Codat to Snowflake Integration

How Datrise loads Codat into Snowflake

Datrise syncs Codat's companies, accounts, invoices, bills, journal entries, and payments into Snowflake as a typed table per source entity. Flexible or custom fields land in VARIANT columns, and timestamps such as created, updated, and status changes are typed as TIMESTAMP_TZ.

Sync is incremental: Datrise uses staged loads merged on stable id with MERGE, so credits scale with change volume, not table size, so re-runs update only what changed. Automatic micro-partitioning, with optional clustering keys on high-cardinality ids. Snowflake upper-cases unquoted identifiers, so Datrise standardizes on lower-case quoted names to keep column references stable.

Ideal for central analytics warehouses feeding BI and AI workloads.

Endpoints

Codat: Unified API for accounting and banking data.

Snowflake: Cloud data warehouse with separated compute and storage.

How Codat entities map to Snowflake

Codat entity	Snowflake object	Notes
companies	`codat_companies`	id PK · custom fields → VARIANT 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 Snowflake?

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

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

It runs incrementally — Datrise uses staged loads merged on stable id with MERGE, so credits scale with change volume, not table size.

Related pipelines

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