Order Entry advanced sales document 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.

Salesforce Opportunities are used to generate Intacct sales quotes, orders, and invoices. Order Entry uses different price lists and entries than those used in the Intacct Contracts application.

Intacct Order Entry transactions are synchronized with Intacct-provided custom objects in Salesforce.

Sales transactions overview

You can now create Order Entry documents directly in Salesforce, either from an object or as a standalone document. You then sync the document to Sage Intacct either manually or using scheduler in the Intacct app in Salesforce to automate syncing.

The advanced sales document workflow uses a single Intacct object in Salesforce to coordinate syncing from Intacct and then back to Salesforce. This object is called the Sales Document Object.

To enable this workflow, select the Enable advanced sales document workflow checkbox. The Sales transaction synchronization table changes from the classic configuration to the advanced workflow configuration.

The advanced sales document workflow enabled in the sales transaction sync table on the configuration page of Intacct.

The Document name field allows you to select the Order Entry document type.
Check From Salesforce to have data sync from Salesforce to Intacct.
Check To Salesforce to have Intacct data sync to Salesforce.
Check Include details to have OE line item details synced to Salesforce.
Use the Map links for Header and Detail to map the sales invoice line item details to the custom Intacct sales document object in Salesforce.
Save your changes.

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.

Advanced sales document workflow

To set sales transaction settings:

Log in to Intacct as an administrator.
Go to Company > Admin > Subscriptions > Advanced CRM Integration and select Configure.
In the Sales transaction synchronization section of Order Entry Integration, use the Sales transaction synchronization table to set sync options and Save your changes.

The Advanced CRM Integration provides standard field mappings and custom objects for sales transaction synchronizations.

Standard header field mapping

The following table lists the standard field mappings for the advanced sales document workflow synchronizations.

You can change the status of the following field mappings. For more information, see Change Status.

Intacct	Salesforce	Sync Rule	Status
Customer ID (CUSTVENDID)	Account (ia_crm__Account__c)	Bi-directional	Active
Date (WHENCREATED)	Date (ia_crm__Date__c)	From Intacct	Active
Type (DOCPARID)	Document Type (ia_crm__Intacct_Transaction__c)	Bi-directional	Active
Payment status (PAYMENTSTATUS)	Payment Status (ia_crm__Payment_Status__c)	From Intacct	Active
Document number (DOCNO)	Document Number (ia_crm__Document_Number__c)	Default: Bi-directional	Default: Active
Message (MESSAGE)	Description (ia_crm__Description__c)	Default: Bi-directional	Default: Active
Reference number (PONUMBER)	Reference Number (ia_crm__Reference_Number__c)	Default: Bi-directional	Default: Active
Subtotal (SUBTOTAL)	Subtotal (ia_crm__Subtotal__c)	From Intacct	Default: Active
Total (TOTAL)	Total (ia_crm__Total__c)	From Intacct	Default: Active
Payment terms (SODOCUMENT.TERM.NAME)	Term (ia_crm__Term__c)	Default: Bi-directional	Default: Active
State (STATE)	State (ia_crm__State__c)	Default From Intacct	Default: Active
Bill-to contact: Print as (SODOCUMENT.BILLTO.PRINTAS)	Bill to Name (ia_crm__Bill_to_Name__c)	Default From Intacct	Default: Active
Bill-to contact name (SODOCUMENT.BILLTO.CONTACTNAME)	Bill to (ia_crm__Bill_to__c)	Default: Bi-directional	Default: Active
Contract ID (CNCONTRACTID)	Contract (ia_crm__Contract__c)	Default From Intacct	Default: Active
Ship-to contact: Print as (SODOCUMENT.SHIPTO.PRINTAS)	Ship to Name (ia_crm__Ship_to_Name__c)	Default From Intacct	Default: Active
Ship-to contact name (SODOCUMENT.SHIPTO.CONTACTNAME)	Ship to (ia_crm__Ship_to__c)	Default: Bi-directional	Default: Active
Date due (WHENDUE)	Due Date (ia_crm__Due_Date__c)	Default: Bi-directional	Default: Active

Standard detail field mapping

You can change the status of the following field mappings. For more information, see Change Status.

