To use the AccountsIQ (V2) Data Sync, you'll need to configure the reference data you want to sync into ExpenseIn by defining your source and target mappings, and applying filters where required.
For more information about how this optional feature of the AccountsIQ (V2) integration works, see our AccountsIQ (V2) Data Sync Help Article.
Prerequisites
You must be connected to AccountsIQ (V2) before you can configure the AccountsIQ (V2) Data Sync.
How to configure the AccountsIQ (V2) Data Sync
To configure the AccountsIQ (V2) Data Sync, follow the steps in each section below.
Accessing the AccountsIQ (V2) Data Sync page
1. Click the Account Name > Admin.
2. In the Integrations section, click the Accounting subheading.
3. Click the three dots icon next to your AccountsIQ (V2) connection and select Configure Sync from the drop-down.
4. On the AccountsIQ (V2) Data Sync page, configure the settings as required.
Navigating the AccountsIQ (V2) Data Sync page
The AccountsIQ (V2) Data Sync page includes the following components:
Target - The data item in ExpenseIn that will be synced.
Source - The data item in AccountsIQ used to sync to the ExpenseIn item.
Filter - Clicking Configure opens the Filter Configuration window, where you can define filters to ensure only the required items are included in the sync.
Enabled - Select to include the item in the sync.
Applying Data Sync Filters
Filters are optional but allow you to control which data is synced from the AccountsIQ Source to the ExpenseIn Target. For example, you can:
Sync only GL Accounts with “Expenses” in the description.
Sync only specific Suppliers.
Exclude records not required in ExpenseIn.
To apply filters, follow the steps below:
1. Click Configure next to the relevant Target.
2. In the Filter Configuration window, define your filters.
Field - The AccountsIQ field related to the selected Target.
Comparison - The condition used:
Contains
Starts With
Ends With
Is One Of
Is Not One Of
Note: Only one comparison can be applied per field. Multiple comparisons can't be combined for the same field.
Value - Enter or select a value to filter by.
3. Click Preview Filter to review the records that will be synced.
Note: If no filters are applied, all available records from the source will be included.
4. Click Done to save the filter configuration.
Running the Data Sync
Once the relevant filters have been applied, follow the steps below:
1. Ensure the items you want to include in the sync are Enabled.
2. Click Save & Sync to save the configuration and trigger an immediate sync.
Note:
Click Save if you don't want to run a sync immediately.
An automated sync runs daily at 4 AM GMT (time subject to change).
Additional Information
You can use View Data Sync History to review previous sync activity, including created, updated, and skipped records. For more information on this, see our View AccountsIQ (V2) Data Sync History Help Article.
If you have any questions about the AccountsIQ (V2) Data Sync or the required setup, contact our Support team for assistance.