Advanced sync settings

Review additional settings available to configure the sync of various data types

For most of our data types, we retrieve all available history. For financial statement data types, (balanceSheet, profitAndLoss, cashFlowStatement), we retrieve 24 months of history.

You can apply additional 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 change these defaults. This helps you to limit the amount of data synchronized from the source platform. We recommend that you only pull data from a date range relevant to your use case to reduce the chance of encountering rate limit errors.

Limited coverage

Changing advanced 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 may not work for some data types and integration combinations. Check with Codat Support to confirm coverage.

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

You can configure the following advanced settings:

SyncSync The process of fetching the latest data from a connected data source. Syncs can be triggered manually or run automatically on a schedule. setting	Property	Description	Data types
Months 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.	monthsToSync	Determines how many months to fetch data history for. Set to 24 months by default.	balanceSheet, profitAndLoss, cashFlowStatement
SyncSync The process of fetching the latest data from a connected data source. Syncs can be triggered manually or run automatically on a schedule. from window	syncFromWindow	Sets a number of months to fetch data history for, where only data with a modified date in that timeframe will be synced.	All except for balanceSheet, profitAndLoss, cashFlowStatement
SyncSync The process of fetching the latest data from a connected data source. Syncs can be triggered manually or run automatically on a schedule. from UTC	syncFromUtc	Sets a UTC value as a start date for data syncing, where only data with a modified date in that timeframe will be synced. Records with a modified date before syncFromUtc will not be returned.	All except for balanceSheet, profitAndLoss, cashFlowStatement

Configuration

Use the Get sync settings endpoint to view the current 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 for your Codat client:

Get sync settings

GET /profile/syncSettings

To override client-level 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 at a companyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources. level, use the Update company sync settings endpoint:

Update company sync settings

POST /companies/{companyId}/syncSettings

For example, to configure companyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources.-specific settings for the invoices data type, send the following request to the endpoint:

{
  "clientId": "your-codat-client-id",
  "settings": [
    {
      "dataType": "invoices",
      "fetchOnFirstLink": true,
      "syncSchedule": 24,
      "syncOrder": 0,
      "syncFromUtc": "2020-01-01T12:00:00.000Z",
      "syncFromWindow": 24,
      "monthsToSync": 0,
      "isLocked": true
    }
  ],
  "overridesDefaults": true
}

💡 Tips and traps

• When using advanced 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, settle on a uniform approach across your data types (e.g. all data types request 24 months' data). Some data types share requests, and applying different approaches may cause inconsistency.

• Advanced 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 can be applied to all data types, but we advise you don't set them for reference data, such as customers, suppliers, chart of accounts, tax rates, tracking categories, and items.

• Both syncFromWindow and syncFromUtc use sourceModifiedDate to select records for syncing. You can read more about modified dates.

• When a syncSync The process of fetching the latest data from a connected data source. Syncs can be triggered manually or run automatically on a schedule. setting is introduced after a successful data syncSync The process of fetching the latest data from a connected data source. Syncs can be triggered manually or run automatically on a schedule., the records fetched prior to the new syncSync The process of fetching the latest data from a connected data source. Syncs can be triggered manually or run automatically on a schedule. setting will be either deleted or updated with a Void or Archived status.