Skip to main content
Version: Current

Project Tasks

Overview​

📥 Direction: Sage Intacct → Zudello

Project Task data flows from Sage Intacct to Zudello to maintain detailed work breakdown structures for enhanced project management and cost tracking.

Field Mappings​

Zudello FieldIntacct FieldNotes
CodeTASKIDThe project task identifier.
NameNAMEThe name of the project task.
StatusSTATUSThe status of the task (Active or Inactive).
ProjectPROJECTIDLinks to the parent project record.

Key Behaviours​

  • Task-Level Management: This integration syncs your project tasks to support detailed project planning and cost allocation.
  • Project Linking: Tasks are automatically linked to their parent project in Zudello.
  • Incremental Sync: The integration only syncs project tasks that are new or have been updated since the last check.