Intacct synchronization options for the Advanced CRM Integration

After you subscribe to the Advanced CRM Integration, configure Intacct to interact with Salesforce.

Before setting your configurations, it's common to turn off synchronization with Salesforce. When Enable Intacct Salesforce synchronization is selected, synchronization occurs in real time for all configured elements.

See Page layouts to learn about customizing Salesforce page layouts with Intacct-specific custom fields.

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