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NEWUnify Agents (MCP): governed AI access to finance data. Early access.See Unify Agents

MIGRATION

Move off Codat or in-house code without downtime.

A planned move from Codat, another unified API or your own connectors: data mapping, a parallel run, cutover, and no forced reconnects where the platform allows token transfer.

DELIVERABLES

What you get.

  • Mapping report.

    Every object and field you use today, mapped to the Unify Graph, with gaps called out.

  • Parallel run.

    Both systems sync side by side and we diff the results.

  • Cutover plan.

    Batches, rollback points and customer comms templates.

  • Reconnect strategy.

    Token transfer where the platform and contract allow it, guided reconnects where not.

HOW IT WORKS

How the engagement runs.

  1. Assess

    1 week (target). Inventory of objects, fields, platforms and customers, with a reconnect assessment per platform.

  2. Map and build

    2–4 weeks (target). Mappings to the Unify Graph and any changes your code needs.

  3. Parallel run

    1–2 weeks (target). Both systems run side by side while we diff the results.

  4. Cutover

    Batched. Customers move in batches with rollback points.

  5. Decommission

    After final batch. The old provider or in-house connectors are switched off.

ENGAGEMENT MODEL

Scope, timeline and price.

  • Engagement model.

    Assessment first, then a fixed-price migration with a parallel run and batched cutover.

  • Timeline.

    Typical range 5–8 weeks before cutover begins (target), then batches at your pace.

  • Who it's for.

    Teams leaving Codat, another unified API provider or in-house connectors.

  • Price.

    Talk to us. Fixed price after assessment. Assessment flat fee, then a per-platform migration fee.

WHO IT'S FOR

Good fit if.

  • Your provider is deprecating products you rely on.
  • Your in-house connectors eat a team.
  • You need product data next to finance data.

Migration questions.

Will our customers have to reconnect?

Sometimes. Some platforms let OAuth grants move with app credentials you own; others need a reconnect. The assessment tells you which, per platform.

Can we migrate gradually?

Yes, by platform or by customer cohort.

What does Codat's change mean for us?

Codat now focuses on commercial banks and deprecated legacy products on 28 February 2026 (Codat docs). If you relied on them, start with an assessment.

Can we migrate from our own in-house connectors?

Yes. The assessment maps what your connectors read and write today to the Unify Graph, and the parallel run proves parity before any customer moves.

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