Configure your Codat solution

Learn how to configure your Codat solution in the Portal

Our configuration checklist

Before you start using our 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....

• Enable products for your usecase
• Configure the integrations you need
• Choose what data you're interested in
• Invite your team
• Upgrade when you're ready

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The Portal

Most configuration of your Codat solution happens via the Portal, and you can do all of the above through the settings pages. You can use the navigation bar to access these sections of the Portal. Some tabs and pages (for example, the Developers tab) are only available to specific user roles.

Settings

This is where the bulk of your configuration occurs. There are 4 main settings areas:

• Auth flow - Settings relating to your authorization flow, whether your using embedded & hosted linkLink The authorization flow that allows end users to connect their accounting, banking, or commerce platforms to your application via Codat., or your own solution
• WebhooksWebhook An automated notification sent from Codat to your application when specific events occur, such as when data syncs complete or connections change status. - Configure webhookWebhook An automated notification sent from Codat to your application when specific events occur, such as when data syncs complete or connections change status. consumers and check available event types
• Integrations - Enable and configure integrations, and manage the data you're retrieve from them
• Organization - Invite users and manage their roles

Developers

Manage your 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. keys, and see developer-specific resources.