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 theexternalId 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.