{ "info": { "name": "Codat API", "description": { "content": "Representative Codat business data API requests across the Platform, Accounting, Banking, Commerce, Lending, Bank Feeds, Sync for Payables, Sync for Expenses, and Sync for Commerce products. Base URL https://api.codat.io. Auth is your API key Base64-encoded in an Authorization Basic header.", "type": "text/plain" }, "schema": "https://schema.getpostman.com/json/collection/v2.1.0/collection.json" }, "auth": { "type": "basic", "basic": [ { "key": "username", "value": "{{apiKey}}", "type": "string" }, { "key": "password", "value": "", "type": "string" } ] }, "variable": [ { "key": "baseUrl", "value": "https://api.codat.io" }, { "key": "apiKey", "value": "" }, { "key": "companyId", "value": "" }, { "key": "connectionId", "value": "" }, { "key": "billId", "value": "" } ], "item": [ { "name": "Companies", "item": [ { "name": "List companies", "request": { "method": "GET", "header": [{ "key": "Accept", "value": "application/json" }], "url": { "raw": "{{baseUrl}}/companies", "host": ["{{baseUrl}}"], "path": ["companies"] }, "description": "Returns a list of your companies with pagination, search, and ordering." } }, { "name": "Create company", "request": { "method": "POST", "header": [ { "key": "Content-Type", "value": "application/json" }, { "key": "Accept", "value": "application/json" } ], "body": { "mode": "raw", "raw": "{\n \"name\": \"Acme Roofing\",\n \"description\": \"Sandbox company\"\n}" }, "url": { "raw": "{{baseUrl}}/companies", "host": ["{{baseUrl}}"], "path": ["companies"] }, "description": "Creates a new company that represents one of your customers." } }, { "name": "Get company", "request": { "method": "GET", "header": [{ "key": "Accept", "value": "application/json" }], "url": { "raw": "{{baseUrl}}/companies/{{companyId}}", "host": ["{{baseUrl}}"], "path": ["companies", "{{companyId}}"] }, "description": "Gets a single company by ID." } } ] }, { "name": "Connections", "item": [ { "name": "List connections", "request": { "method": "GET", "header": [{ "key": "Accept", "value": "application/json" }], "url": { "raw": "{{baseUrl}}/companies/{{companyId}}/connections", "host": ["{{baseUrl}}"], "path": ["companies", "{{companyId}}", "connections"] }, "description": "Lists the data connections for a company." } }, { "name": "Create connection", "request": { "method": "POST", "header": [ { "key": "Content-Type", "value": "application/json" }, { "key": "Accept", "value": "application/json" } ], "body": { "mode": "raw", "raw": "{\n \"platformKey\": \"gbol\"\n}" }, "url": { "raw": "{{baseUrl}}/companies/{{companyId}}/connections", "host": ["{{baseUrl}}"], "path": ["companies", "{{companyId}}", "connections"] }, "description": "Creates a connection for the company using a platform key." } } ] }, { "name": "Manage data", "item": [ { "name": "Refresh all data", "request": { "method": "POST", "header": [], "url": { "raw": "{{baseUrl}}/companies/{{companyId}}/data/all", "host": ["{{baseUrl}}"], "path": ["companies", "{{companyId}}", "data", "all"] }, "description": "Queues a refresh of all data types for a company." } }, { "name": "Refresh data type", "request": { "method": "POST", "header": [], "url": { "raw": "{{baseUrl}}/companies/{{companyId}}/data/queue/invoices", "host": ["{{baseUrl}}"], "path": ["companies", "{{companyId}}", "data", "queue", "invoices"] }, "description": "Queues a refresh of a single data type." } }, { "name": "Get data status", "request": { "method": "GET", "header": [{ "key": "Accept", "value": "application/json" }], "url": { "raw": "{{baseUrl}}/companies/{{companyId}}/dataStatus", "host": ["{{baseUrl}}"], "path": ["companies", "{{companyId}}", "dataStatus"] }, "description": "Returns the sync status for each data type of a company." } } ] }, { "name": "Accounting", "item": [ { "name": "List accounts", "request": { "method": "GET", "header": [{ "key": "Accept", "value": "application/json" }], "url": { "raw": "{{baseUrl}}/companies/{{companyId}}/data/accounts", "host": ["{{baseUrl}}"], "path": ["companies", "{{companyId}}", "data", "accounts"] }, "description": "Gets the latest chart of accounts for a company." } }, { "name": "List