Account
Overview
Direction: Business Central → Zudello
Sync Type: Incremental sync
Entity: Chart of Accounts
Chart of accounts data flows from Business Central to Zudello to support expense categorization and financial reporting in purchase transactions.
Key Features
- Account Classification - Preserve Business Central account types
- Direct Posting Control - Only sync accounts available for transactions
- Status Management - Automatic handling of blocked accounts
- Financial Structure - Maintain consistent account hierarchy
Field Mappings
| Zudello Field | Business Central Field | Data Type | Notes |
|---|---|---|---|
| code | number | String | Account number |
| name | displayName | String | Account description |
| status | blocked, directPosting | String | ACTIVE if not blocked AND direct posting enabled |
| account_type | accountType | String | Account classification |
Configuration Requirements
Account Eligibility
For an account to be marked as ACTIVE in Zudello, it must meet both criteria:
- Not blocked (
blocked= false) - Allow direct posting (
directPosting= true)
Processing Logic
Status Determination
An account's status in Zudello is determined by its settings in Business Central. For an account to be ACTIVE in Zudello, it must allow direct posting and not be blocked in Business Central. Otherwise, it will be set to INACTIVE.
Data Handling
- Account Types: The integration preserves the account type classifications from Business Central.
- Incremental Sync: The integration efficiently syncs only accounts that have been added or changed since the last synchronization.
- Filtering: Only accounts that can be used in transactions are activated in Zudello.
Troubleshooting
| Issue | Cause | Solution |
|---|---|---|
| Account not available | Blocked or no direct posting | Check account setup in Business Central |
| Missing account types | Type field empty | Verify accountType field population |
| Sync delays | lastModifiedDateTime issues | Check modification timestamps |
| Status incorrect | Posting/blocking changed | Review account configuration in BC |