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
Tag Groups — Data Mapping
Map the following datapoints from AS Dimensions to Pleo Tag Groups API fields.| Pleo Tag Groups API Field | AS Dimension Datapoint |
|---|---|
code | Code of the Dimension |
name | Name of the Dimension |
archived: false | Use when creating new active Tag Groups |
archived: true | Use when archiving Tag Groups with no matching Dimension |
Tags — Data Mapping
Map the following datapoints from AS Dimension Values to Pleo Tags API fields.| Pleo Tags API Field | AS Dimension Value Datapoint |
|---|---|
code | Code of the Dimension Value |
name | Name of the Dimension Value |
archived: false | Use when creating new active Tags or unarchiving existing Tags |
archived: true | Use to archive Tags when the corresponding Dimension Value does not exist, is deleted, blocked, expired, or deactivated in the AS |
Matching Field
Both Tag Groups and Tags are matched to their AS counterparts using the code field on both ends. Matching is case-insensitive.What Comes Next?
Related Reading
- Sync Tag Groups with Dimensions
- Sync Tags with Dimension Values
- Tags Sync Workflow Guide
- Platform Capabilities — Tags Sync