Update advanced sync settings documentation#1756
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pj-simpson merged 5 commits intomainfrom Feb 13, 2026
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Clarified sync settings details and added examples for retrieving and updating sync settings.
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Corrected spelling and improved clarity regarding data synchronization settings.
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| For most of our data types, we retrieve all available history. For financial statement data types (`balanceSheet`, `profitAndLoss`, `cashFlowStatement`), we retrieve 24 months of history. You can apply additional sync settings to change these defaults. This helps you limit the amount of data synchronized from the source platform. | ||
| For most of our data types, we retrieve all available history. For financial statement data types, (`balanceSheet`, `profitAndLoss`, `cashFlowStatement`), we retrieve 24 months of history. |
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📝 [vale] reported by reviewdog 🐶
[Google.Parens] Use parentheses judiciously.
pzaichkina
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Feb 11, 2026
pzaichkina
reviewed
Feb 11, 2026
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Link check results for preview deployment (https://codat-docs-git-advanced-sync-settings-codat.vercel.app): |
pzaichkina
approved these changes
Feb 13, 2026
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In support we are often sending the 'Advanced Sync Settings' article, however it explicitly referenced 'Delta/ Full syncs' which are an implementation detail that we do not wish t expose to our consumers going forward.
The article also contained a link to dead API docs.
When necessary, when advising our clients about Advanced Sync Settings, we want to be able to provide them with a 'one shot' article which they can read and go away with clear next steps in mind.
Have added
httpexamples to the markdown code.