Codat to Tableau Integration

How Datrise loads Codat into Tableau

Datrise syncs Codat's companies, accounts, invoices, bills, journal entries, and payments into Tableau as warehouse tables or a refreshed .hyper extract. Flexible or custom fields land in flattened columns for Tableau fields, and timestamps such as created, updated, and status changes are typed as date/datetime fields.

Sync is incremental: Datrise uses incremental refresh of the tables behind a live connection or extract, so re-runs update only what changed. Date-partitioned facts to keep extract refresh quick. Tableau .hyper extracts snapshot data, so Datrise keeps the source tables incremental and lets you choose live vs extract.

Ideal for visual analytics and dashboards in Tableau.

Endpoints

Codat: Unified API for accounting and banking data.

Tableau: Salesforce analytics platform for interactive dashboards and visual exploration.

How Codat entities map to Tableau

Codat entity	Tableau object	Notes
companies	`codat_companies`	id PK · custom fields → flattened columns for Tableau fields
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 Tableau?

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

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

It runs incrementally — Datrise uses incremental refresh of the tables behind a live connection or extract.

Related pipelines

Early access

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