> ## Documentation Index
> Fetch the complete documentation index at: https://developers.pleo.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Dimension Selection

This page describes how integrations must expose and manage the selection of **Accounting Dimensions** for synchronisation as Tag Groups in Pleo.

Dimension selection is **[Step 1 of Tags Sync](/docs/current/integration-design/accounting-integrations/imports/tags/integration-design-tags-overview#sync-steps)**: the configuration step that determines which Dimensions are included in each Tags Sync cycle.

## Implementation

* [Tags Sync Workflow Guide](/docs/current/guides/accounting-integrations/imports/tags-sync-workflow-guide#1-select-dimensions): workflow context and sequencing
* [How to Select Dimensions for Tags Sync](/docs/current/how-tos/accounting-integrations/imports/tags/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               |

Only **selected, active Dimensions** are included in Tags 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.

The Dimension name displayed must match its name in the Accounting System.

The integration should allow users to **refresh the list** of available Dimensions, as custom Dimensions may be added or removed after the integration is connected.

## Auto-Selection on Connection

When the integration is first connected, the integration must attempt to automatically pre-select Dimensions:

1. Pull active Dimensions from the AS.
2. Pull active Tag Groups from Pleo.
3. Match each Dimension against Tag Groups by **code** (case-insensitive).
4. Auto-select any Dimension that matches an existing Tag Group.

This reduces manual setup effort for integrators and bookkeepers who have previously configured Tags in Pleo.

## 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.

If a Dimension is later re-selected, the Tag Group will be unarchived and synchronisation will resume in the next sync cycle.

## 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.

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## What Comes Next?

* [Sync Tag Groups with Dimensions](/docs/current/integration-design/accounting-integrations/imports/tags/integration-design-tags-sync-tag-groups)

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## Related Reading

* [How to Select Dimensions for Tags Sync](/docs/current/how-tos/accounting-integrations/imports/tags/how-to-select-dimensions-for-tags-sync)
* [Tags Sync Workflow Guide](/docs/current/guides/accounting-integrations/imports/tags-sync-workflow-guide)
* [Platform Capabilities: Tags Sync](/docs/current/platform/accounting-integrations/imports/tags/tags-sync-overview)

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