Other Intacct settings

When Intacct and Salesforce are connected, you set the majority of the Advanced CRM Integration configuration options on the Advanced CRM Integration configuration page. However, some other tools are available for use on the Other tab of the configuration page:

• Salesforce account details
• Managed list resync tool

Salesforce account details

You can enable Intacct users to view account details (in read-only mode) without having to switch to Salesforce. Intacct users will see account fields of your choice on the Customer record, in a Salesforce Account Details tab.

All standard and custom fields for the Salesforce account object are available to be displayed on the Customer record in Intacct.

To enable Intacct users to view account details:

1. Log in to Intacct as an administrator.

2. Go to Company > Admin > Subscriptions > Advanced CRM Integration and select Configure.

3. On the Configure Intacct Advanced CRM Integration page, select the Other tab.
4. In the Salesforce account details section, select the Show Salesforce account details checkbox.
5. Choose the fields that you want to display on the Customer record in Intacct and select Refresh fields.
• For example, you can display information about the Account Owner, Customer Priority, and other fields that describe the account and its value to your business.

Synchronization tools

The Intacct synchronization tool allows Advanced CRM implementers and administrators to resync managed lists when necessary. You commonly will not need to resync managed lists often as individual records are synced when they’re created or updated. However, during an implementation it might be useful to resync a managed list, which you can use this tool to do.

To resync a managed list:

1. Log in to Intacct as an administrator.

2. Go to Company > Admin > Subscriptions > Advanced CRM Integration and select Configure.

3. On the Configure Intacct Advanced CRM Integration page, select the Other tab.
4. In the Synchronization Tools section, choose a managed list from the dropdown menu and select Synchronize.
   A confirmation notification alerts you that the sync has started. You’ll get an email when it's complete.

Enable field mapping for Sage Intacct CRM Integration

If you use the Sage Intacct CRM Integration and want to use custom field mapping, you enable the field mapping here.

To enable custom field mapping for the CRM Integration:

1. Go to the Company > Admin > Subscriptions > Salesforce integration and select Configure.
2. On the Configure Intacct Advanced CRM Integration page, select the Other tab.
3. Select the Enable field map checkbox and Save your changes.