Managing companies in the portal

Learn how to manage companies, their connections, and their data via Portal

In the Codat Portal, click Companies in the navigation bar to view a list of your created companies. If you have signed up using the free trial, you will see a companyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources. has already been created for you using sandbox data.

From here you can:

• Add a new company.
• Copy your Link URL to allow your customers to share their data through LinkLink The authorization flow that allows end users to connect their accounting, banking, or commerce platforms to your application via Codat..
• Retrieve Link URLs for existing companies to allow them to authorize additional 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., or re-authorize unlinked 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. where required.
• View details and show the status of existing companies.
• Search for a previously created companyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources. by clicking on the search icon.
• Manage the companyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources.'s existing connections.
• Delete companies.

Add a companyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources.

1. Create a new companyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources.

To create a new companyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources., use the New CompanyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources. button in the top right corner of the Companies view. In the Add new companyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources. dialog box, enter your customer's companyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources. name, and select Add.

You can rename a companyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources. at any time. This doesn't affect the 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.. Next to the companyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources. name, click on the "pencil" icon and update the name in the text field that appears. Save the changes.

2. Authorize the companyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources.

To linkLink The authorization flow that allows end users to connect their accounting, banking, or commerce platforms to your application via Codat. a companyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources. via Portal, follow the instructions here.

You can also learn more about Link.

3. Queue data refresh

You can trigger data refresh to request data outside of the pre-configured syncSync The process of fetching the latest data from a connected data source. Syncs can be triggered manually or run automatically on a schedule. setup frequency.

1. Navigate to Companies and select the companyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources. you want 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..
2. Click the Refresh data icon.
3. To see the synchronization progress and outcomes, click Read history. The history is updated in real time.
4. Once the refresh has been completed, you can view the latest data.

The configured syncSync The process of fetching the latest data from a connected data source. Syncs can be triggered manually or run automatically on a schedule. frequency re-commences from the time of the last successful 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 Data type settings page in the Codat portal allows users to set a default synchronization frequency for each data type to ensure your customers' data is kept up-to-date. The available options are hourly, daily, weekly, and monthly.

If you require a more specific schedule, you queue data sync using Codat's API.

For more information on configuring your 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, please see Data type settings.

Token expiry and connection de-authorization

For some accounting software, if you don’t synchronize the data of a companyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources. for a significant time period (between 60 and 100 days) authorization is revoked. In this case, provide your customer with a new link URL so that they can renew your access to their data.

Manage existing companies

The Companies page

In the companies view, you can see the following information for every companyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources.:

• CompanyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources. name
• CompanyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources. ID
• Name of the Portal user that created the companyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources.
• Date and time of the companyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources. creation
• Date and time of the last read of data
• 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. and their statuses

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. statuses

• Green indicates the 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. is linked, and data can be refreshed from the 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.
• Red indicates the 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. has an error, or has become de-authorized (your customer will need to re-authorize the 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.)
• Purple indicates the 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. has been created but has not yet been authorized
• Grey indicates the 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. has been un-linked (your customer will need to re-authorize the 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.)

Clicking on a 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. allows you to manage the 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 see any linking errors.

View companyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources. data

Click on a companyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources. to access information pertaining to it:

• A brief Summary that includes the companyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources.'s revenue, operating profit, and equity, as well as an activity log.
• The Manage 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. menu that lets you copy the LInkLink The authorization flow that allows end users to connect their accounting, banking, or commerce platforms to your application via Codat. URL and unlink or delete an existing 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..
• CompanyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources.'s Data and Data history, including the history of dataset reads and their statuses, and uploaded files.