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Get started with Bank Feeds API

Understand the basics of using Bank Feeds API and learn how to perform the initial setup for the product

Journey overview​

The diagram below represents the overall activity flow when using Bank Feeds API, including your SMB customer and their accounting platform. It assumes you are using Codat's mapping interface to let the user select the accounts used for pushing bank statements.

If you are using one of the other mapping UI options, you can visualize the flow by simply changing the actor of the mapping operation from Codat to Your application or Accounting platform.

Once you decide to build this flow with Bank Feeds API, you need to configure Codat accordingly. Let's go through these requirements in detail.

Enable Bank Feeds API​

  1. Open the Codat Portal and sign in.
  2. Click on Settings > Organizational settings > Products.
  3. In the list of products, find Bank Feeds API and click Enable. Then, follow the on-screen prompt.

Manage data sources​

In the Codat Portal, navigate to Settings > Integrations and click Manage integrations. Next, click Manage next to the specific integration you want to enable and set it up to serve as a data source for the product.

US
Canada

Some of these integrations require additional setup specific to bank feeds. We walk you through these in our integration-specific instructions in the Manage integrations section of our Bank Feeds API documentation.

Authorization flow​

As part of using Bank Feeds API, you will need your customers to authorize your access to their data. To do so, use Embedded Link - our pre-built, embeddable, conversion-optimized, and white-labeled authorization flow.

The solution lets you tailor the authorization journey to your business needs. You can:

Webhooks​

Codat supports a range of webhooks to help you manage your data pipelines. In the Codat Portal, navigate to Settings > Webhooks > Rules and click Create new rule to set up the following webhook and get the most out of Bank Feeds API:

  • Push operation status has changed

    Use this webhook to track the completion of the operation to create bank transactions in the target platform. When you receive a notification from this webhook, check the status value in the body. A Success status means the transactions array has been successfully pushed to the accounting software. In case of errors, resolve the issue and resend the payload.

Recap

You have enabled Bank Feeds API, set up the relevant integrations, configured auth flow parameters, and noted the recommended webhook. This completes the initial setup of the product.

Next, you will create a Codat

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, its
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, and a source bank account to build out the core infrastructure required to establish a bank feed.

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