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Learn the basics

Understand the core concepts of Codat

  • Companies - A companyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources. represents your SMBSMB The primary customer segment that Codat helps businesses serve, typically companies with annual revenues under $500 million. customer.
  • Connections - 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. represents authorized access to companyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources. data via an integration.
  • Integrations - A Codat-built integration with a data provider.
  • Data types - The types of data you can write and read - e.g. an Invoice.
  • Data status - The state of data synchronization.
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