Tags Sync Data Mapping

This page describes how data from the Accounting System is mapped to Pleo’s Tags API during Tags Sync. Data mapping ensures that Dimensions and Dimension Values from the AS are reflected accurately in Pleo’s Tag Groups and Tags.

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Implementation

• Tags Sync Workflow Guide: workflow context and sequencing
• How to Sync Tag Groups with Accounting Dimensions: API usage and step-by-step instructions
• How to Sync Tags with Dimension Values: API usage and step-by-step instructions

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Data Mapping

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Tag Groups

Map the following datapoints from AS Dimensions to Pleo Tag Groups API fields.

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Tags

Map the following datapoints from AS Dimension Values to Pleo Tags API fields.

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Matching Field

Both Tag Groups and Tags are matched to their AS counterparts using the code field on both ends. Matching is case-insensitive.

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What Comes Next?

• Sync Periodicity and Scheduling

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Related Reading

• Sync Tag Groups with Dimensions
• Sync Tags with Dimension Values
• Tags Sync Workflow Guide
• Platform Capabilities: Tags Sync

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