, your customers won't be able to use the same Link URL more than once, and links will expire after one day even if they weren't used.
Zapier app 2.0 released
We’re excited to announce that we've upgraded our Zapier integration, making it even easier to automate your workflows. Codat app version 2.0 supports our latest webhook event types, allows you to listen to multiple event types at the same time, and uses the updated webhook schema.
New company update endpoint
You can now use our new Update company endpoint to update specific company properties without impacting others. To differentiate the methods used by endpoints, we have also renamed our existing endpoint that overwrites all company values to Replace company.
Filter companies using tags
You can now use the tags query parameter on the List companies endpoint to filter your companies by one or more tags.
This feature lets you retrieve companies based on specific criteria and streamlines company management in Codat.
Replay missed webhook messages
With this latest update to our webhooks service, you can request Codat to resend all events missed in the previous two weeks. You can do so when you start using the webhooks service on a consumer-by-consumer basis.
New webhook event type
We have expanded our support for connection-related notifications by adding the connection.failed webhook. You can subscribe to it to be alerted if your SMB customer encounters issues when connecting their business software.
It provides details of the failed connection, including information on the specific error that occurred. This helps you quickly identify and address the issue.
New callback added to Link SDK
We have added a new onConnectionStarted property to the callback functionality of the Link SDK. It is called when your user selects an integration and clicks Next in the Link flow deployed using our SDK.
This indicates that a connection has been successfully created in a pending state, allowing you to track users reaching this point in the Link flow.
Changes that apply from January 10, 2025
Deprecation of legacy QuickBooks Desktop Integration
We have recently released our updated QuickBooks Desktop connector. It simplifies your customer’s linking journey and provides more resilient data acquisition.
As a result, we will be deprecating the legacy connector on January 10, 2025. Migrate your existing QBD connections to the new connector to continue syncing data with QBD after the deprecation.
Deprecation of legacy webhook event types
On January 10, 2025, we will deprecate our legacy rule-based webhooks service following the release of our new webhooks service and webhook event types.
If you are using our legacy rules-based webhook service, migrate to the new webhooks service to continue receiving notifications from us.
Deprecation extension for webhook changes
We previously announced the following deprecations after the release of our new webhooks service:
- Deprecation of /rules/alerts endpoints
- Deprecation of RuleId in rules webhooks
- Deprecation of rule-based email notifications
In our July developer update, we have extended the deprecation period to January 10, 2025. This deprecation is going ahead as scheduled on January 10, 2025.
Deprecation of legacy webhook event types
On January 10, 2025, we will deprecate our legacy rule-based event types following the release of our new webhook event types that provide more contextual information in the webhook payload.
If you are using our legacy rule-based event types, change your configuration to use the new event types instead and continue receiving webhook notifications.
Deprecation of company-specific webhooks
On January 10, 2025, we will deprecate company-specific webhooks delivered by our legacy rule services and replace them with company tags.
To continue receiving notifications, add the required metadata to the the company schema and update your webhook consumers to filter webhooks by company tags.
Changes to the bankFeeds.sourceAccount webhook payload
On January 10, 2025, we will update the payloads for the following event types to align with our new webhook schema definition:
bankFeeds.sourceAccount.connectedbankFeeds.sourceAccount.disconnected
If you are using these webhook event types, update your corresponding webhook consumers to handle the updated schema definitions.
Changes planned for April 10, 2025
Deprecation of Zapier app version 1.0
On April 10, 2025, we will deprecate version 1.0 of our Zapier app following the release of version 2.0 that supports our latest webhook event types. To ensure the non-stop service of your workflows, update your existing Zaps to use the latest version of our app before April 10, 2025.
Deprecation of legacy Hosted Link UI
On April 10, 2025, we will deprecate our legacy Hosted Link user interface following the release of our new Hosted Link UI. If you haven't enabled the new Hosted Link UI by April 10, 2025, we will automatically enable it for you, and you won't be able to return to the legacy UI.