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Sending Financial Data to Salesforce Without the Hassle Thanks to Codat and Amazon AppFlow

JR Beaudoin3 min read

The combined magic of Codat and Amazon AppFlow

We’ve recently built a secure data pipeline for a customer called Founders First Capital Partners. They needed to automatically load large amounts of financial data into Salesforce, their CRM, in order to make investment decisions. We used Amazon’s managed data integration service — AppFlow — which takes care of creating a secure connection and sending data to Salesforce. To retrieve the data securely from several financial tools, we leveraged Codat. Codat’s single API powers robust integrations to over 29 different financial tools including QuickBooks, Stripe, Plaid and Oracle NetSuite. Codat takes care of all the heavy lifting involved in these integrations — authorization, data standardization,ongoing connectivity — leaving us free to focus on how to best use this data.

The architecture

We designed a simple serverless architecture that fit our needs.

Architecture diagram of a serverless solution connecting Codat to Salesforce with Amazon AppFlow

Benefits of using these tools

Why would you do this instead of “simply” writing the connection to the APIs?

Trade-offs of our solution

The combination of Codat with Amazon AppFlow allowed us to load large amounts of critical financial data into Salesforce in a very short amount of time, with minimal development effort. I hope you can also save time by using these amazing tools!

Thanks to Nate Ritter, CTO of Founders First Capital Partners, for giving us the opportunity to work on this small piece of serverless sorcery. Founders First Capital Partners are based in San Diego, CA and support diverse founder-led small businesses and those in low to moderate income areas by providing them with funding and acceleration services.

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