Understanding OneSaas: Entities and Synchronizations

Entity Types

• Financial Accounts – Represent the combination of (Accounting) Accounts and Bank Accounts. Sometimes they are referred as the Chart of Accounts

• Tax Codes – The set of Taxes with their Codes, Name and Rates that apply to a business file. Sometimes they are referred as the Tax Rates of a company

• Contacts – The Contacts and Organizations for the Contacts

• Products – The “products” or “services” that a company is buying or selling. Sometimes they are referred as Items or Inventory Items. They can be real products (e.g. a book), virtual products (e.g. software download) or services (e.g. Consulting). They always require a Product Code or SKU or Item Code that has to uniquely identify a product

• Invoices (or Transactions) – The set of Invoices (sales, purchases, credit notes, bills, expenses, [purchase] orders …) for a company. Sometimes they are also referred as Accounts Receivable, Accounts Payables, Bills, Expenses or Transactions

  • Service Invoices – Invoices with various Line Items with a Quantity, Description, [Allocated] Account, Tax Code(s), Price, Tax Amounts and Total

  • Item Invoices (or Product Invoices) – Invoices in which all the line items are represented by Products (or Items). They always have a Quantity, Product Code (SKU), Product Name, Tax Code(s), Tax Amounts and Total

• Invoice Payments – Payments applied to invoices. They can be pulled or pushed individually or part of Invoices. Invoice Payments always have an Account or Bank Account associated with them that represents the account where the payment was credited to or debited from

Entity Dependencies

The synchronization of some of the entities depend on the correct synchronization of other entities.

• Financial Accounts depend on Tax Codes 
• Products depend on Financial Accounts and Tax Codes
• Invoices can depend on Financial Accounts, Tax Codes and Products
• Invoice Payments depend on Financial Accounts and Invoices

Synchronization Types

OneSaas supports two types of synchronizations:

• Pull – OneSaas will retrieve the changes from the target service and merge those changes in the local copy of your data

• Push – OneSaas will push all the changes it maintained locally to the target service. Part of the push OneSaas might create, update or delete different entities in the target service