Advanced sync settings

Review additional settings available to configure the sync of various data types

For most of our data types, we retrieve all available history. For financial statement data types (balanceSheet, profitAndLoss, cashFlowStatement), we retrieve 24 months of history. You can apply additional syncSync The process of fetching the latest data from a connected data source. Syncs can be triggered manually or run automatically on a schedule. settings to change these defaults. This helps you limit the amount of data synchronized from the source platform.

These settings only work for data sourcesData source An external platform (such as QuickBooks, Xero, or a bank) that Codat integrates with to pull or push financial data. that allow delta syncsSync The process of fetching the latest data from a connected data source. Syncs can be triggered manually or run automatically on a schedule. and are applied to all companies.

SyncSync The process of fetching the latest data from a connected data source. Syncs can be triggered manually or run automatically on a schedule. settings

You can configure the following advanced settings:

SyncSync The process of fetching the latest data from a connected data source. Syncs can be triggered manually or run automatically on a schedule. setting	Property	Description	Data types
Months to syncSync The process of fetching the latest data from a connected data source. Syncs can be triggered manually or run automatically on a schedule.	monthsToSync	Determines how many months to fetch data history for. Set to 24 months by default.	balanceSheet, profitAndLoss, cashFlowStatement
SyncSync The process of fetching the latest data from a connected data source. Syncs can be triggered manually or run automatically on a schedule. from window	syncFromWindow	Sets a number of months to fetch data history for, where only data with a modified date in that timeframe will be synced.	All except for balanceSheet, profitAndLoss, cashFlowStatement
SyncSync The process of fetching the latest data from a connected data source. Syncs can be triggered manually or run automatically on a schedule. from UTC	syncFromUtc	Sets a UTC value as a start date for data syncing, where only data with a modified date in that timeframe will be synced. Records with a modified date before syncFromUtc will not be returned.	All except for balanceSheet, profitAndLoss, cashFlowStatement

Configuration

Use our Update all sync settings endpoint to configure advanced syncSync The process of fetching the latest data from a connected data source. Syncs can be triggered manually or run automatically on a schedule. settings. These settings are configured per data type and apply to all companies. The endpoint does not provide any error messages if the settings are not supported.

For example, to configure advanced settings for our invoices data type, send the following request to the endpoint:

{
  "clientId": "367f7975-267b-439b-90c6-a6040ee680f3",
  "settings": [
    {
      "dataType": "invoices",
      "fetchOnFirstLink": true,
      "syncSchedule": 24,
      "syncOrder": 0,
      "syncFromUtc": "2020-01-01T12:00:00.000Z",
      "syncFromWindow": 24,
      "monthsToSync": 0,
      "isLocked": true
    }
  ],
  "overridesDefaults": true
}

💡 Tips and traps

• When using advanced syncSync The process of fetching the latest data from a connected data source. Syncs can be triggered manually or run automatically on a schedule. settings, settle on a uniform approach across your data types, as we cannot guarantee consistency if different approaches are applied.

• Advanced syncSync The process of fetching the latest data from a connected data source. Syncs can be triggered manually or run automatically on a schedule. settings can be applied to all data types, but we advise you do not set them for reference data, such as customers, suppliers, chart of accounts, tax rates, tracking categories, and items.

• Both syncFromWindow and syncFromUtc use sourceModifiedDate to select records for syncing. You can read more about modified dates.

• When a syncSync The process of fetching the latest data from a connected data source. Syncs can be triggered manually or run automatically on a schedule. setting is introduced after a successful data syncSync The process of fetching the latest data from a connected data source. Syncs can be triggered manually or run automatically on a schedule., the records fetched prior to the new syncSync The process of fetching the latest data from a connected data source. Syncs can be triggered manually or run automatically on a schedule. setting will be either deleted or updated with a Void or Archived status.