invoices", "request": { "method": "GET", "header": [{ "key": "Accept", "value": "application/json" }], "url": { "raw": "{{baseUrl}}/companies/{{companyId}}/connections/{{connectionId}}/data/invoices", "host": ["{{baseUrl}}"], "path": ["companies", "{{companyId}}", "connections", "{{connectionId}}", "data", "invoices"] }, "description": "Lists invoices for a connection." } }, { "name": "List bills", "request": { "method": "GET", "header": [{ "key": "Accept", "value": "application/json" }], "url": { "raw": "{{baseUrl}}/companies/{{companyId}}/connections/{{connectionId}}/data/bills", "host": ["{{baseUrl}}"], "path": ["companies", "{{companyId}}", "connections", "{{connectionId}}", "data", "bills"] }, "description": "Lists bills for a connection." } }, { "name": "List journal entries", "request": { "method": "GET", "header": [{ "key": "Accept", "value": "application/json" }], "url": { "raw": "{{baseUrl}}/companies/{{companyId}}/connections/{{connectionId}}/data/journalEntries", "host": ["{{baseUrl}}"], "path": ["companies", "{{companyId}}", "connections", "{{connectionId}}", "data", "journalEntries"] }, "description": "Lists journal entries for a connection." } }, { "name": "Get profit and loss", "request": { "method": "GET", "header": [{ "key": "Accept", "value": "application/json" }], "url": { "raw": "{{baseUrl}}/companies/{{companyId}}/connections/{{connectionId}}/data/financials/profitAndLoss", "host": ["{{baseUrl}}"], "path": ["companies", "{{companyId}}", "connections", "{{connectionId}}", "data", "financials", "profitAndLoss"] }, "description": "Gets the profit and loss report for a connection." } } ] }, { "name": "Banking", "item": [ { "name": "List banking accounts", "request": { "method": "GET", "header": [{ "key": "Accept", "value": "application/json" }], "url": { "raw": "{{baseUrl}}/companies/{{companyId}}/connections/{{connectionId}}/data/banking-accounts", "host": ["{{baseUrl}}"], "path": ["companies", "{{companyId}}", "connections", "{{connectionId}}", "data", "banking-accounts"] }, "description": "Lists standardized banking accounts for a connection." } }, { "name": "List banking transactions", "request": { "method": "GET", "header": [{ "key": "Accept", "value": "application/json" }], "url": { "raw": "{{baseUrl}}/companies/{{companyId}}/connections/{{connectionId}}/data/banking-transactions", "host": ["{{baseUrl}}"], "path": ["companies", "{{companyId}}", "connections", "{{connectionId}}", "data", "banking-transactions"] }, "description": "Lists standardized banking transactions for a connection." } } ] }, { "name": "Commerce", "item": [ { "name": "List commerce orders", "request": { "method": "GET", "header": [{ "key": "Accept", "value": "application/json" }], "url": { "raw": "{{baseUrl}}/companies/{{companyId}}/connections/{{connectionId}}/data/commerce-orders", "host": ["{{baseUrl}}"], "path": ["companies", "{{companyId}}", "connections", "{{connectionId}}", "data", "commerce-orders"] }, "description": "Lists commerce orders for a connection." } }, { "name": "List commerce payments", "request": { "method": "GET", "header": [{ "key": "Accept", "value": "application/json" }], "url": { "raw": "{{baseUrl}}/companies/{{companyId}}/connections/{{connectionId}}/data/commerce-payments", "host": ["{{baseUrl}}"], "path": ["companies", "{{companyId}}", "connections", "{{connectionId}}", "data", "commerce-payments"] }, "description": "Lists commerce payments for a connection." } } ] }, { "name": "Lending", "item": [ { "name": "Get enhanced profit and loss accounts", "request": { "method": "GET", "header": [{ "key": "Accept", "value": "application/json" }], "url": { "raw": "{{baseUrl}}/companies/{{companyId}}/reports/enhancedProfitAndLoss/accounts", "host": ["{{baseUrl}}"], "path": ["companies", "{{companyId}}", "reports", "enhancedProfitAndLoss", "accounts"] }, "description": "Assess-categorized profit and loss accounts for a company." } }, { "name": "Get data integrity status", "request": { "method": "GET", "header": [{ "key": "Accept", "value": "application/json" }], "url": { "raw": "{{baseUrl}}/data/companies/{{companyId}}/assess/dataTypes/banking-transactions/dataIntegrity/status", "host": ["{{baseUrl}}"], "path": ["data", "companies", "{{companyId}}", "assess", "dataTypes", "banking-transactions", "dataIntegrity", "status"] }, "description": "Returns