Implemented

Accounting, billing & payments

Codat

Codat companies, connections, sync status and the accounting data model (invoices, bills, customers, suppliers, accounts, journals, payments) with push writes.

Read and write your SMB customers' accounting data across QuickBooks, Xero, Sage, NetSuite and more through one Codat model.

Build a flow with Codat Provider API documentation

Source actions

Destination actions

Data types

Validation status

Implemented · fixture tested.

Implementation is checked against provider-shaped fixtures for every action, authentication failures, rate limits, pagination and duplicate safety. Provider sandbox and authorised account validation are recorded separately when credential-backed runs are completed.

What you can map

accounts

Get account
Source
One account by ID.
accounts.get
List accounts
Source
Incremental
Accounts from the company's accounting platform as last synced by Codat, with modifiedDate incremental filtering.
accounts.list

bill payments

Get bill payment
Source
One bill payment by ID.
bill_payments.get
List bill payments
Source
Incremental
Bill payments from the company's accounting platform as last synced by Codat, with modifiedDate incremental filtering.
bill_payments.list

bills

Create bill
Destination
Not retried automatically
Approval before production
Pushes a new bill to the company's accounting platform through Codat.
bills.create
Get bill
Source
One bill by ID.
bills.get
List bills
Source
Incremental
Bills from the company's accounting platform as last synced by Codat, with modifiedDate incremental filtering.
bills.list
Update bill
Destination
Provider duplicate protection
Approval before production
Pushes a full replacement of an existing bill through Codat (PUT); send every field the platform needs.
bills.update

companies

Create company
Destination
Not retried automatically
Approval before production
Creates a Codat company and returns its redirect link for the SMB to connect.
companies.create
Get company
Source
One company with its connections.
companies.get
List companies
Source
Companies (your SMB customers) in the Codat instance with their connections.
companies.list
Update company
Destination
Provider duplicate protection
Approval before production
Updates a company's name or description (PATCH).
companies.update

connections

Get connection
Source
One data connection with status and errors.
connections.get
List connections
Source
Data connections (accounting, banking, commerce) for a company.
connections.list

credit notes

Get credit note
Source
One credit note by ID.
credit_notes.get
List credit notes
Source
Incremental
Credit notes from the company's accounting platform as last synced by Codat, with modifiedDate incremental filtering.
credit_notes.list

customers

Create customer
Destination
Not retried automatically
Approval before production
Pushes a new customer to the company's accounting platform through Codat.
customers.create
Get customer
Source
One customer by ID.
customers.get
List customers
Source
Incremental
Customers from the company's accounting platform as last synced by Codat, with modifiedDate incremental filtering.
customers.list
Update customer
Destination
Provider duplicate protection
Approval before production
Pushes a full replacement of an existing customer through Codat (PUT); send every field the platform needs.
customers.update

data refresh

Refresh data type
Destination
Provider duplicate protection
Approval before production
Queues a sync of one data type from the company's platform and returns the pull operation.
data_refresh.create

data status

List data status
Source
Last successful sync and current status per data type for a company.
data_status.list

invoices

Create invoice
Destination
Not retried automatically
Approval before production
Pushes a new invoice to the company's accounting platform through Codat.
invoices.create
Get invoice
Source
One invoice by ID.
invoices.get
List invoices
Source
Incremental
Invoices from the company's accounting platform as last synced by Codat, with modifiedDate incremental filtering.
invoices.list
Update invoice
Destination
Provider duplicate protection
Approval before production
Pushes a full replacement of an existing invoice through Codat (PUT); send every field the platform needs.
invoices.update

items

Get item
Source
One item by ID.
items.get
List items
Source
Incremental
Items from the company's accounting platform as last synced by Codat, with modifiedDate incremental filtering.
items.list

journal entries

Get journal entry
Source
One journal entry by ID.
journal_entries.get
List journal entries
Source
Incremental
Journal entries from the company's accounting platform as last synced by Codat, with modifiedDate incremental filtering.
journal_entries.list

journals

Get journal
Source
One journal by ID.
journals.get
List journals
Source
Incremental
Journals from the company's accounting platform as last synced by Codat, with modifiedDate incremental filtering.
journals.list

