Configure the Advanced CRM Integration for Contracts

These high level steps outline how you need to configure your Advanced CRM Integration for use with Intacct Contracts.

The first part of configuring the Advanced CRM Integration for Contracts is the same as all other implementations: decide some basic things about your integration, install the packages, and configure both Salesforce and Intacct to work together.

Before you begin

The following topics help you decide some basic things about your Advanced CRM Integration:

  1. Choose an environment
  2. Choose an integration user
  3. Enable Orders in Salesforce

Install the packages

Both the Intacct Salesforce package and the Intacct Contract Billing for CRM package are required for your Contracts integration to function properly.

You must install the Salesforce packages as well as configure both Salesforce and Intacct before you can sync information between systems.

  1. Install the Salesforce packages
  2. Required settings in Salesforce
  3. Required settings in Intacct
  4. Verify initial synchronization

Configure Intacct for Contracts

To configure the Advanced CRM Integration for specific use with Contracts, use the following sections to set up Intacct.

  1. Configure users in Intacct
  2. Set up Account sync
  3. Set up Contact sync
  4. Set up Product sync
  5. Set up Contracts sync
  6. Set up Billing price list sync

Customize Salesforce for Contracts

The following configurations in Salesforce are optional, but can make Contract synchronization easier in your environment.

Other customizations

The following configurations in Salesforce are also optional, and can be used for both Contracts and other configurations of the Advanced CRM Integration.