Account Groups
Overview
📥 Direction: Sage Intacct → Zudello
Account group data flows from Sage Intacct to Zudello to provide account categorization structure for financial organization.
Field Mappings
| Zudello Field | Intacct Field | Notes |
|---|---|---|
| Code | RECORDNO | The unique record number for the group. |
| Name | NAME | The name of the group. |
| Status | - | All account groups are imported as 'Active'. |
Key Behaviours
- Account Categorization: This integration syncs your account groups to help organize your chart of accounts in Zudello.
- Always Active: All account groups are brought into Zudello with an 'Active' status.
- Incremental Sync: The integration only syncs account groups that are new or have been updated since the last check.