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Version: Current

Site

Overview

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

Site data flows from Sage X3 to Zudello as locations, providing organizational site information with legal company relationships for multi-site operations.

Key Benefits

Multi-Site Support - Enable complex organizational structures
Legal Company Integration - Maintain site and legal entity relationships
Location Mapping - Sites map to Zudello locations
Australian Legal Companies - Filtered by Australian legal company legislation

Field Mappings

Zudello FieldSage X3 FieldData TypeNotes
codecodeStringSite code
namelocalizedDescription or localizedShortDescription or codeStringFallback hierarchy
statusN/AStringAlways "ACTIVE"

Target Entity

Maps to Zudello.location entity.

Configuration Requirements

Legal Company Filter

This integration filters sites by Australian legal companies only. Sites must be associated with legal companies that have Australian ('AUS') legislation code.

Processing Logic

Sync Behavior

  • Legal Company Filter: Filters by Australian legal companies using nested legislation filter
  • Incremental Updates: Uses _updateStamp to fetch only changed records
  • Location Mapping: All synchronized sites become locations in Zudello

Data Handling

  • Name Fallback: Uses localizedDescription, then localizedShortDescription, then code
  • Company Relationship: Includes legal company relationships for organizational structure
  • Status Assignment: All sites are marked as "ACTIVE"
  • Page Limit: 100 records per page for efficient processing

The integration maintains complex organizational relationships:

  • Legal Entity Filtering: Only processes sites linked to Australian legal companies
  • Organizational Hierarchy: Preserves site-to-company relationships
  • Multi-Site Operations: Supports organizations with multiple locations

Site Organization

Sites provide the foundation for location-based operations:

  • Location Mapping: Each site becomes a location in Zudello
  • Company Association: Sites maintain relationships to their parent legal companies
  • Operational Structure: Enables location-based transaction processing

Troubleshooting

IssueCauseSolution
Site not syncingLegal company not AustralianVerify legal company legislation in Sage X3
Missing site namesEmpty description fieldsCheck localized descriptions in Sage X3
Company relationship missingInvalid legal company referenceVerify legal company assignment in Sage X3
Sync delays_updateStamp not updatingVerify modification tracking in Sage X3