AR payments field mapping

Data between Intacct and Salesforce is synchronized by mapping fields from one application to the other. Use the standard field mappings provided, or create custom mappings between Intacct and Salesforce.

There's a one-to-one relationship between fields in Intacct and Salesforce. You cannot map multiple fields in one application to a single field in the other application.

To view standard and custom field-mappings, go to the Advanced CRM Integration configuration page in Intacct. On the configuration page, use the link in the Field Mapping section of the object that you want to configure.

If a field is inactive in Intacct for either a standard or custom field mapping, it will not sync between Intacct and Salesforce.

Pause synchronization

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

To turn off all synchronization:

Log in to Intacct as an administrator.
Go to Company > Admin > Subscriptions > Advanced CRM Integration and select Configure.

Go to Company > Admin > Subscriptions > Sage People Integration and select Configure.
On the Settings tab, deselect the Enable Intacct Salesforce synchronization checkbox and Save.

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

AR payments field mapping

To open the AR payments standard field mapping:

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

Log in to Intacct as an administrator.
Go to Company > Admin > Subscriptions > Advanced CRM Integration and select Configure.
On the Settings tab, in the Order Entry integration > Payments section, select the AR payments link. The field mapping dialog box opens.

Fields marked with a red asterisk (*) in the following table cannot be overridden using a custom field mapping and are always set to Active. The fields not marked with a red asterisk in this table can have both their Sync Rule and Status changed.Field marked with a red exclamation point (!) can only have their Status changed. The direction of the sync is always from Intacct because these fields are formula fields that are derived from Intacct information.

AR payments field mapping
Intacct	Salesforce	Sync Rule	Status
*Customer ID (CUSTOMERID)	Account (ia_migration__Account__c)	To Intacct	Active
*Base currency (BASECURR)	Base Currency (ia_migration__Base_Currency__c)	To Intacct	Active
*Receipt date (RECEIPTDATE)	Receipt Date (ia_migration__Receipt_Date__c)	To Intacct	Active
*Payment method (PAYMENTMETHOD)	Payment method (ia_migration__Payment_method__c)	To Intacct	Active
*Payment ID (RECORDID)	Intacct Payment Id (ia_migration__Intacct_Payment_Id__c)	To Intacct	Active
*Undeposited funds account no. (UNDEPOSITEDACCOUNTNO)	Undeposited Funds Account (ia_migration__Undeposited_Funds_Account__c)	To Intacct	Active
*Financial entity (FINANCIALENTITY)	Financial Entity (ia_migration__Financial_Entity__c)	To Intacct	Active
*Memo (DESCRIPTION)	Description (ia_migration__Description__c)	To Intacct	Active
*Document or check no. (DOCNUMBER)	Reference Number (ia_migration__Reference_Number__c)	To Intacct	Active
*Payer name (PAYERNAME)	Payer Name (ia_migration__Payer_Name__c)	To Intacct	Active

AR payments details field mapping

To open the AR payments details standard field mapping:

Log in to Intacct as an administrator.
Go to Company > Admin > Subscriptions > Advanced CRM Integration and select Configure.
On the Settings tab, in the Order Entry integration > Payments section, select the AR payments details link. The field mapping dialog box opens.

AR payments details field mapping
Intacct	Salesforce	Sync Rule	Status
*Payment transaction amount (TRX_PAYMENTAMOUNT)	Transaction Amount (ia_migration__Transaction_Amount__c)	To Intacct	Active

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