payments

Get payment
Source
One payment by ID.
payments.get
List payments
Source
Incremental
Payments from the company's accounting platform as last synced by Codat, with modifiedDate incremental filtering.
payments.list

pull operations

Get pull operation
Source
One data sync with progress and status.
pull_operations.get
List pull operations
Source
History of data syncs for a company.
pull_operations.list

purchase orders

Get purchase order
Source
One purchase order by ID.
purchase_orders.get
List purchase orders
Source
Incremental
Purchase orders from the company's accounting platform as last synced by Codat, with modifiedDate incremental filtering.
purchase_orders.list

push operations

Get push operation
Source
Status of one push operation, including validation errors and the created record ID.
push_operations.get
List push operations
Source
History of writes pushed to the company's platform.
push_operations.list

sales orders

Get sales order
Source
One sales order by ID.
sales_orders.get
List sales orders
Source
Incremental
Sales orders from the company's accounting platform as last synced by Codat, with modifiedDate incremental filtering.
sales_orders.list

suppliers

Create supplier
Destination
Not retried automatically
Approval before production
Pushes a new supplier to the company's accounting platform through Codat.
suppliers.create
Get supplier
Source
One supplier by ID.
suppliers.get
List suppliers
Source
Incremental
Suppliers from the company's accounting platform as last synced by Codat, with modifiedDate incremental filtering.
suppliers.list
Update supplier
Destination
Provider duplicate protection
Approval before production
Pushes a full replacement of an existing supplier through Codat (PUT); send every field the platform needs.
suppliers.update

tax rates

Get tax rate
Source
One tax rate by ID.
tax_rates.get
List tax rates
Source
Incremental
Tax rates from the company's accounting platform as last synced by Codat, with modifiedDate incremental filtering.
tax_rates.list

tracking categories

Get tracking category
Source
One tracking category by ID.
tracking_categories.get
List tracking categories
Source
Incremental
Tracking categories from the company's accounting platform as last synced by Codat, with modifiedDate incremental filtering.
tracking_categories.list

Authentication

Codat API key (Basic, base64-encoded)

Plans and access

Codat client with the Accounting API (or a product that includes it) enabled; write-back depends on each platform's support. The API key acts for the whole Codat instance. Data is the last synced copy; pushes write to the SMB's live accounting platform.

Test environment

Codat instances include a sandbox integration with synthetic company data; use a separate instance or companies for testing.

Rate limits

1,000 × (1 + active connected companies) requests per day and 10 concurrent requests per active company; HTTP 429 with Retry-After. Underlying platform limits also apply.

Pagination

page and pageSize (up to 5,000; Nexra uses 500) with totalResults.

Provider events

Codat webhooks for company, connection, data sync completion, push operation and record change events. Nexra event triggers are not yet available; flows run on demand or on a schedule.

Before you build a flow

Deleting companies, connections, invoices, bills, bill payments, direct costs and journal entries, unlinking connections, API key, webhook and settings management are intentionally not automated.
Payment, bill payment, transfer, bank transaction and journal entry pushes are not exposed; payments are read-only records in the accounting platform.
Reads return Codat's last synced copy; queue a refresh and watch pull operations or webhooks for fresh data.
Pushes are asynchronous and platform-dependent; a push can be Pending, then succeed or fail validation in the target platform.
Updates are full replacements (PUT); omitted fields may be cleared by the platform.
Codat documents no idempotency key for pushes; uncertain creates are not repeated automatically.
Incremental reads use the documented query language (modifiedDate>…); other free-form queries are not exposed.
Codat returns HTTP 402 when the product or plan does not include an endpoint; Nexra reports it as a permission error.
Banking, commerce, lending, expenses and bank feeds products are not covered.

Developer reference

Create the Codat credentials described above with the narrowest permissions your flows need.
In Nexra, open Connect, then Connections, then New connection, choose Codat, enter its settings and credentials, and tick only the write actions you need. Connection guide
Test the connection, then use its actions as flow sources and destinations. Flow guide

Codat docsAPI reference Codat docsAuthentication Codat docsRate limits Codat docsWebhooks

Machine-readable detail: GET /api/public/connect/connectors/codat and the Connections API.