Commerce sync settings

Set commerce data types to automatically pull data when a company is first authorized

Update your sync settings to automatically retrieve commerce data from linked companies.

Update commerce sync settings in the Codat Portal

In the Codat Portal:

1. In the navigation bar, click Settings > Data types.

2. Find the following data types and set the Fetch on first link toggle to On:

   • Commerce - Company Info
   • Commerce - Orders
   • Commerce - Products
   • Commerce - Disputes
   • Commerce - Locations
   • Commerce - Transactions
   • Commerce - Customers
   • Commerce - Payments
   • Commerce - Payment Methods

   You can update the other Data type settings when you've decided how frequently you want to sync commerce data.

3. Select Save Changes to update your configuration.