Codat to MicroStrategy Integration
AI-first ETL from Codat into MicroStrategy. Governed entities, incremental sync, typed landing tables.
How Datrise loads Codat into MicroStrategy
Datrise syncs Codat's companies, accounts, invoices, bills, journal entries, and payments into MicroStrategy as warehouse tables for MicroStrategy's schema objects. Flexible or custom fields land in flattened columns, and timestamps such as created, updated, and status changes are typed as date/time dimensions.
Sync is incremental: Datrise uses incremental refresh of the warehouse tables behind attributes and metrics, so re-runs update only what changed. Date-partitioned facts. MicroStrategy maps attributes to columns, so Datrise lands stable keys and names so metrics don't break.
Ideal for large-scale enterprise reporting and governance.
Endpoints
Codat: Unified API for accounting and banking data.
MicroStrategy: Enterprise BI with dossiers, governed metrics, and mobility.
How Codat entities map to MicroStrategy
| Codat entity | MicroStrategy object | Notes |
|---|---|---|
| companies | codat_companies | id PK · custom fields → flattened columns |
| accounts | codat_accounts | id PK · linked to codat_companies |
| invoices | codat_invoices | id PK · linked to codat_companies |
| bills | codat_bills | id PK · linked to codat_companies |
FAQ
How does Datrise handle Codat's custom fields in MicroStrategy?
Flexible values are stored as flattened columns, so new fields don't require a migration; strongly-typed fields — dates, numbers, and references — are promoted to native MicroStrategy types.
How does the Codat to MicroStrategy sync stay up to date?
It runs incrementally — Datrise uses incremental refresh of the warehouse tables behind attributes and metrics.
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Early access
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