On October 10, 2023, Codat will change the mappings for contra manual journal entries on the billPayments and payments data types in QuickBooks Online.
On November 15, 2023, Codat will deprecate the PUT bankFeedAccounts endpoint and introduce a new POST bankFeedAccounts endpoint instead. The new endpoint will only allow the creation of a single new bank feed account.
From October 10, 2023, notifications for the 'New companyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources. synchronized' webhookWebhook An automated notification sent from Codat to your application when specific events occur, such as when data syncs complete or connections change status. will only trigger after all datasets created during the initial syncSync The process of fetching the latest data from a connected data source. Syncs can be triggered manually or run automatically on a schedule. of a companyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources. are completed.
On the 24th July 2023, we will be deprecating the legacy version of Account Categories and all related features, including:
On July 10, 2023, Codat will deprecate the GET /metrics/companies endpoint previously used to display the status of companies on the Portal dashboard.
On July 10, 2023, Codat will change the mappings for the Direct incomes data type for the QuickBooks Desktop on-premise connector.
On July 10, 2023, Codat will deprecate the use of bankAccounts and bankTransactions data types for syncing banking data 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. via Plaid, TrueLayer and Basiq. The use of these data types for accounting data 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. will remain unchanged.
Some UAT domains have remained aliased to our production instance. These aliases will be disabled on the 1st November 2024.
If you are still pointing to, for example, https://api-uat.codat.io, you should instead point to https://api.codat.io.
Additional action required to linkLink The authorization flow that allows end users to connect their accounting, banking, or commerce platforms to your application via Codat. new companies in migrated Test accounts following the DNS switchover from UAT to Production
We've now switched over the existing public DNS for the UAT environment to point to Production.
In some scenarios, you now need to make minor configuration changes to the Redirect URIs used in your third-party developer apps. This is required in order to start linking new companies in your Codat Test account.
For details of the affected integrations and the Redirect URIs you need to add, see the Knowledgebase article.
On April 11, 2023, Codat will deprecate endpoints used to manage 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. keys. This is to support our extended 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. key management that allows multiple keys.
All existing UAT users and accounts have now been migrated to the Production environment.
To reduce unnecessary downtime, we've delayed the final step of switching the existing public DNS for UAT over to Production. We expect to complete this step in the near future.
When convenient, please update any apps configured with fixed redirects to point to api.codat.io as described in Additional information, below.