Docs/Connectors

Dext

Client health and bookkeeping activity from Dext's Data Health API, plus receipts from a Dext export.

The dext connector reads Dext's Data Health & Insights API: a snapshot of each client's bookkeeping health and how much work their books generate.

Connector name dext
Products Records
Credentials A personal Data Health API token
Access Dext asks practices to contact them before using the API

What it pulls

Object Contents
client Name, practice code, organisation type, company number, health score, alert level, HMRC status, year end, VAT scheme, reporting cycle and current period, debtor balance, average debtor days, bank accounts and manual feeds
client_activity One row each for the rolling year, the monthly average and the quarterly average: turnover, and counts of sales, bills, credits, manual journals and bank transactions, with the year on year changes

Each record carries snapshot_at, the end of the run's window. The VAT number is never pulled. Client names become tokens.

Receipts and costs

Dext does not publish an API for receipts, costs or line items. To share those, export them from Dext Prepare as CSV on a schedule and point the CSV connector at the folder:

bash
datayield connect csv --name dext-costs -o path=./dext-exports -o timestampColumn=<date column>

Credentials

  1. In Dext, go to Practice settings → Data Health → API tokens.
  2. Enter a name and select Create.
  3. Copy the token. Dext shows it only once.

The token is personal. It reads the clients its creator can see. Deleting it in Dext stops it at once.

Connect

bash
datayield connect dext -o token=env:DEXT_TOKEN

The token is stored as a secret. See CLI reference.

Dext is not on the portal's Connect button. Paste the token into the SDK as above.

Options

Option Required Meaning
token yes The Data Health API token. Stored as a secret.

New records on each run

The API reports current values and has no change dates. Each run sends a fresh snapshot of every client, labeled with the run's period, so monthly runs build a history of how each client's books change.

Rate limits

Dext allows 60 requests a minute. The SDK makes three requests per client, and retries with a wait when Dext answers that the limit is reached.