Account

Overview

📥 Direction: Sage X3 → Zudello
🔄 Sync Type: Incremental sync
⏱️ Frequency: Based on _updateStamp

Account data flows from Sage X3 to Zudello to provide detailed general ledger account information with account group relationships for financial categorization.

Key Benefits

✅ General Ledger Integration - Complete account structure synchronization
✅ Account Group Relationships - Maintains hierarchical account organization
✅ Type Classification - Preserves account type information
✅ Australian Chart Focus - Filtered for Australian chart of accounts

Field Mappings

Zudello Field	Sage X3 Field	Data Type	Notes
code	code	String	Account code
name	_id	String	Uses internal ID as name
account_type	localizedDescription	String	Account type description
status	N/A	String	Always "ACTIVE"
account_group	chartOfAccounts	Relation	Links to Account Group

Configuration Requirements

Chart of Accounts Filter

This integration specifically filters accounts by Australian chart of accounts. Only accounts linked to the 'AUS' chart of accounts will be synchronized.

Processing Logic

Sync Behavior

• Incremental Updates: Uses _updateStamp to fetch only changed records
• Account Group Relationship: Establishes relationship to account groups during sync
• Type Preservation: Maintains account type classification from Sage X3

Data Handling

• Name Mapping: Uses internal ID as the name field in Zudello
• Relationship Creation: Creates fetch-only relationships to account groups
• Status Assignment: All synchronized accounts are marked as "ACTIVE"
• Page Limit: 200 records per page for efficient processing

Account Group Relationship

The integration creates relationships between accounts and their parent account groups:

• Fetch Only: Relationships are read-only and don't update account group data
• ID Matching: Uses the chartOfAccounts record to link to account groups
• Conditional Creation: Only creates relationship if account group reference exists

Troubleshooting

Issue	Cause	Solution
Account not syncing	Not linked to 'AUS' chart	Verify chart of accounts assignment in Sage X3
Missing account group	Account group not synchronized first	Ensure account groups sync before accounts
Type classification missing	Empty localizedDescription	Check account type configuration in Sage X3
Relationship errors	Invalid account group reference	Verify account group references

Related Documentation

• Account Group - Chart of accounts structure
• Supplier - Vendor account coding
• Item - Product account assignments
• BP Supplier Invoice - Account usage in transactions