Codat to Microsoft SQL Server Integration

How Datrise loads Codat into Microsoft SQL Server

Datrise syncs Codat's companies, accounts, invoices, bills, journal entries, and payments into Microsoft SQL Server as a typed table per source entity. Flexible or custom fields land in NVARCHAR(MAX) JSON columns, and timestamps such as created, updated, and status changes are typed as datetime2.

Sync is incremental: Datrise uses a watermark on updated-at, applied with a MERGE statement, so re-runs update only what changed. Optional partitioned tables on a date partition function. SQL Server defaults to a case-insensitive collation, so Datrise preserves original casing in a metadata column to avoid silent key collisions.

Ideal for Microsoft-stack analytics and Power BI Import models.

Endpoints

Codat: Unified API for accounting and banking data.

Microsoft SQL Server: Microsoft relational DB with enterprise features.

How Codat entities map to Microsoft SQL Server

Codat entity	Microsoft SQL Server object	Notes
companies	`codat_companies`	id PK · custom fields → NVARCHAR(MAX) JSON 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 Microsoft SQL Server?

Flexible values are stored as NVARCHAR(MAX) JSON columns, so new fields don't require a migration; strongly-typed fields — dates, numbers, and references — are promoted to native Microsoft SQL Server types.

How does the Codat to Microsoft SQL Server sync stay up to date?

It runs incrementally — Datrise uses a watermark on updated-at, applied with a MERGE statement.

Related pipelines

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