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Version: Current

Accounts

Overview​

📥 Direction: Sage Intacct → Zudello

Account data flows from Sage Intacct to Zudello to establish the chart of accounts structure for financial reporting and transaction categorization.

Field Mappings​

Zudello FieldIntacct FieldNotes
CodeACCOUNTNOThe account number.
NameTITLEThe account title.
StatusSTATUSThe status of the account (Active or Inactive).
Account TypeACCOUNTTYPEThe account type classification.

Key Behaviours​

  • Chart of Accounts: This integration syncs your complete chart of accounts from Sage Intacct to Zudello.
  • Incremental Sync: To save time, the integration only syncs accounts that are new or have been updated since the last check.
  • Multi-entity Support: The integration can be configured to sync accounts from specific entities in a multi-entity Sage Intacct environment.