DatriseAI-first ETL

Codat to Redash Integration

AI-first ETL from Codat into Redash. Governed entities, incremental sync, typed landing tables.

How Datrise loads Codat into Redash

Datrise syncs Codat's companies, accounts, invoices, bills, journal entries, and payments into Redash as SQL tables Redash queries and visualizes. Flexible or custom fields land in flattened columns for query results, and timestamps such as created, updated, and status changes are typed as temporal columns.

Sync is incremental: Datrise uses incremental refresh of the connected tables, so re-runs update only what changed. Date-partitioned facts for scheduled queries. Redash caches query results on a schedule, so Datrise keeps tables incrementally fresh so cached dashboards reflect reality.

Ideal for lightweight, query-driven dashboards.

Endpoints

Codat: Unified API for accounting and banking data.

Redash: Open-source SQL client for queries, visualizations, and dashboards.

How Codat entities map to Redash

Codat entityRedash objectNotes
companiescodat_companiesid PK · custom fields → flattened columns for query results
accountscodat_accountsid PK · linked to codat_companies
invoicescodat_invoicesid PK · linked to codat_companies
billscodat_billsid PK · linked to codat_companies

FAQ

How does Datrise handle Codat's custom fields in Redash?

Flexible values are stored as flattened columns for query results, so new fields don't require a migration; strongly-typed fields — dates, numbers, and references — are promoted to native Redash types.

How does the Codat to Redash sync stay up to date?

It runs incrementally — Datrise uses incremental refresh of the connected tables.

Related pipelines

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