Intacct	Salesforce	Sync Rule	Status
Item ID (ITEMID)	Product (ia_crm__Product__c)	Bi-directional	Active
Contract (CONTRACTID)	Contract (ia_crm__Contract__c)	Default: Bi-directional	Default: Active
Department (DEPARTMENT)	Department (ia_crm__Department__c)	Default: Bi-directional	Default: Active
Employee (EMPLOYEEID)	Employee (ia_crm__Employee__c)	Default: Bi-directional	Default: Active
Location (LOCATION)	Intacct Location (ia_crm__Intacct_Location__c)	Default: Bi-directional	Default: Active
Project (PROJECTID)	Project (ia_crm__Project__c)	Default: Bi-directional	Default: Active
Item description (ITEMDESC)	Item Description (ia_crm__Item_Description__c)	Default: Bi-directional	Default: Active
Line number (LINE_NO)	Line Number (ia_crm__Line_Number__c)	Default: Bi-directional	Default: Active
Memo (MEMO)	Memo (ia_crm__Memo__c)	Default: Bi-directional	Default: Active
Quantity (UIQTY)	Quantity (ia_crm__Quantity__c)	Bi-directional	Active
Suggested price (RETAILPRICE)	List Price (ia_crm__List_Price__c)	Default: Bi-directional	Default: Active
End date (REVRECENDDATE)	Service End Date (ia_crm__Service_End_Date__c)	Default: Bi-directional	Default: Active
Start date (REVRECSTARTDATE)	Service Start Date (ia_crm__Service_Start_Date__c)	Default: Bi-directional	Default: Active
Unit (UNIT)	Unit (ia_crm__Unit__c)	Default: Bi-directional	Default: Active
Warehouse ID (WAREHOUSE.LOCATION_NO)	Warehouse (ia_crm__Warehouse__c)	Default From Intacct	Default: Active
Ship to (SHIPTO.CONTACTNAME)	Ship to Contact (ia_crm__Ship_to_Contact__c)	Default: Bi-directional	Default: Active
Renewal template (RENEWALMACRO)	Renewal Template (ia_crm__Renewal_Template__c)	Default: Bi-directional	Default: Active
Rev rec template (REVRECTEMPLATE)	Revenue Recognition Template (ia_crm__Revenue_Recognition_Template__c)	Default: Bi-directional	Default: Active
Price (UIPRICE)	Sales Price (ia_crm__Sales_Price__c)	Default: Bi-directional	Default: Active

Change Status

If the Status of a standard field mapping can be changed, a dropdown menu becomes available for use when you select the field line.

Use this menu to deactivate fields you do not need to sync between Intacct and Salesforce. The default setting is Active.

Active (default)

When Active, information for a field is synced between Intacct and Salesforce, depending on the sync direction.
Inactive

When Inactive, information for a field is not synced between Intacct and Salesforce.

Intacct ID fields, such as Account or Contract ID, cannot be overridden using a custom field mapping, and are always set to Active status.

Custom objects

These custom objects can be added to Salesforce page layouts, using the custom field for each object provided in the package. The custom objects provided by Intacct in the Advanced CRM Integration package are:

Intacct Order Entry Objects	Salesforce Custom Objects
Sales Quotes	Sales Quotes
Sales Credit Memo	Others Sales Document
Sales Orders	Sales Orders
Sales Invoices	Sales Invoices
Order Entry Revenue Recognition template	Rev rec Template (ia_crm__Rev_Rec_Template__c)
Order Entry Renewal Template	Renewal Template (ia_crm__Renewal_Template__c)

Payment settings

The sales transaction sync table lets you choose which transactions are allowed to come from Salesforce, and which ones post back to Salesforce. When you select the Payment details checkbox, Intacct also posts payment detail information to Salesforce. Payment details provide insight into open balances and payment history.

Reset field mapping defaults

If you need to reset field mappings to the default settings, go to More actions > Reset default field mapping. You will be prompted to confirm that you want to reset all your field mappings for a specific area, such as Accounts. After you confirm, all field mappings for the selected area will be restored to their default settings.

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