Customer Groups
Overview
📥 Direction: Sage Intacct → Zudello
Customer Group data flows from Sage Intacct to Zudello to maintain organized customer categorization for reporting and analysis.
Field Mappings
| Zudello Field | Intacct Field | Notes |
|---|---|---|
| Code | CUSTOMER_GROUPID | The customer group identifier. |
| Name | DESCRIPTION | The description of the customer group. |
| Status | STATUS | The status of the group (Active or Inactive). |
Key Behaviours
- Customer Organization: This integration syncs your customer groups to help organize your customers for better reporting and analysis.
- Incremental Sync: The integration only syncs customer groups that are new or have been updated since the last check.