Implementation
- Tags Sync Workflow Guide — workflow context and sequencing
- How to Select Dimensions for Tags Sync — API usage and step-by-step instructions
Conceptual Model
| Concept | Description |
|---|---|
| Dimension | An Accounting Dimension in the AS (e.g. Department, Project, Cost Centre) |
| Tag Group | The corresponding entity in Pleo that the Dimension maps to |
| Selection | The set of Dimensions the integration is configured to sync |
Dimension Selection Rules
- Users can select up to 5 Dimensions for synchronisation.
- Only Dimensions that are currently active in the Accounting System can be selected.
- The integration must display available Dimensions to the user and allow them to make their selection.
Displaying Dimensions to Users
The integration must retrieve active Dimensions from the AS and present them to the user. Two presentation options apply depending on the AS:- Static Dimensions (fixed, fewer than 5): display each Dimension as a named toggle, allowing users to enable or disable individual Dimensions.
- Custom or more than 5 Dimensions: display up to 5 dropdown selectors, each showing the list of available active Dimensions.
Auto-Selection on Connection
When the integration is first connected, the integration must attempt to automatically pre-select Dimensions:- Pull active Dimensions from the AS.
- Pull active Tag Groups from Pleo.
- Match each Dimension against Tag Groups by code (case-insensitive).
- Auto-select any Dimension that matches an existing Tag Group.
Deselecting a Dimension
When a user deselects a Dimension:- The corresponding Tag Group in Pleo is archived.
- Tags belonging to that Tag Group are no longer synchronised.
- The Tag Group and its Tags remain in Pleo in an archived state; they are not deleted.
Inactive Dimensions
If a Dimension that was previously selected becomes inactive in the AS:- The integration must automatically deselect it.
- The corresponding Tag Group is archived.
- The Dimension no longer appears in the configuration settings.