The Codat link site is a front-end interface, powered by the Codat API, which guides end users through the process of linking their financial accounts. The link site removes the need for Codat clients to implement their own front-end UX for the linking process and can be included as part of an existing customer journey.
How to configure the Codat Link Site
The Codat Link site can be configured on the Portal by clicking on the Authorisation Flow option. From here you have the option to customise the:
- Introduction Page which allows customers to create enter their own Company name, instead of manually setting up in the Portal.
- Link Site page where the users will select their accounting package and begin the authorisation workflow.
- Authorisation Redirection URL which page your clients are redirected to once they've authorised their Codat connection by using a custom redirect parameter, set in the Codat portal.
For the Codat Introduction page and Link Site the information displayed on the site can be customised including:
- Page Title
- Colours
- Data Access – List of the types of information that you will be pulling from the accounting packages (important for transparency for your customers).
- Help and Support – add links to your Support contacts or documentation.
Setup the Authentication Redirect
Choose which page your clients are redirected to once they've authorised their Codat connection by using a custom redirect parameter set in the Codat portal.
See how to configure the Authentication Redirect for more information.