Reauthorize a company

Learn how to reauthorize companies that have become deauthorized

A previously linked companyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources. may become deauthorized. This means that Codat's linkLink The authorization flow that allows end users to connect their accounting, banking, or commerce platforms to your application via Codat. to a customer's banking data is no longer valid, and you can no longer queue data syncsSync The process of fetching the latest data from a connected data source. Syncs can be triggered manually or run automatically on a schedule.. You can still query any historical data.

Reasons for deauthorization include:

• Open banking regulations. Every 90 days your customer must re-confirm their consent to share data.
• Any updates to the client ID or secret of your Plaid integration.
• If you remove or recreate your application in Plaid.

To reauthorize the companyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources., you need to find and send the correct linkLink The authorization flow that allows end users to connect their accounting, banking, or commerce platforms to your application via Codat. URL to your customer.

LinkLink The authorization flow that allows end users to connect their accounting, banking, or commerce platforms to your application via Codat. URLs for reauthorization

You can find the linkLink The authorization flow that allows end users to connect their accounting, banking, or commerce platforms to your application via Codat. URL for each companyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources. in the Codat portal.

1. Open the Codat portal and sign in.
2. In the navigation bar, select Companies.
3. On the Companies page, search for the companyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources. you're interested in.
4. Next to the companyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources. name, select Request data.
5. In the LinkLink The authorization flow that allows end users to connect their accounting, banking, or commerce platforms to your application via Codat. URLs... dialog box, under Banking, select Reauthorize.
   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. requiring reauthorization are clearly marked with an exclamation mark.
6. Copy the linkLink The authorization flow that allows end users to connect their accounting, banking, or commerce platforms to your application via Codat. URL for the deauthorized 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 send it to your customer.