Map accounts and establish a bank feed
Review and select the options available to you to provide an account mapping interface to your SMB customer and establish a bank feed
Once you have created the source account, provide your customer with a user interface (UI) so they can select the target accounts in their accounting software. This will tell us where exactly a bank feed should be established. You can use one of the following options to provide the mapping UI:
Map using our interface
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Use our pre-built mapping interface to launch your app with minimal development effort. It is designed to meet all third-party requirements and supports logo and primary color scheme customization.
Map using our 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.
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For a more integrated user experience, you can build your own interface using our 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.'s account mapping endpoints so that your users can map their accounts directly within your application.
Platform-specific mapping
Integrations listed in this section require that the account mapping is conducted within the accounting software itself. Follow our integration-specific bank feed guides to learn more about their prerequisites, functionality, and implementation details.
Read next
- Codat's pre-built interface
- Build your own interface with our API
- QuickBooks Online and Sage's own interfaces