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
onMatchAction
MatchAction
Indicates what action to take when an existing object has been found during the sync process.
code
The code for the Financial Account. Can either be a general ledger or
an account code.
erpKey
The External Id for the Financial Account.
name
The name of the Financial Account.
status
The status of the Financial Account. Possible values are active,
inactive, deleted or archived.
cashflowType
The cashflow type for the Financial Account. Examples include cash, financing, investment
or operation.
description
The description for the Financial Account.
classification
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.
Updated about 1 month ago