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 Field | Sage X3 Field | Data Type | Notes |
|---|---|---|---|
| code | code | String | Account group code |
| name | localizedDescription or localizedShortDescription or code | String | Fallback hierarchy for name |
| status | N/A | String | Always "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
_updateStampto 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
_updateStampfor efficient incremental synchronization
Troubleshooting
| Issue | Cause | Solution |
|---|---|---|
| Account group not syncing | Not marked with 'AUS' code | Verify account group legislation in Sage X3 |
| Missing names | Empty description fields | Check localized descriptions in Sage X3 |
| Sync delays | _updateStamp not updating | Verify modification tracking in Sage X3 |