Syncing Groups to Dimension 3 Records

If the Sync Groups to Dimension 3 Records flow is enabled, PSA – Accounting Connector automatically creates and updates dimension 3 records when you create or update a group.

For more information about these objects, see the following:

How is the Accounting Reporting Code Field Populated for a Group?

In Accounting, each dimension record has a reporting code that must be unique. This is used alongside the dimension name to uniquely identify the dimension and is often included in reports.

PSA – Accounting Connector adds the Accounting Reporting Code field to the Group object. This field is mapped to the Reporting Code field on a dimension.

With the flow enabled, when you create or update a group, if the Accounting Reporting Code field is empty, PSA – Accounting Connector automatically populates it with the name of the group. Because the reporting code has a limit of 24 characters, if the value is longer, it is automatically truncated. In addition, the value must be unique.

How Can I Create Dimensions from Groups?

If the Sync Groups to Dimension 3 Records flow is enabled, dimension 3 records are automatically created when you create a group. This means that, unlike most PSA – Accounting Connector flows, there isn't a record page button, a list view button, or a scheduled process. The flow runs in real time.

In addition, if you change the value of the Group Name, Accounting Reporting Code, or Dimension 3 fields on a group, the matching dimension 3 record is automatically updated.

Can I Map Existing Dimension and Group Records?

If you manually created a matching dimension for each group in your org, you can manually correlate them. You can do this by populating the Dimension 3 lookup field on each group record.

What Information is Passed from a Group to a Dimension?

The following table lists how fields on the Group object map to the relevant fields on the Dimension 3 object.

Mappings Between Group Fields and Dimension 3 Fields

Group Field

Dimension 3 Field
Group Name Dimension 3 Name
Accounting Reporting Code Reporting Code
Currency ISO Code Currency ISO Code
Dimension 3 Record ID
Record ID Group