Commerce sync settings

Set commerce data types to automatically read data when a company is first authorized

Update your syncSync The process of fetching the latest data from a connected data source. Syncs can be triggered manually or run automatically on a schedule. settings to automatically retrieve commerce data from linked companies.

Update commerce syncSync The process of fetching the latest data from a connected data source. Syncs can be triggered manually or run automatically on a schedule. settings in the Codat Portal

In the Codat Portal:

1. In the navigation bar, click Settings > Data types.

2. Find the following data types and set the Fetch on first linkLink The authorization flow that allows end users to connect their accounting, banking, or commerce platforms to your application via Codat. toggle to On:

   • Commerce - CompanyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources. Info
   • Commerce - Orders
   • Commerce - Products
   • Commerce - Disputes
   • Commerce - Locations
   • Commerce - Transactions
   • Commerce - Customers
   • Commerce - Payments
   • Commerce - Payment Methods

   You can update the other Data type settings when you've decided how frequently you want to syncSync The process of fetching the latest data from a connected data source. Syncs can be triggered manually or run automatically on a schedule. commerce data.

3. Select Save Changes to update your configuration.