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Version: Current

Account

Overview​

📥 Direction: Great Plains → Zudello

Chart of accounts data synchronizes from Great Plains to Zudello. This integration supports accounts with multiple segments, which are combined to form a complete account code in Zudello.

Field Mappings​

Zudello FieldGreat Plains FieldNotes
Account CodeACTNUMBR_1-4The account code is built by combining the account segments.
Account NameACTDESCRThe description of the account.
StatusACTIVEThe status of the account (Active or Inactive).

Key Behaviours​

  • Account Code Structure: The integration combines up to four account segments from Great Plains to create a single, structured account code in Zudello (e.g., 1000-200-01).
  • Status Mapping: The ACTIVE flag in Great Plains determines the account's status in Zudello. A value of 1 sets the status to Active, while 0 sets it to Inactive.
  • Incremental Sync: The integration efficiently syncs only new or updated accounts since the last run, minimizing processing time.