the match status for a data type used in Assess data integrity." } } ] }, { "name": "Bank Feeds", "item": [ { "name": "List bank feed bank accounts", "request": { "method": "GET", "header": [{ "key": "Accept", "value": "application/json" }], "url": { "raw": "{{baseUrl}}/companies/{{companyId}}/connections/{{connectionId}}/data/bankAccounts", "host": ["{{baseUrl}}"], "path": ["companies", "{{companyId}}", "connections", "{{connectionId}}", "data", "bankAccounts"] }, "description": "Lists bank accounts available to receive a bank feed." } }, { "name": "Create bank feed bank accounts", "request": { "method": "PUT", "header": [ { "key": "Content-Type", "value": "application/json" }, { "key": "Accept", "value": "application/json" } ], "body": { "mode": "raw", "raw": "[]" }, "url": { "raw": "{{baseUrl}}/companies/{{companyId}}/connections/{{connectionId}}/data/bankAccounts", "host": ["{{baseUrl}}"], "path": ["companies", "{{companyId}}", "connections", "{{connectionId}}", "data", "bankAccounts"] }, "description": "Maps source accounts to target bank accounts in the accounting platform." } } ] }, { "name": "Payables", "item": [ { "name": "Create bill", "request": { "method": "POST", "header": [ { "key": "Content-Type", "value": "application/json" }, { "key": "Accept", "value": "application/json" } ], "body": { "mode": "raw", "raw": "{}" }, "url": { "raw": "{{baseUrl}}/companies/{{companyId}}/connections/{{connectionId}}/payables/bills", "host": ["{{baseUrl}}"], "path": ["companies", "{{companyId}}", "connections", "{{connectionId}}", "payables", "bills"] }, "description": "Creates a bill in the connected accounting platform." } }, { "name": "Create bill payment", "request": { "method": "POST", "header": [ { "key": "Content-Type", "value": "application/json" }, { "key": "Accept", "value": "application/json" } ], "body": { "mode": "raw", "raw": "{}" }, "url": { "raw": "{{baseUrl}}/companies/{{companyId}}/connections/{{connectionId}}/payables/bills/{{billId}}/payment", "host": ["{{baseUrl}}"], "path": ["companies", "{{companyId}}", "connections", "{{connectionId}}", "payables", "bills", "{{billId}}", "payment"] }, "description": "Records a payment against a bill." } } ] }, { "name": "Expenses", "item": [ { "name": "Create expense transactions", "request": { "method": "POST", "header": [ { "key": "Content-Type", "value": "application/json" }, { "key": "Accept", "value": "application/json" } ], "body": { "mode": "raw", "raw": "{}" }, "url": { "raw": "{{baseUrl}}/companies/{{companyId}}/sync/expenses/expense-transactions", "host": ["{{baseUrl}}"], "path": ["companies", "{{companyId}}", "sync", "expenses", "expense-transactions"] }, "description": "Creates an expense transaction to be reconciled into accounting software." } }, { "name": "Get mapping options", "request": { "method": "GET", "header": [{ "key": "Accept", "value": "application/json" }], "url": { "raw": "{{baseUrl}}/companies/{{companyId}}/sync/expenses/mappingOptions", "host": ["{{baseUrl}}"], "path": ["companies", "{{companyId}}", "sync", "expenses", "mappingOptions"] }, "description": "Gets accounts, tracking categories, and tax rates for expense mapping." } } ] }, { "name": "Sync for Commerce", "item": [ { "name": "Sync latest commerce data", "request": { "method": "POST", "header": [ { "key": "Content-Type", "value": "application/json" }, { "key": "Accept", "value": "application/json" } ], "body": { "mode": "raw", "raw": "{}" }, "url": { "raw": "{{baseUrl}}/companies/{{companyId}}/sync/commerce/latest", "host": ["{{baseUrl}}"], "path": ["companies", "{{companyId}}", "sync", "commerce", "latest"] }, "description": "Runs a commerce sync from the last successful sync to the specified date." } }, { "name": "Get commerce sync configuration", "request": { "method": "GET", "header": [{ "key": "Accept", "value": "application/json" }], "url": { "raw": "{{baseUrl}}/config/companies/{{companyId}}/sync/commerce", "host": ["{{baseUrl}}"], "path": ["config", "companies", "{{companyId}}", "sync", "commerce"] }, "description": "Returns a company's commerce sync configuration." } } ] } ] }