Codat developer update — Q1 2025
Review the upcoming changes and deprecations we announced this quarter, get ahead of them, and see what's new with Codat's products.
Product updates
Introducing Bank FeedsBank Feeds A Codat product that enables automatic synchronization of bank transaction data into a company's accounting software. SDK
We have launched a Bank FeedsBank Feeds A Codat product that enables automatic synchronization of bank transaction data into a company's accounting software. SDK to help you easily build a best-in-class bank feedsBank Feeds A Codat product that enables automatic synchronization of bank transaction data into a company's accounting software. solution. The SDK creates a simple setup experience for your users, allowing them to share access to their accounting software and enabling them to set up account mapping in one seamless flow.
The SDK's rich configuration properties allow you to build interactions and customize text and branding in a way that creates a trusted, compelling experience.
Updated LinkLink The authorization flow that allows end users to connect their accounting, banking, or commerce platforms to your application via Codat. flow interface
We have updated the user interface of our Hosted LinkLink The authorization flow that allows end users to connect their accounting, banking, or commerce platforms to your application via Codat. experience to match the experience provided by the LinkLink The authorization flow that allows end users to connect their accounting, banking, or commerce platforms to your application via Codat. SDK. The Hosted LinkLink The authorization flow that allows end users to connect their accounting, banking, or commerce platforms to your application via Codat. flow now boasts a cleaner, adaptive layout and allows users to connect their integrations in any order.
Introducing one-time LinkLink The authorization flow that allows end users to connect their accounting, banking, or commerce platforms to your application via Codat. URLs
To reduce the risk of LinkLink The authorization flow that allows end users to connect their accounting, banking, or commerce platforms to your application via Codat. URLs being leaked or reused, we have introduced the option to limit the validity and number of uses of these URLs. When enabled, your customers won't be able to use the same LinkLink The authorization flow that allows end users to connect their accounting, banking, or commerce platforms to your application via Codat. URL more than once, and linksLink The authorization flow that allows end users to connect their accounting, banking, or commerce platforms to your application via Codat. will expire after one day even if they weren't used.
Zapier app 2.0 released
We’re excited to announce that we've upgraded our Zapier integration, making it even easier to automate your workflows. Codat app version 2.0 supports our latest webhook event types, allows you to listen to multiple event types at the same time, and uses the updated webhookWebhook An automated notification sent from Codat to your application when specific events occur, such as when data syncs complete or connections change status. schema.
New companyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources. update endpoint
You can now use our new Update company endpoint to update specific companyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources. properties without impacting others. To differentiate the methods used by endpoints, we have also renamed our existing endpoint that overwrites all companyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources. values to Replace company.
Filter companies using tags
You can now use the tags query parameter on the List companies endpoint to filter your companies by one or more tags.
This feature lets you retrieve companies based on specific criteria and streamlines companyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources. management in Codat.
Replay missed webhookWebhook An automated notification sent from Codat to your application when specific events occur, such as when data syncs complete or connections change status. messages
With this latest update to our webhooksWebhook An automated notification sent from Codat to your application when specific events occur, such as when data syncs complete or connections change status. service, you can request Codat to resend all events missed in the previous two weeks. You can do so when you start using the webhooksWebhook An automated notification sent from Codat to your application when specific events occur, such as when data syncs complete or connections change status. service on a consumer-by-consumer basis.
New webhookWebhook An automated notification sent from Codat to your application when specific events occur, such as when data syncs complete or connections change status. event type
We have expanded our support for 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.-related notifications by adding the connection.failed webhookWebhook An automated notification sent from Codat to your application when specific events occur, such as when data syncs complete or connections change status.. You can subscribe to it to be alerted if your SMBSMB The primary customer segment that Codat helps businesses serve, typically companies with annual revenues under $500 million. customer encounters issues when connecting their business software.
It provides details of the failed 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., including information on the specific error that occurred. This helps you quickly identify and address the issue.
New callback added to LinkLink The authorization flow that allows end users to connect their accounting, banking, or commerce platforms to your application via Codat. SDK
We have added a new onConnectionStarted property to the callback functionality of the Link SDK. It is called when your user selects an integration and clicks Next in the LinkLink The authorization flow that allows end users to connect their accounting, banking, or commerce platforms to your application via Codat. flow deployed using our SDK.
This indicates that a 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 successfully created in a pending state, allowing you to track users reaching this point in the LinkLink The authorization flow that allows end users to connect their accounting, banking, or commerce platforms to your application via Codat. flow.
