Projects
Overview
📥 Direction: Sage Intacct → Zudello
Project data flows from Sage Intacct to Zudello to maintain comprehensive project information for enhanced project management, cost tracking, and reporting.
Field Mappings
| Zudello Field | Intacct Field | Notes |
|---|---|---|
| Code | PROJECTID | The project identifier. |
| Name | NAME | The name of the project. |
| Description | DESCRIPTION | The description of the project. |
| Status | STATUS | The status of the project (Active or Inactive). |
| Customer | CUSTOMERID | Links to the customer record. |
Key Behaviours
- Customer Linking: Projects are automatically linked to their corresponding customer in Zudello.
- Incremental Sync: The integration only syncs projects that are new or have been updated since the last check.