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Version: Current

Account Group

Overview

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

Account group data flows from Sage X3 to Zudello to establish the chart of accounts structure and provide the foundation for financial reporting and account organization.

Key Benefits

Chart of Accounts Foundation - Provides the structural basis for financial reporting
Australian Focus - Filtered specifically for Australian legislation
Incremental Updates - Efficient synchronization using update timestamps
Hierarchical Structure - Maintains account organization and categorization

Field Mappings

Zudello FieldSage X3 FieldData TypeNotes
codecodeStringAccount group code
namelocalizedDescription or localizedShortDescription or codeStringFallback hierarchy for name
statusN/AStringAlways "ACTIVE"

Target Entity

Maps to Zudello.accountGroup entity.

Configuration Requirements

Australian Legislation

This integration specifically filters for Australian ('AUS') code only. Account groups from other legislations will not be synchronized.

Processing Logic

Sync Behavior

  • Incremental Updates: Uses _updateStamp to fetch only changed records
  • Name Fallback: Uses localizedDescription, then localizedShortDescription, then code as backup
  • Cursor Pagination: Implements GraphQL cursor-based pagination with 200 records per page

Data Handling

  • Status Assignment: All synchronized account groups are marked as "ACTIVE"
  • Legislation Filtering: Only processes account groups with Australian legislation code
  • Update Tracking: Uses _updateStamp for efficient incremental synchronization

Troubleshooting

IssueCauseSolution
Account group not syncingNot marked with 'AUS' codeVerify account group legislation in Sage X3
Missing namesEmpty description fieldsCheck localized descriptions in Sage X3
Sync delays_updateStamp not updatingVerify modification tracking in Sage X3
  • Account - Individual account synchronization
  • Company - Company and subsidiary structure
  • Currency - Multi-currency account support
  • Supplier - Vendor account relationships