This article walks you through connecting your Codat and Wiserfunding account.
To Integrate Codat:
- Log into Codat
- Click Developers in the top panel of your Codat portal
- Locate API Access
- Copy the Authorisation header, which looks similar to Basic XXXXXXXansdklandklasndansdadnadad21e12==
- Paste what you copied /here/ and click Add integration
On Codat, authorization headers can only be created, viewed, and copied by Administrator or Developer users.
Below are some common error responses while using Codat, and our suggested remediation steps.
400:
Cannot connect to Codat. Please verify your credentials.
404:
Organisation does not have Codat credentials. Please verify company credentials
406:
Country code of the company found in Codat is not supported or not found. Please verify on Codat
422:
Currency code found in Codat is not supported or not found. Please verify on Codat.
Please note:
- We utilise Codat's Assess API to connect all account categories from Codat to the right categories in Wiserfunding.
- We recommend that our users take a moment to go to their Codat account and confirm account categories - this will ensure there are no unexpected category bounces & reduce the number of errors faced.
- To check whether your client's accounting software supports Assess categorisation, please check Codat's Assess Coverage Listing
Important Codat Resources:
- Clients who have built to the API
- Supported Account Categories
- Clients who are using Assess in the portal
- Migrate to the latest version of Account Categories
Codat's Accounting Coverage:
Some Accounting integrations with Codat do not support the profitandloss or balancesheet datatypes as noted on Codat's data coverage page.
Users may not be able to use account categorisation with these accounting integrations.
To test your Codat integration, please refer to this article.
If you have any further questions or face any issues, please contact our support team.