From bcbbf0aa1046ed91aef47760d512b59b4a7ce42c Mon Sep 17 00:00:00 2001 From: pmckinney-codat Date: Wed, 21 Jan 2026 15:03:32 +0000 Subject: [PATCH 1/3] Update supported Intelligent Upload integrations --- src/components/Integrations/integrations.js | 58 +++++++++++++-------- 1 file changed, 36 insertions(+), 22 deletions(-) diff --git a/src/components/Integrations/integrations.js b/src/components/Integrations/integrations.js index 147ae8864..ac10012fb 100644 --- a/src/components/Integrations/integrations.js +++ b/src/components/Integrations/integrations.js @@ -182,35 +182,35 @@ export const spendInsightsFileUpload = [ name: "Exact Online (Netherlands)", to: "/spend-insights/resources/link-file", sourceType: "accounting", - tags: ["Bills"], + tags: ["Bills", "Suppliers (optional)", "Payments (optional)", "Direct costs (optional)"], img: "https://static.codat.io/public/officialLogos/Square/exact.png", }, { name: "Exact Online (UK)", to: "/spend-insights/resources/link-file", sourceType: "accounting", - tags: ["Bills"], + tags: ["Bills", "Suppliers (optional)", "Payments (optional)", "Direct costs (optional)"], img: "https://static.codat.io/public/officialLogos/Square/exact.png", }, { name: "Foundation", to: "/spend-insights/resources/link-file", sourceType: "accounting", - tags: ["Bills"], + tags: ["Bills", "Suppliers (optional)", "Payments (optional)", "Direct costs (optional)"], img: "https://static.codat.io/public/officialLogos/Square/foundation.png", }, { name: "FreeAgent", to: "/spend-insights/resources/link-file", sourceType: "accounting", - tags: ["Bills"], + tags: ["Bills", "Suppliers (optional)", "Payments (optional)", "Direct costs (optional)"], img: "https://static.codat.io/public/officialLogos/Square/freeagent.png", }, { name: "FreshBooks", to: "/spend-insights/resources/link-file", sourceType: "accounting", - tags: ["Bills"], + tags: ["Bills", "Suppliers (optional)", "Payments (optional)", "Direct costs (optional)"], img: "https://static.codat.io/public/officialLogos/Square/freshbooks.png", }, { @@ -234,6 +234,13 @@ export const spendInsightsFileUpload = [ tags: ["Bills", "Suppliers", "Payments"], img: "https://static.codat.io/public/officialLogos/Square/D3A7993F-8165-46EF-8C61-F3C06C3EF88A.png", }, + { + name: "Intuit Enterprise Suite", + to: "/spend-insights/resources/link-file", + sourceType: "accounting", + tags: ["Bills", "Suppliers", "Payments", "Direct costs"], + img: "https://static.codat.io/public/officialLogos/Square/D3A7993F-8165-46EF-8C61-F3C06C3EF88A.png", + }, { name: "Meditech", to: "/spend-insights/resources/link-file", @@ -259,21 +266,21 @@ export const spendInsightsFileUpload = [ name: "Dynamics 365 Finance", to: "/spend-insights/resources/link-file", sourceType: "accounting", - tags: ["Bills"], + tags: ["Bills", "Suppliers (optional)", "Payments (optional)", "Direct costs (optional)"], img: "https://static.codat.io/public/officialLogos/Square/6B579544-0E46-4F02-B343-578CE5C3C6CC.png", }, { name: "Dynamics SL", to: "/spend-insights/resources/link-file", sourceType: "accounting", - tags: ["Bills"], + tags: ["Bills", "Suppliers (optional)", "Payments (optional)", "Direct costs (optional)"], img: "https://static.codat.io/public/officialLogos/Square/6B579544-0E46-4F02-B343-578CE5C3C6CC.png", }, { name: "Dynamics Great Plains", to: "/spend-insights/resources/link-file", sourceType: "accounting", - tags: ["Bills", "Suppliers", "Payments", "Direct costs"], + tags: ["Bills and bill payments", "Suppliers", "Direct costs"], img: "https://static.codat.io/public/officialLogos/Square/6B579544-0E46-4F02-B343-578CE5C3C6CC.png", }, { @@ -294,42 +301,42 @@ export const spendInsightsFileUpload = [ name: "Cloud ERP", to: "/spend-insights/resources/link-file", sourceType: "accounting", - tags: ["Bills"], + tags: ["Bills", "Suppliers (optional)", "Payments (optional)", "Direct costs (optional)"], img: "https://static.codat.io/public/officialLogos/Square/oracle.png", }, { name: "E-Business Suite (EBS)", to: "/spend-insights/resources/link-file", sourceType: "accounting", - tags: ["Bills"], + tags: ["Bills", "Suppliers (optional)", "Payments (optional)", "Direct costs (optional)"], img: "https://static.codat.io/public/officialLogos/Square/oracle.png", }, { name: "EBS R12", to: "/spend-insights/resources/link-file", sourceType: "accounting", - tags: ["Bills"], + tags: ["Bills", "Suppliers (optional)", "Payments (optional)", "Direct costs (optional)"], img: "https://static.codat.io/public/officialLogos/Square/oracle.png", }, { name: "Fusion", to: "/spend-insights/resources/link-file", sourceType: "accounting", - tags: ["Bills"], + tags: ["Bills", "Suppliers (optional)", "Payments (optional)", "Direct costs (optional)"], img: "https://static.codat.io/public/officialLogos/Square/oracle.png", }, { name: "JD Edwards EnterpriseOne", to: "/spend-insights/resources/link-file", sourceType: "accounting", - tags: ["Bills"], + tags: ["Bills", "Suppliers (optional)", "Payments (optional)", "Direct costs (optional)"], img: "https://static.codat.io/public/officialLogos/Square/oracle-jd-edwards.png", }, { name: "JD Edwards World", to: "/spend-insights/resources/link-file", sourceType: "accounting", - tags: ["Bills"], + tags: ["Bills", "Suppliers (optional)", "Payments (optional)", "Direct costs (optional)"], img: "https://static.codat.io/public/officialLogos/Square/oracle-jd-edwards.png", }, { @@ -343,56 +350,56 @@ export const spendInsightsFileUpload = [ name: "Sage 200 Standard", to: "/spend-insights/resources/link-file", sourceType: "accounting", - tags: ["Bills"], + tags: ["Bills", "Suppliers (optional)", "Payments (optional)", "Direct costs (optional)"], img: "https://static.codat.io/public/officialLogos/Square/sage.png", }, { name: "Sage 50 Accounts", to: "/spend-insights/resources/link-file", sourceType: "accounting", - tags: ["Bills"], + tags: ["Bills", "Suppliers (optional)", "Payments (optional)", "Direct costs (optional)"], img: "https://static.codat.io/public/officialLogos/Square/sage.png", }, { name: "Sage 50 Accounts Cloud", to: "/spend-insights/resources/link-file", sourceType: "accounting", - tags: ["Bills"], + tags: ["Bills", "Suppliers (optional)", "Payments (optional)", "Direct costs (optional)"], img: "https://static.codat.io/public/officialLogos/Square/sage.png", }, { name: "Sage 300", to: "/spend-insights/resources/link-file", sourceType: "accounting", - tags: ["Bills"], + tags: ["Bills", "Suppliers (optional)", "Payments (optional)", "Direct costs (optional)"], img: "https://static.codat.io/public/officialLogos/Square/sage.png", }, { name: "Sage Accounting", to: "/spend-insights/resources/link-file", sourceType: "accounting", - tags: ["Bills"], + tags: ["Bills", "Suppliers (optional)", "Payments (optional)", "Direct costs (optional)"], img: "https://static.codat.io/public/officialLogos/Square/sage.png", }, { name: "Sage Intacct", to: "/spend-insights/resources/link-file", sourceType: "accounting", - tags: ["Bills"], + tags: ["Bills", "Suppliers (optional)", "Payments (optional)", "Direct costs (optional)"], img: "https://static.codat.io/public/officialLogos/Square/sage.png", }, { name: "Sage X3", to: "/spend-insights/resources/link-file", sourceType: "accounting", - tags: ["Bills"], + tags: ["Bills", "Suppliers (optional)", "Payments (optional)", "Direct costs (optional)"], img: "https://static.codat.io/public/officialLogos/Square/sage.png", }, { name: "Business ByDesign", to: "/spend-insights/resources/link-file", sourceType: "accounting", - tags: ["Bills"], + tags: ["Bills", "Suppliers (optional)", "Payments (optional)", "Direct costs (optional)"], img: "https://static.codat.io/public/officialLogos/Square/sap.png", }, { @@ -472,6 +479,13 @@ export const spendInsightsFileUpload = [ tags: ["Bills", "Suppliers", "Payments", "Direct costs"], img: "https://static.codat.io/public/officialLogos/Square/zkqw.png", }, + { + name: "SISFin", + to: "/spend-insights/resources/link-file", + sourceType: "accounting", + tags: ["Bills", "Suppliers", "Payments", "Direct costs"], + img: "https://static.codat.io/public/officialLogos/Square/tyler-technologies.png", + }, { name: "Workday", to: "/spend-insights/resources/link-file", From 49cbd3ab65cd33a725a4fbc988d768727076a1ea Mon Sep 17 00:00:00 2001 From: pmckinney-codat Date: Wed, 21 Jan 2026 15:14:17 +0000 Subject: [PATCH 2/3] remove optional --- src/components/Integrations/integrations.js | 42 ++++++++++----------- 1 file changed, 21 insertions(+), 21 deletions(-) diff --git a/src/components/Integrations/integrations.js b/src/components/Integrations/integrations.js index ac10012fb..b80d971dc 100644 --- a/src/components/Integrations/integrations.js +++ b/src/components/Integrations/integrations.js @@ -182,35 +182,35 @@ export const spendInsightsFileUpload = [ name: "Exact Online (Netherlands)", to: "/spend-insights/resources/link-file", sourceType: "accounting", - tags: ["Bills", "Suppliers (optional)", "Payments (optional)", "Direct costs (optional)"], + tags: ["Bills", "Suppliers", "Payments", "Direct costs"], img: "https://static.codat.io/public/officialLogos/Square/exact.png", }, { name: "Exact Online (UK)", to: "/spend-insights/resources/link-file", sourceType: "accounting", - tags: ["Bills", "Suppliers (optional)", "Payments (optional)", "Direct costs (optional)"], + tags: ["Bills", "Suppliers", "Payments", "Direct costs"], img: "https://static.codat.io/public/officialLogos/Square/exact.png", }, { name: "Foundation", to: "/spend-insights/resources/link-file", sourceType: "accounting", - tags: ["Bills", "Suppliers (optional)", "Payments (optional)", "Direct costs (optional)"], + tags: ["Bills", "Suppliers", "Payments", "Direct costs"], img: "https://static.codat.io/public/officialLogos/Square/foundation.png", }, { name: "FreeAgent", to: "/spend-insights/resources/link-file", sourceType: "accounting", - tags: ["Bills", "Suppliers (optional)", "Payments (optional)", "Direct costs (optional)"], + tags: ["Bills", "Suppliers", "Payments", "Direct costs"], img: "https://static.codat.io/public/officialLogos/Square/freeagent.png", }, { name: "FreshBooks", to: "/spend-insights/resources/link-file", sourceType: "accounting", - tags: ["Bills", "Suppliers (optional)", "Payments (optional)", "Direct costs (optional)"], + tags: ["Bills", "Suppliers", "Payments", "Direct costs"], img: "https://static.codat.io/public/officialLogos/Square/freshbooks.png", }, { @@ -266,14 +266,14 @@ export const spendInsightsFileUpload = [ name: "Dynamics 365 Finance", to: "/spend-insights/resources/link-file", sourceType: "accounting", - tags: ["Bills", "Suppliers (optional)", "Payments (optional)", "Direct costs (optional)"], + tags: ["Bills", "Suppliers", "Payments", "Direct costs"], img: "https://static.codat.io/public/officialLogos/Square/6B579544-0E46-4F02-B343-578CE5C3C6CC.png", }, { name: "Dynamics SL", to: "/spend-insights/resources/link-file", sourceType: "accounting", - tags: ["Bills", "Suppliers (optional)", "Payments (optional)", "Direct costs (optional)"], + tags: ["Bills", "Suppliers", "Payments", "Direct costs"], img: "https://static.codat.io/public/officialLogos/Square/6B579544-0E46-4F02-B343-578CE5C3C6CC.png", }, { @@ -301,42 +301,42 @@ export const spendInsightsFileUpload = [ name: "Cloud ERP", to: "/spend-insights/resources/link-file", sourceType: "accounting", - tags: ["Bills", "Suppliers (optional)", "Payments (optional)", "Direct costs (optional)"], + tags: ["Bills", "Suppliers", "Payments", "Direct costs"], img: "https://static.codat.io/public/officialLogos/Square/oracle.png", }, { name: "E-Business Suite (EBS)", to: "/spend-insights/resources/link-file", sourceType: "accounting", - tags: ["Bills", "Suppliers (optional)", "Payments (optional)", "Direct costs (optional)"], + tags: ["Bills", "Suppliers", "Payments", "Direct costs"], img: "https://static.codat.io/public/officialLogos/Square/oracle.png", }, { name: "EBS R12", to: "/spend-insights/resources/link-file", sourceType: "accounting", - tags: ["Bills", "Suppliers (optional)", "Payments (optional)", "Direct costs (optional)"], + tags: ["Bills", "Suppliers", "Payments", "Direct costs"], img: "https://static.codat.io/public/officialLogos/Square/oracle.png", }, { name: "Fusion", to: "/spend-insights/resources/link-file", sourceType: "accounting", - tags: ["Bills", "Suppliers (optional)", "Payments (optional)", "Direct costs (optional)"], + tags: ["Bills", "Suppliers", "Payments", "Direct costs"], img: "https://static.codat.io/public/officialLogos/Square/oracle.png", }, { name: "JD Edwards