You signed in with another tab or window. Reload to refresh your session.You signed out in another tab or window. Reload to refresh your session.You switched accounts on another tab or window. Reload to refresh your session.Dismiss alert
Copy file name to clipboardExpand all lines: bankfeeds/docs/models/shared/company.md
+5-1Lines changed: 5 additions & 1 deletion
Display the source diff
Display the rich diff
Original file line number
Diff line number
Diff line change
@@ -1,6 +1,10 @@
1
1
# Company
2
2
3
-
A company in Codat represent a small or medium sized business, whose data you wish to share
3
+
In Codat, a company represents a business sharing access to their data. Each company can have multiple [connections](https://docs.codat.io/codat-api#/schemas/Connection) to different data sources such as one connection to [Xero](https://docs.codat.io/integrations/accounting/xero/accounting-xero) for accounting data, two connections to [Plaid](https://docs.codat.io/integrations/banking/plaid/banking-plaid) for two bank accounts and a connection to [Zettle](https://docs.codat.io/integrations/commerce/zettle/commerce-zettle) for POS data.
4
+
5
+
Typically each company is one of your customers.
6
+
7
+
When you create a company, you can specify a `name` and we will automatically generate a unique `id` for the company. You can also add a `description` to store any additional information about the company.
Copy file name to clipboardExpand all lines: bankfeeds/docs/models/shared/connection.md
+10-1Lines changed: 10 additions & 1 deletion
Display the source diff
Display the rich diff
Original file line number
Diff line number
Diff line change
@@ -1,6 +1,15 @@
1
1
# Connection
2
2
3
-
A connection represents the link between a `company` and a source of data.
3
+
A connection represents a [company's](https://docs.codat.io/codat-api#/schemas/Company) connection to a data source and allows you to synchronize data (pull and/or push) with that source.
4
+
5
+
A company can have multiple data connections depending on the type of data source it is connecting to. For example, a single company can link to:
6
+
7
+
-[Accounting data](https://docs.codat.io/accounting-api/overview) - 1 active connection.
8
+
-[Banking data](https://docs.codat.io/banking-api/overview) - Multiple active connections.
9
+
-[Commerce data](https://docs.codat.io/commerce-api/overview) - Multiple active connections.
10
+
Any combination of accounting, banking, and commerce data connections is allowed.
11
+
12
+
Before you can use a data connection to pull or push data, the company must grant you access to their business data by [linking the connection](https://docs.codat.io/auth-flow/overview).
Copy file name to clipboardExpand all lines: bankfeeds/docs/sdks/companies/README.md
+10-6Lines changed: 10 additions & 6 deletions
Display the source diff
Display the rich diff
Original file line number
Diff line number
Diff line change
@@ -14,7 +14,11 @@ Create and manage your Codat companies.
14
14
15
15
## create
16
16
17
-
Create a new company
17
+
Creates a new company that can be used to assign connections to.
18
+
19
+
If forbidden characters (see `name` pattern) are present in the request, a company will be created with the forbidden characters removed. For example, `Company (Codat[1])` with be created as `Company Codat1`.
20
+
21
+
18
22
19
23
### Example Usage
20
24
@@ -54,8 +58,8 @@ if res.company is not None:
54
58
55
59
## delete
56
60
57
-
Delete the given company from Codat.
58
-
This operation is not reversible.
61
+
62
+
Permanently deletes a company, its connections and any cached data. This operation is irreversible. If the company ID does not exist an error is returned.
59
63
60
64
### Example Usage
61
65
@@ -94,7 +98,7 @@ if res.status_code == 200:
94
98
95
99
## get
96
100
97
-
Get metadata for a single company
101
+
Returns the company for a valid identifier. If the identifier is for a deleted company, a not found response is returned.
98
102
99
103
### Example Usage
100
104
@@ -133,7 +137,7 @@ if res.company is not None:
133
137
134
138
## list
135
139
136
-
List all companies that you have created in Codat.
140
+
Returns a list of your companies. The company schema contains a list of [connections](https://docs.codat.io/codat-api#/schemas/Connection) related to the company.
137
141
138
142
### Example Usage
139
143
@@ -175,7 +179,7 @@ if res.companies is not None:
175
179
176
180
## update
177
181
178
-
Updates the given company with a new name and description
182
+
Updates both the name and description of the company.
Copy file name to clipboardExpand all lines: bankfeeds/docs/sdks/connections/README.md
+8-6Lines changed: 8 additions & 6 deletions
Display the source diff
Display the rich diff
Original file line number
Diff line number
Diff line change
@@ -15,7 +15,9 @@ Manage your companies' data connections.
15
15
16
16
## create
17
17
18
-
Create a data connection for a company
18
+
Creates a connection for the company by providing a valid `platformKey`.
19
+
20
+
Use the [List Integrations](https://docs.codat.io/codat-api#/operations/list-integrations) endpoint to access valid platform keys.
19
21
20
22
### Example Usage
21
23
@@ -57,8 +59,8 @@ if res.connection is not None:
57
59
58
60
## delete
59
61
60
-
Revoke and remove a connection from a company.
61
-
This operation is not reversible - the end user would need to reauthorize a new data connection if you wish to view new data for this company.
62
+
Revoke and remove a connection from a company.
63
+
This operation is not reversible. The end user would need to reauthorize a new data connection if you wish to view new data for this company.
62
64
63
65
### Example Usage
64
66
@@ -98,7 +100,7 @@ if res.status_code == 200:
98
100
99
101
## get
100
102
101
-
Get a single connection for a company
103
+
Returns a specific connection for a company when valid identifiers are provided. If the identifiers are for a deleted company and/or connection, a not found response is returned.
102
104
103
105
### Example Usage
104
106
@@ -138,7 +140,7 @@ if res.connection is not None:
138
140
139
141
## list
140
142
141
-
List the connections for a company
143
+
List the connections for a company.
142
144
143
145
### Example Usage
144
146
@@ -222,7 +224,7 @@ if res.proxy_response is not None:
222
224
223
225
## unlink_connection
224
226
225
-
This allows you to deauthorize a connection, without deleting it from Codat. This means you can still view any data that has previously been pulled into Codat, and also lets you re-authorize in future if your customer wishes to resume sharing their data.
227
+
This allows you to deauthorize a connection, without deleting it from Codat. This means you can still view any data that has previously been pulled into Codat, and also lets you re-authorize in future if your customer wishes to resume sharing their data.
Creates a new company that can be used to assign connections to.
19
+
20
+
If forbidden characters (see `name` pattern) are present in the request, a company will be created with the forbidden characters removed. For example, `Company (Codat[1])` with be created as `Company Codat1`.
Permanently deletes a company, its connections and any cached data. This operation is irreversible. If the company ID does not exist an error is returned.
List all companies that you have created in Codat.
144
+
Returns a list of your companies. The company schema contains a list of [connections](https://docs.codat.io/codat-api#/schemas/Connection) related to the company.
Returns a specific connection for a company when valid identifiers are provided. If the identifiers are for a deleted company and/or connection, a not found response is returned.
0 commit comments