Service emails - early access

We'll be launching our new service email feature soon. Use it to automatically inform your customers when they need to reconnect their integration, their banking 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. is due to expire, and more.

You can opt in early to benefit from this functionality.

Service emails increase customer engagement and offer them a way to reconnect their account, ensuring your 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. to their data is resilient.

What's new?

When you enable this early-access feature, Codat will notify your customers by email whenever:

• Your customer successfully shares data with you.

  We will reassure your customer that they have successfully connected their data with you and give them a way to manage the status of their 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..

• Your customer's data 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. has been unlinked.

  We will inform your customer that you can no longer access their data and give them a way to reauthorize the 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..

Example emails your customers will receive are presented below:

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. successfully linked

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. unlinked

Who is this relevant for?

All Codat clients can opt in and start using the customer service email functionality early.

How to get started?

Get early access

Want early access to service emails? Let us know using our Google form.