Codat to Yellowfin Integration
AI-first ETL from Codat into Yellowfin. Governed entities, incremental sync, typed landing tables.
How Datrise loads Codat into Yellowfin
Datrise syncs Codat's companies, accounts, invoices, bills, journal entries, and payments into Yellowfin as warehouse tables Yellowfin builds views on. 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 connected tables, so re-runs update only what changed. Date-partitioned facts. Yellowfin views reference columns by name, so Datrise lands stable, well-typed columns to keep reports valid.
Ideal for dashboards with automated data storytelling.
Endpoints
Codat: Unified API for accounting and banking data.
Yellowfin: BI suite with dashboards, automated insights, and data storytelling.
How Codat entities map to Yellowfin
| Codat entity | Yellowfin 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 Yellowfin?
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 Yellowfin types.
How does the Codat to Yellowfin sync stay up to date?
It runs incrementally — Datrise uses incremental refresh of the connected tables.
Related pipelines
More destinations for Codat
Early access
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