Chart of Accounts Sync Data Mapping

This page describes how data from the Accounting System is mapped to Pleo’s Chart of Accounts API during Chart of Accounts Sync. Data mapping ensures that Chart of Accounts entries from the AS are reflected accurately in Pleo’s Accounts.

Implementation

Chart of Accounts Sync Workflow Guide: workflow context and sequencing
How to Sync Accounts: API usage and step-by-step instructions

Accounts: Data Mapping

Map the following datapoints from AS accounts to Pleo Chart of Accounts API fields.

Pleo Chart of Accounts API Field	AS Account Datapoint
`externalId`	Unique long-lasting identifier of the account in the AS. This is the source of truth identifier used for matching.
`code`	The user-facing account number of the Chart of Accounts entry. Displayed to users to help them identify and select the correct account.
`name`	Name of the Chart of Accounts entry
`taxCodeExternalId`	The identifier in the AS for the tax code associated with the account. Stored as a reference only. Pleo does not automatically link this to a Tax Code, apply it to expenses, or update any category’s default tax code.
`archived: false`	Use when creating new active Accounts or unarchiving existing Accounts
`archived: true`	Use when archiving Accounts that no longer have a matching active account in the AS

Matching Field

Accounts are matched to their AS counterparts using the externalId field on both ends. The externalId is a stable, long-lasting identifier assigned by the Accounting System. It does not change when an account’s name or code is updated, making it reliable for matching across sync runs.

What Comes Next?

Chart of Accounts Sync Periodicity and Scheduling

Get Started

Integration Design

Workflow Guides

How-to's

Chart of Accounts Sync Data Mapping

Implementation

Accounts: Data Mapping

Matching Field

What Comes Next?

​Implementation

​Accounts: Data Mapping

​Matching Field

​What Comes Next?

​Related Reading

Implementation

Accounts: Data Mapping

Matching Field

What Comes Next?

Related Reading