72 posts tagged with "Update"

On the 10th October, 2023, we will be changing the way you access some accounting integrations.

From October 10, 2023, notifications for the 'New companyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources. synchronized' webhookWebhook An automated notification sent from Codat to your application when specific events occur, such as when data syncs complete or connections change status. will only trigger after all datasets created during the initial syncSync The process of fetching the latest data from a connected data source. Syncs can be triggered manually or run automatically on a schedule. of a companyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources. are completed.

This month, our product and engineering teams have been working on expanding coverage across our existing integrations as well as introducing some exciting new features.

We've improved our data type coverage for a number of integrations.

On July 10, 2023, Codat will deprecate the GET /metrics/companies endpoint previously used to display the status of companies on the Portal dashboard.

On July 10, 2023, Codat will deprecate the use of bankAccounts and bankTransactions data types for syncing banking data 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. via Plaid, TrueLayer and Basiq. The use of these data types for accounting data 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. will remain unchanged.

See what's new in Codat this week

A new product for easy syncing with bookkeeping software and ERPs, and other quality of life improvements.

The Portal homepage dashboard now shows how many data 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. in each 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. state you have.

We've combined all of the companyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources. branding settings that affect how your companyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources. looks in your Embedded and Hosted LinkLink The authorization flow that allows end users to connect their accounting, banking, or commerce platforms to your application via Codat. flows into one page.