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:
- Log in to Intacct as an administrator.
-
Go to Company > Admin > Subscriptions > Sage People Integration and select Configure.
- 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
Sage People Team Members synchronize with Intacct Employees.
To open standard field mapping for team members:
- Log in to Intacct as an administrator.
-
Go to Company > Admin > Subscriptions > Sage People Integration and select Configure.
- In Synchronization options, in the Team members section, select the Team members link. The field mapping dialog opens.
| 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 |