Accounting Sync — Mercoa

Mercoa currently supports accounting sync with Codat and Rutter. These will be refered to as “Accounting Sync Platforms”.

Add API Key

In the developer portal, choose the accounting sync platform and provide your API key.

Sync Entity

You will need to tie the Mercoa entity with the business object created in the accounting sync platform. Mercoa can create a new object in the accounting sync platform, or tie the entity to an existing object.

Link Accounting Platform

If your user has not configured their accounting software with the accounting sync platform, you can generate a link from the accounting sync platform to let them connect their accounting software to the platform.

Sync Vendors and Bills

Vendors and bills are synced on demand. Currently, there is no automatic sync.