EnterpriseOne", to: "/spend-insights/resources/link-file", sourceType: "accounting", - tags: ["Bills", "Suppliers (optional)", "Payments (optional)", "Direct costs (optional)"], + tags: ["Bills", "Suppliers", "Payments", "Direct costs"], img: "https://static.codat.io/public/officialLogos/Square/oracle-jd-edwards.png", }, { name: "JD Edwards World", to: "/spend-insights/resources/link-file", sourceType: "accounting", - tags: ["Bills", "Suppliers (optional)", "Payments (optional)", "Direct costs (optional)"], + tags: ["Bills", "Suppliers", "Payments", "Direct costs"], img: "https://static.codat.io/public/officialLogos/Square/oracle-jd-edwards.png", }, { @@ -350,56 +350,56 @@ export const spendInsightsFileUpload = [ name: "Sage 200 Standard", to: "/spend-insights/resources/link-file", sourceType: "accounting", - tags: ["Bills", "Suppliers (optional)", "Payments (optional)", "Direct costs (optional)"], + tags: ["Bills", "Suppliers", "Payments", "Direct costs"], img: "https://static.codat.io/public/officialLogos/Square/sage.png", }, { name: "Sage 50 Accounts", to: "/spend-insights/resources/link-file", sourceType: "accounting", - tags: ["Bills", "Suppliers (optional)", "Payments (optional)", "Direct costs (optional)"], + tags: ["Bills", "Suppliers", "Payments", "Direct costs"], img: "https://static.codat.io/public/officialLogos/Square/sage.png", }, { name: "Sage 50 Accounts Cloud", to: "/spend-insights/resources/link-file", sourceType: "accounting", - tags: ["Bills", "Suppliers (optional)", "Payments (optional)", "Direct costs (optional)"], + tags: ["Bills", "Suppliers", "Payments", "Direct costs"], img: "https://static.codat.io/public/officialLogos/Square/sage.png", }, { name: "Sage 300", to: "/spend-insights/resources/link-file", sourceType: "accounting", - tags: ["Bills", "Suppliers (optional)", "Payments (optional)", "Direct costs (optional)"], + tags: ["Bills", "Suppliers", "Payments", "Direct costs"], img: "https://static.codat.io/public/officialLogos/Square/sage.png", }, { name: "Sage Accounting", to: "/spend-insights/resources/link-file", sourceType: "accounting", - tags: ["Bills", "Suppliers (optional)", "Payments (optional)", "Direct costs (optional)"], + tags: ["Bills", "Suppliers", "Payments", "Direct costs"], img: "https://static.codat.io/public/officialLogos/Square/sage.png", }, { name: "Sage Intacct", to: "/spend-insights/resources/link-file", sourceType: "accounting", - tags: ["Bills", "Suppliers (optional)", "Payments (optional)", "Direct costs (optional)"], + tags: ["Bills", "Suppliers", "Payments", "Direct costs"], img: "https://static.codat.io/public/officialLogos/Square/sage.png", }, { name: "Sage X3", to: "/spend-insights/resources/link-file", sourceType: "accounting", - tags: ["Bills", "Suppliers (optional)", "Payments (optional)", "Direct costs (optional)"], + tags: ["Bills", "Suppliers", "Payments", "Direct costs"], img: "https://static.codat.io/public/officialLogos/Square/sage.png", }, { name: "Business ByDesign", to: "/spend-insights/resources/link-file", sourceType: "accounting", - tags: ["Bills", "Suppliers (optional)", "Payments (optional)", "Direct costs (optional)"], + tags: ["Bills", "Suppliers", "Payments", "Direct costs"], img: "https://static.codat.io/public/officialLogos/Square/sap.png", }, { From a663dde152f18b6c73d74d28144a39bd75fda76c Mon Sep 17 00:00:00 2001 From: pmckinney-codat Date: Wed, 21 Jan 2026 15:29:21 +0000 Subject: [PATCH 3/3] Polina feedback --- src/components/Integrations/integrations.js | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/src/components/Integrations/integrations.js b/src/components/Integrations/integrations.js index b80d971dc..002ab9d19 100644 --- a/src/components/Integrations/integrations.js +++ b/src/components/Integrations/integrations.js @@ -280,7 +280,7 @@ export const spendInsightsFileUpload = [ name: "Dynamics Great Plains", to: "/spend-insights/resources/link-file", sourceType: "accounting", - tags: ["Bills and bill payments", "Suppliers", "Direct costs"], + tags: ["Bills", "Suppliers", "Payments", "Direct costs"], img: "https://static.codat.io/public/officialLogos/Square/6B579544-0E46-4F02-B343-578CE5C3C6CC.png", }, {