FinancialAccountSyncModel

The FinancialAccountSyncModel represents information coming into Lockstep from an external financial system or other
enterprise resource planning system. To import data from an external system, convert your original data into
the FinancialAccountSyncModel format and call the Upload Sync File API.
This API retrieves all of the data you uploaded in a compressed ZIP file and imports it into the Lockstep
platform.

Once imported, this record will be available in the Lockstep API as a FinancialAccountModel.

For more information on writing your own connector, see Connector Data.

Required Fields

code

string

The code for the Financial Account. Can either be a general ledger or
an account code.

erpKey

string

The External Id for the Financial Account.

name

string

The name of the Financial Account.

status

string

The status of the Financial Account. Possible values are active,
inactive, deleted or archived.

cashflowType

string

The cashflow type for the Financial Account. Examples include cash, financing, investment
or operation.

description

string

The description for the Financial Account.

classification

string

The classification for the Financial Account. Possible values are Asset, Equity,
Expense, Liability or Income.

Optional Fields

category

string, nullable

The category for the Financial Account. Examples include Current Asset, Current Liability, Common Stock

subcategory

string, nullable

The subcategory for the Financial Account. Examples include Cash, Property, Bank Loan, etc.


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