Account
Overview
Direction: Xero → Zudello
Sync Type: Incremental sync
Purpose: Chart of accounts structure for financial reporting and transaction categorization
Account data flows from Xero to Zudello to establish the chart of accounts structure for financial reporting and transaction categorization.
Field Mappings
| Zudello Field | Xero Field | Data Type | Notes |
|---|---|---|---|
| code | Code | String | Account code |
| name | Name | String | Account name |
| status | Status | String | ACTIVE if Status is ACTIVE, INACTIVE otherwise |
| account_type | Type | String | Xero account type |
Processing Logic
Status Determination
An account's status in Zudello is determined by its status in Xero. If an account has a status of ACTIVE in Xero, it will be set to ACTIVE in Zudello. Otherwise, it will be INACTIVE.
Account Type Preservation
The integration preserves the account type classifications from Xero for proper financial reporting.
Incremental Synchronization
To save time, the integration only syncs accounts that are new or have been updated since the last check.
Account Types
Xero uses several account types to categorize transactions, including:
- BANK: Bank and cash accounts
- CURRENT: Current assets
- CURRLIAB: Current liabilities
- EQUITY: Equity accounts
- EXPENSE: Expense accounts
- FIXED: Fixed assets
- LIABILITY: Long-term liabilities
- REVENUE: Revenue accounts
Related Documentation
- Contact - Customer and supplier account references
- Invoice - Account usage in invoice line items
- Journal - Account references in journal entries
- AP Invoice - Account coding in purchase invoices
- Overview - Integration architecture overview