Intelligent file upload
Help your customer provide their spend data using Codat's intelligent file upload
Your customer may be using a software that doesn't have a direct integration with Codat. Instead, guide your customers through a straightforward, low-effort process to obtain and upload their supplier, bill, payment and direct cost information for insightful spend analysis and card offers.
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. journey
During customer onboarding, you shared a LinkLink The authorization flow that allows end users to connect their accounting, banking, or commerce platforms to your application via Codat. URL with them that initiates a file sharing journey. This journey consists of the following steps:
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Customer clicks on the LinkLink The authorization flow that allows end users to connect their accounting, banking, or commerce platforms to your application via Codat. URL and is directed to the software selection screen.
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Customer searches for and selects the software they wish to connect.
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Customer reviews the details of data they are sharing and initiates 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..
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Customer is informed of the file collection and upload process. They will alternate between their software and the upload journey to complete the process.
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Customer follows on-screen instructions to obtain and upload the Suppliers report from their software.
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Customer follows on-screen instructions to obtain and upload the Bills report from their software.
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Customer completes the intelligent file upload journey once both files are uploaded.
When prompting the customer to share their files, let them know that:
- They will need to follow the LinkLink The authorization flow that allows end users to connect their accounting, banking, or commerce platforms to your application via Codat. URL you shared with them.
- They will need to have Administrator access or equivalent within their accounting software.
- They will need to share their screen with you if they request on-call support.
You can also proactively share answers to common questions with them.
Software support
Codat's Spend Insights solution can ingest files with supplier, bill, payment and direct cost data from the software listed below to prepare the spend analysis. The file upload process is unique across these platforms, with instructions on where users can locate the required files.
