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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.