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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

For a conceptual overview of how AS Dimensions map to Pleo Tag Groups, see Platform Capabilities: Tags Sync.

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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 for matching. Names are updated separately if they differ.

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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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What Comes Next?