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View or edit GL mappings

View or edit the GL mappings

The GL Mapping table links the segments to specific GL accounts. This ensures the data aligns correctly with your financial systems or ERPs.

If the source field value is of type 'Picklist' in Zuora, the source field value will be automatically populated, and you can input the corresponding GL codes.

If the source field value is a free form field in Zuora, you can input the source field value and GL codes.

  1. Locate the relevant GL mapping in the table.
  2. Click Edit to adjust the mapping configuration.
    Here are example segments:
    Segment OrderSegment NameSegment SourceObject
    Segment OrderSegment NameSegment SourceObjectConstant ValueSource Field
    1Invoice Transaction TypeObjectInvoice--TransactionType_c
    2Product Rate Plan NameObjectProduct Rate Plan--Name
    3Product SKUConstant--GL-99792393--
    4Account Auto PayObjectAccount--Auto Pay
    5Payment GatewayObjectPayment--Gateway