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Cost Centres

Every day at midnight, new and updated cost centres will be exported from Xero. This data will be transformed into the Yooz master data CSV format. The resulting file will then be uploaded to Yooz using the POST /orgUnits/{orgUnitCode}/importMasterData API call.

  • The data sent to Yooz will comprise the tracking categories and the tracking options within each category. Only active tracking categories/options will be included in the data.

Requirements & Assumptions/Assertions

  • A distinct CSV file will be generated for each organisation and will be uploaded to the corresponding organisation in Yooz.
  • Separate master data files will be produced for suppliers, nominal codes, and cost centres.
  • All cost centre data will be consolidated into a single master data file.
  • The 'Analytical axis code' column will denote the type of data contained in each row.
  • For Xero, the values will be the names of the tracking categories.

Zynk Process

  • Zynk will export new/modified department information from Xero.
  • Zynk will export new/modified project information from Xero.
  • Zynk will export new/modified cost code information from Xero.
  • The data will be converted into the Yooz master data CSV format.
  • The CSV file will be uploaded to Yooz via the API.

Data Format

  • The CSV separator is TAB.
  • The CSV row ending is CR LF.
  • The CSV requires two header rows:
  • Yooz Rising
  • COST_CENTER_TAB
  • If any string values contain TAB, CR or LF characters, they will be stripped from the data (rather than surrounding the string with quotes).

Scheduling

The default schedule for this solution point is to run daily at midnight.

Field Mappings

Yooz Column Yooz Column Description Xero Field
1 Analytical axis code Tracking Category Name
2 Cost center code Tracking Category Option
3 Cost center label Tracking Category Option