Connections with CODAT

There are three connection types :

Open

1. Header-Key:
   This is the FT ID in CODAT = "UnB6UWtHSmJrR1A1SXBJVXdhcjZHUEx5YmtiSnluM2w0MGYwSFNlZw=="
   It is similar for all Accounting Platforms, but we will need to set up the FT\CODAT developer account for each of them to use.
   
   Here is an example of how we should do it in XERO:
   Set up the Xero integration | Codat_docs
   
   

   After the process, we should have Client ID ( CODAT \ FT ID from XERO ) and generate a secret Key for each platform.
   
   

   Open

   

   
   The FT ID in CODAT, Client ID and Secret Key will be stored in a config table in the FT DB.

2. Company Id:
   For each FT client, we need to generate a Company ID by logging in to CODAT, going to Companies and Adding a new company:
   

   NOTE: There is No Hierarchy in CODAT, so sub-companies will have to be treated in CODAT as independent, and we will need to manage it from our DB
   
   

3. Company Connection :

After adding the company, we use the link created above with the company ID and send it to the Client.
The Client must paste it into a browser and finish the process.

Once the process is finished, the Company record in CODAT will have a connection string we can use.

How to use the connection IDs:
For getting Data, we need to use only 1,2, and for pushing Data, all of the above :

Getting Data Example:

Pushing Data Example: