Employees

Overview

📥 Direction: Sage Intacct → Zudello

Employee data flows from Sage Intacct to Zudello. The integration identifies employees by filtering vendor records that have a Vendor Type of "Employees". This is necessary for processing employee expenses.

Field Mappings

Zudello Field	Intacct Field (from Vendor)	Notes
Code	VENDORID	The employee's vendor identifier.
Legal Name	NAME	The name of the employee.
Trading Name	NAME	Same as the legal name.
Tax Number	TAXID	The employee's tax identification number.
Status	STATUS	The status of the employee (Active or Inactive).
Emails	DISPLAYCONTACT.EMAIL1	The primary email address for the employee.
Phones	DISPLAYCONTACT.PHONE1	The primary phone number for the employee.

Key Behaviours

• Filtered from Vendors: This integration syncs records from the Vendor list in Sage Intacct where the VENDTYPE is set to "Employees".
• Contact Sync: The primary email and phone number for each employee are synchronized.
• Incremental Sync: Only new or updated employee records are synced to save time.

Related Documentation

• Vendor Records
• Vendor Types
• Departments
• AP Bills