Team member field mapping—Sage People Integration

Data between Sage Intacct and Sage People is synchronized by mapping fields from one application to the other. A standard set of field mappings is provided as part of the Sage People Integration. You can use standard field mappings or create custom mappings between Intacct and Salesforce.

Pause synchronization

Before configuring sync options, Sage Intacct recommends disabling all synchronization with Sage People while you make changes.

To deactivate all synchronization:

  1. Log in to Intacct as an administrator.
  2. Go to Company > Admin > Subscriptions > Sage People Integration and select Configure.

  3. Deselect the Enable Intacct Salesforce synchronization checkbox and select Save.

When you’re done making sync changes, return to the Sage People Integration subscription page and re-enable synchronization.

Team member standard field mapping

Inforgraphic showing the relationship between Sage People team members and Sage Intacct employees.

Sage People Team Members synchronize with Intacct Employees.

To open standard field mapping for team members:

  1. Log in to Intacct as an administrator.
  2. Go to Company > Admin > Subscriptions > Sage People Integration and select Configure.

  3. In Synchronization options, in the Team members section, select the Team members link. The field mapping dialog opens.
You can override the following standard field mappings by creating a custom field mapping using the standard fields.
Intacct Salesforce Sync Rule
Employee ID Intacct Employee Id (ia_people__Intacct_Employee_Id__c) To Intacct
Title Job Title (fHCM2__Job_Title__c) To Intacct
Manager Manager (fHCM2__Manager__c) To Intacct
Department ID Intacct Department (ia_people__Intacct_Department__c) To Intacct
Location ID Intacct Location (ia_people__Intacct_Location__c) To Intacct
Status Intacct Status (ia_people__Intacct_Status__c) To Intacct
Employee type Intacct Employee Type (ia_people__Employee_Type__c) To Intacct
Earning type Intacct Earning Type (ia_people__Intacct_Earning_Type__c) To Intacct
Personalinfo Primary contact name Intacct Employee Primary Contact ID (ia_people__Intacct_Employee_Primary_Contact_ID__c) To Intacct
Personalinfo Print as Name (Name) To Intacct
Personalinfo First name First Name (fHCM2__First_Name__c) To Intacct
Personalinfo Middle name Middle Name (fHCM2__Middle_Name__c) To Intacct
Personalinfo Family name Surname (fHCM2__Surname__c) To Intacct
Personalinfo Mobile Mobile (fHCM2__Mobile_Number__c) To Intacct
Personalinfo Primary phone Phone (fHCM2__Phone_Number__c) To Intacct
Personalinfo Secondary phone Home Phone (fHCM2__Home_Phone__c) To Intacct
Personalinfo Primary email address Email (fHCM2__Email__c) To Intacct
Personalinfo Secondary email addresses Home Email (fHCM2__Home_Email__c) To Intacct
Personalinfo Address line 1 Home Address 1 (fHCM2__Home_Address_1__c) To Intacct
Personalinfo Address line 2 Home Address 2 (fHCM2__Home_Address_2__c) To Intacct
Personalinfo City Home Address City (fHCM2__Home_Address_City__c) To Intacct
Personalinfo State/Territory Home Address Region (fHCM2__Home_Address_Region__c) To Intacct
Personalinfo ZIP or postal code Home Address Zipcode (fHCM2__Home_Address_Postal_Code__c) To Intacct
Personalinfo Country Home Address Country (fHCM2__Home_Address_Country__c) To Intacct