Sync Tag Groups with Dimensions

This page describes Step 2 of Tags Sync: synchronising selected Accounting Dimensions from the Accounting System with Tag Groups in Pleo. This step runs at the start of every Tags Sync cycle, before Tag synchronisation.

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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

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Conceptual Model

Tag Group synchronisation keeps Pleo’s Tag Groups aligned with the selected Dimensions in the AS. The Accounting System is the source of truth. Pleo Tag Groups are updated to reflect the current state of selected Dimensions.

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Sync Process

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1. Pull selected Dimensions

Retrieve the Dimensions currently selected for synchronisation. For each selected Dimension, check whether it is still active in the AS:

• Active: proceed with synchronisation.
• Inactive: automatically deselect the Dimension. The corresponding Tag Group will be archived. This Dimension is not used in the steps below.

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2. Pull Tag Groups from Pleo

Retrieve active and archived Tag Groups from Pleo for the connected company.

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3. Match Dimensions to Tag Groups

For every selected active Dimension, match against Tag Groups using the Dimension’s code (case-insensitive).

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Code found — Tag Group is active

The AS Dimension is active and the matching Pleo Tag Group is also active. No action required.

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Code found — Tag Group is archived

The AS Dimension is active but the matching Pleo Tag Group is archived. Unarchive the Tag Group.

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Code not found

The AS Dimension is active but no matching Pleo Tag Group exists. Create a new Tag Group with the Dimension’s name and code.

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4. Archive unmatched Tag Groups

Pleo Tag Groups that are active but have no matching selected AS Dimension must be archived. This covers Tag Groups that existed from a previously selected Dimension that has since been deselected or removed.

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Matching Rules

• Matching is performed using the code field on both ends.
• Matching is case-insensitive: a Dimension with code DEPT matches a Tag Group with code dept.
• Name differences do not affect matching — only code is used.

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What Comes Next?

• Sync Tags with Dimension Values

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Related Reading

• How to Sync Tag Groups with Accounting Dimensions
• Tags Sync Workflow Guide
• Platform Capabilities — Tags Sync

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