Codat API

Authors: Irene Cho

Description

This plugin is a low-code option for the UK’s fintech SaaS called Codat. https://www.codat.io/ The solutions include an extensive choices of API level connectivity to many financial services. It allows the ARGOS Low-code users to integrate some of those handy Codat features into their automation scenario without coding.

For more information about Codat API

https://docs.codat.io/docs

Primary Features

Get customer or connection id and create or retrieve invoices.

Need help?

Technical contact to tech@argos-labs.com

May you search all operations,

Input (Required)

Endpoint
API Key
Company Id

Plugin Operations and Parameters

Operations	Parameters	Output
Get Customer ID	Endpoint, API Key, Company Id	Name, Id (csv)
Get Connection ID	Endpoint, API Key, Company Id	Connection Id (str)
Create Invoice	Connection Id	Invoice Id (str)
Create Invoice	Invoice Datafile: An absolute file path of the invoice file. Refer to the invoice template.	Invoice Id (str)
Retrieve Invoice	Invoice Id	File path of the invoice file (str)
Retrieve Invoice	Output(optional): Specify the absolute output file path	File path of the invoice file (str)

Invoice Template in Codat API

To create an invoice using Codat API, you must follow the certain format of invoice data (json).
The only required parameter to create an invoice is Customer Id. It can be obtained from the operation of ‘Get Customer Id’ in Codat plugin.

See Below for the sample json file for Codat invoice creation

Invoice-template

{
    "currency": "GBP",
    "currencyRate": 1.0,
    "id": "str",
    "invoiceNumber": __Invoice Number__,
    "customerRef": {
        "id": __CustomerID__
    },
    "issueDate": __Invoice Date__,
    "dueDate": __Due Date__,
    "lineItems": [
        {
            "accountRef": {
                "id": "string",
                "name": "string"
            },
            "description": "string",
            "discountAmount": 0,
            "discountPercentage": 0,
            "itemRef": {
                "id": "string",
                "name": "string"
            },
            "quantity": 0,
            "subTotal": 0,
            "taxAmount": 0,
            "taxRateRef": {
                "id": "string",
                "name": "string"
            },
            "totalAmount": 0,
            "tracking": {
                "categoryRefs": [
                    {
                        "id": "string",
                        "name": "string"
                    }
                ],
                "customerRef": {
                    "companyName": "string",
                    "id": "string"
                },
                "isBilledTo": "Unknown",
                "projectRef": {
                    "id": "string",
                    "name": "string"
                }
            },
            "trackingCategoryRefs": [
                {
                    "id": "string",
                    "name": "string"
                }
            ],
            "unitAmount": 0
        }
    ],
    "modifiedDate": "2021-01-25T17:41:01.729Z",
    "note": "string",
    "paidOnDate": "2021-01-25T17:41:01.729Z",
    "paymentAllocations": [
        {
            "accountRef": {
                "id": "string",
                "name": "string"
            },
            "allocatedOnDate": "2021-01-25T17:41:01.730Z",
            "currency": "string",
            "currencyRate": 0,
            "date": "2021-01-25T17:41:01.730Z",
            "id": "string",
            "note": "string",
            "reference": "string",
            "totalAmount": 0
        }
    ],
    "sourceModifiedDate": "2021-01-25T17:41:01.729Z",
    "status": "Draft",
    "subTotal": __Net Total__,
    "totalAmount": __Gross Total__,
    "totalDiscount": 0,
    "totalTaxAmount": 0
}

Additional help information for the Codat website can be accessed from here/

https://api.codat.io/swagger/index.html#/

Example of parameter settings

Return Code

Code	Meaning
0	Execution successful
1	Execution failed

All Plugins