Skip to main content
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.