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Companies

Your customer within Codat

In Codat, a companyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources. represents a business sharing access to their data. Each companyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources. can have multiple data connections to different data sourcesData source An external platform (such as QuickBooks, Xero, or a bank) that Codat integrates with to pull or push financial data. such as one 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. to Xero for accounting data, two 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. to Plaid for two bank accounts and a 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. to Zettle for POS data.

Typically each companyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources. is one of your customers.

When you create a companyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources., you can specify a name and we will automatically generate a unique id for the companyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources.. You can also add a description to store any additional information about the companyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources..

If you're just getting started...​

You can use the Codat portal to create and manage companies,

If you're scaling...​

You probably want to use 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.. Each of 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. references (and associated SDKs) includes the necessary endpoints for creating and updating companies.

If you're just looking to leverage our companyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources. management functionality, you can also use our Platform API.

Forbidden characters in company names

CompanyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources. names may only contain letters, numbers, spaces, and the following symbols: -, ', &, @, ., ,, ?, !.

Any forbidden characters will be removed from your companyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources. name. For example: Example Company (Codat[1]) will be created as Example Company Codat1.

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