Changes that apply from January 10, 2025
Deprecation of legacy QuickBooks Desktop Integration
We have recently released our updated QuickBooks Desktop connector. It simplifies your customer’s linking journey and provides more resilient data acquisition.
As a result, we will be deprecating the legacy connector on January 10, 2025. Migrate your existing QBD 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. to the new connector to continue syncing data with QBD after the deprecation.
Deprecation of legacy webhookWebhook An automated notification sent from Codat to your application when specific events occur, such as when data syncs complete or connections change status. event types
On January 10, 2025, we will deprecate our legacy rule-based webhooksWebhook An automated notification sent from Codat to your application when specific events occur, such as when data syncs complete or connections change status. service following the release of our new webhooks service and webhook event types.
If you are using our legacy rules-based webhookWebhook An automated notification sent from Codat to your application when specific events occur, such as when data syncs complete or connections change status. service, migrate to the new webhooksWebhook An automated notification sent from Codat to your application when specific events occur, such as when data syncs complete or connections change status. service to continue receiving notifications from us.
Deprecation extension for webhookWebhook An automated notification sent from Codat to your application when specific events occur, such as when data syncs complete or connections change status. changes
We previously announced the following deprecations after the release of our new webhooksWebhook An automated notification sent from Codat to your application when specific events occur, such as when data syncs complete or connections change status. service:
- Deprecation of /rules/alerts endpoints
- Deprecation of RuleId in rules webhooks
- Deprecation of rule-based email notifications
In our July developer update, we have extended the deprecation period to January 10, 2025. This deprecation is going ahead as scheduled on January 10, 2025.
Deprecation of legacy webhookWebhook An automated notification sent from Codat to your application when specific events occur, such as when data syncs complete or connections change status. event types
On January 10, 2025, we will deprecate our legacy rule-based event types following the release of our new webhook event types that provide more contextual information in the webhookWebhook An automated notification sent from Codat to your application when specific events occur, such as when data syncs complete or connections change status. payload.
If you are using our legacy rule-based event types, change your configuration to use the new event types instead and continue receiving webhookWebhook An automated notification sent from Codat to your application when specific events occur, such as when data syncs complete or connections change status. notifications.
Deprecation of companyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources.-specific webhooksWebhook An automated notification sent from Codat to your application when specific events occur, such as when data syncs complete or connections change status.
On January 10, 2025, we will deprecate companyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources.-specific webhooksWebhook An automated notification sent from Codat to your application when specific events occur, such as when data syncs complete or connections change status. delivered by our legacy rule services and replace them with company tags.
To continue receiving notifications, add the required metadata to the the companyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources. schema and update your webhookWebhook An automated notification sent from Codat to your application when specific events occur, such as when data syncs complete or connections change status. consumers to filter webhooksWebhook An automated notification sent from Codat to your application when specific events occur, such as when data syncs complete or connections change status. by companyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources. tags.
Changes to the bankFeeds.sourceAccount webhookWebhook An automated notification sent from Codat to your application when specific events occur, such as when data syncs complete or connections change status. payload
On January 10, 2025, we will update the payloads for the following event types to align with our new webhook schema definition:
bankFeeds.sourceAccount.connectedbankFeeds.sourceAccount.disconnected
If you are using these webhookWebhook An automated notification sent from Codat to your application when specific events occur, such as when data syncs complete or connections change status. event types, update your corresponding webhookWebhook An automated notification sent from Codat to your application when specific events occur, such as when data syncs complete or connections change status. consumers to handle the updated schema definitions.
Changes planned for April 10, 2025
Deprecation of Zapier app version 1.0
On April 10, 2025, we will deprecate version 1.0 of our Zapier app following the release of version 2.0 that supports our latest webhook event types. To ensure the non-stop service of your workflows, update your existing Zaps to use the latest version of our app before April 10, 2025.
Deprecation of legacy Hosted LinkLink The authorization flow that allows end users to connect their accounting, banking, or commerce platforms to your application via Codat. UI
On April 10, 2025, we will deprecate our legacy Hosted LinkLink The authorization flow that allows end users to connect their accounting, banking, or commerce platforms to your application via Codat. user interface following the release of our new Hosted Link UI. If you haven't enabled the new Hosted LinkLink The authorization flow that allows end users to connect their accounting, banking, or commerce platforms to your application via Codat. UI by April 10, 2025, we will automatically enable it for you, and you won't be able to return to the legacy UI.