Video guide: Your first ten minutes

From signing up to syncing data in 10 minutes.

Your first ten minutes with Codat

In this video we'll sign up to Codat, set up the Xero integration, and pull data from Xero.

Checklist

• Sign up to Codat
• Intro to basic concepts
• Sign up to Xero
• See the auth flow in action
• Authorize access to Xero
• Pull Xero Demo Company data

Your next ten minutes with Codat

In this video we'll pick up from the last video, create some data in Xero, and then pull that new data into Codat.

Checklist

• Create a product in Xero
• Create customers in Xero
• Create invoices in Xero
• Pull the data into Codat
• Explore the data type settings