SMB user account connection

Learn how your SMB users can connect their bank accounts to Xero

After setting up a companyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources., data connectionConnection A link between a Codat company and a data source (like an accounting platform). Each connection represents authorized access to pull or push data from that platform., and one or more source bank accounts, redirect your SMBSMB The primary customer segment that Codat helps businesses serve, typically companies with annual revenues under $500 million. user to the linkUrl (returned from POST /companies/{companyId}/connections).

Account mapping UI

After authenticating with their Xero account, the SMBSMB The primary customer segment that Codat helps businesses serve, typically companies with annual revenues under $500 million. user is redirected to a generic account-mapping UI provided by Codat. This lets them map and connect their source bank accounts to Xero, creating bank feed connectionsConnection A link between a Codat company and a data source (like an accounting platform). Each connection represents authorized access to pull or push data from that platform..

The SMBSMB The primary customer segment that Codat helps businesses serve, typically companies with annual revenues under $500 million. user can do the following:

1. Add one or more source bank accounts (the accounts you provided through the POST /bankFeedAccounts endpoint).
2. Map a source bank account to an existing target bank account in Xero.
3. Select Create New Account to map a source bank account to a new target bank account in Xero.
4. Select the Feed start date—the date a bank feed connectionConnection A link between a Codat company and a data source (like an accounting platform). Each connection represents authorized access to pull or push data from that platform. should start from.
5. Connect the selected bank accounts to create bank feed connectionsConnection A link between a Codat company and a data source (like an accounting platform). Each connection represents authorized access to pull or push data from that platform..

While Codat doesn't validate the Feed start date, Xero's 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. doesn't support writing historical data older than one year.

Target account names

If the user chooses the Create New Account option, the target bank account is created with the same name as the source bank account it's mapped to. Bank account names can be changed in Xero at any time.

Bank feeds must be written to Codat

Transactions are not automatically downloaded to Xero when the user successfully connects a bank account. You need to Write bank transactions.

ConnectionConnection A link between a Codat company and a data source (like an accounting platform). Each connection represents authorized access to pull or push data from that platform. management

To allow your SMBSMB The primary customer segment that Codat helps businesses serve, typically companies with annual revenues under $500 million. users to view and manage their existing bank feed connectionsConnection A link between a Codat company and a data source (like an accounting platform). Each connection represents authorized access to pull or push data from that platform., you can direct them to a newly-generated linkUrl. When they open this URL and revisit the account mapping UI, their existing connectionsConnection A link between a Codat company and a data source (like an accounting platform). Each connection represents authorized access to pull or push data from that platform. are displayed in the Manage your connected accounts panel:

To disconnect a source bank account, the SMBSMB The primary customer segment that Codat helps businesses serve, typically companies with annual revenues under $500 million. user hovers over the connected status icon and selects Disconnect. This immediately disables the bank feed connectionConnection A link between a Codat company and a data source (like an accounting platform). Each connection represents authorized access to pull or push data from that platform.. The disconnected account will display in the source bank account dropdown menu when the user next refreshes the page.

Read next

Now that your SMBSMB The primary customer segment that Codat helps businesses serve, typically companies with annual revenues under $500 million. users have mapped and connected their bank accounts, you're ready to Write bank transactions to Xero.