Integrate Codat with Wrike

About Codat

Codat is an API that allows for seamless, straightforward integrations with accountancy and financial software systems. By simplifying the integration process, it allows users to take their mind off of ETL and shift their focus to improving their business and their core offerings.

About Wrike

Wrike is a cloud-based collaboration and project management software that scales across teams in any business. It allows companies to gain visibility, simplify their planning and streamline their workflow, giving them a better chance at long-term success, clarity, and insights.

Popular Use Cases

Bring all your Codat data to Amazon Redshift

Load your Codat data to Google BigQuery

ETL all your Codat data to Snowflake

Move your Codat data to MySQL

Bring all your Wrike data to Amazon Redshift

Load your Wrike data to Google BigQuery

ETL all your Wrike data to Snowflake

Move your Wrike data to MySQL

Integrate Codat With Wrike Today

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Codat's End Points

Codat Companies

Add company entities and organize them by various properties, including contact details, company name, registration number, etc. Then, retrieve this information as necessary or integrate it with other relevant customer platforms.

Codat Bills

Use the bills resource to integrate your billing and organize it based on various properties, including ID, status, issue date, and currency. You can also retrieve all bills for a company as necessary to ensure that your information is always accurate and comprehensive.

Codat Credits

Keep a record of the reduction in amount owed to a company resource by a customer. This information may also be linked to an invoice in the underlying accounting platform.

Codat Invoices

Monitor data on any invoice that was sent to a client. This includes both basic details about the invoice and details about the current status of the invoice i.e. if it was sent, paid, disputed, etc. This data can help you get a clearer view of your expected revenue gains and losses, which can help you to run accurate predictive analyses.

Codat Payments

Gather data about payments made on the invoices that you have sent to your clients. Use this data to track how much you are making from specific customers or during specific time periods. This will allow you to hone your marketing efforts and score leads more effectively.

Wrike's End Points

Wrike Accounts

For account-specific insights, you can also search among all tasks in one account. This can help focus your search and quickly understand the strengths and weaknesses of each of your accounts.

Wrike Tasks

If you need an important piece of company-wide information, you can search among all tasks in all accounts. This function can help you extract big-picture project insights with just a few clicks, allowing you to prepare your data for analytics.

Wrike Folders

Search among tasks in a specific folder for highly targeted data and insights. Then, combine this information with data from other business-critical data sources to understand it more comprehensively.

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