Order Entry classic sales transactions 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

The custom objects in Salesforce are read-only and mirror the original Intacct document. These records can be created in Salesforce using the Create <Transaction> buttons included in the Advanced CRM Integration packages. The transaction line item details for these records can also be synchronized to Salesforce.

This synchronization allows you to set which Order Entry transaction definitions can be entered from Salesforce, and which transactions Intacct writes back to Salesforce. For example, you can allow Salesforce users to post Sales Quotes and Sales Orders from Salesforce, but not allow them to enter Sales Invoices. You could then set Sales Invoices to post from Intacct to Salesforce to close the loop.

Pause synchronization

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

To turn off all synchronization:

  1. Log in to Intacct as an administrator.

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

    Go to Company > Admin > Subscriptions > Sage People Integration and select Configure.

  3. 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.

Classic sales transaction synchronization table

Synchronize records from Salesforce as read-only information in Intacct using the sales transaction table:

The classic sales transaction record sync controls to sync from Salesforce to Intacct on the Advanced CRM configuration page in Intacct.

  1. The Document name field allows you to select the Order Entry document type.

  2. Check From Salesforce to have order data come from Salesforce.

  3. Use the Headers and Details Map links to map the OE document header and line item information to the Opportunity Header and Opportunity Product details.

You can also synchronize records to Salesforce from Intacct as read-only information:

The classic sales transaction record sync controls to sync to Salesforce from Intacct on the Advanced CRM configuration page in Intacct.

  1. The Document name field allows you to select the Order Entry document type.

  2. Check To Salesforce to have Intacct data based on the document type sync to Salesforce.

  3. Check Include details to have Intacct line item details also synced to Salesforce.

  4. Use the Map links for Headers and Details to map the sales invoice line item details to the custom IntacctSales invoices object in Salesforce.

To set sales transaction settings:

  1. Log in to Intacct as an administrator.

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

  3. In the Sales transaction synchronization section of Order Entry Integration, use the Sales transaction synchronization table to set sync options and Save your changes.

Classic sales transactions synchronization settings

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

Standard field mappings

The following table lists the standard field mappings for sales transaction synchronizations.

From Salesforce: Header standard field mappings

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 ID
(AccountId)		 To Intacct Active
Txn currency
(CURRENCY)		 Opportunity Currency
(CurrencyIsoCode)		 To Intacct Default: Active
Document number
(DOCNO)		 Intacct Transaction ID
(ia_crm__Intacct_Transaction_ID__c)		 To Intacct Default: Active
Bill-to contact name
(SODOCUMENT.BILLTO.CONTACTNAME)		 Bill to
(ia_crm__Bill_to__c)		 To Intacct Default: Active
Ship-to contact name
(SODOCUMENT.SHIPTO.CONTACTNAME)		 Ship to
(ia_crm__Ship_to__c)		 To Intacct Default: Active
Reference number
(PONUMBER)		 Name
(Name)		 To Intacct Default: Active
Message
(MESSAGE)		 Description
(Description)		 To Intacct Default: Active
Term Payment terms
(SODOCUMENT.TERM.NAME)		 Term
(ia_crm__Term__c)		 To Intacct Default: Active

From Salesforce: Details standard field mappings

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 ID
(Product2Id)		 To Intacct Active
Quantity
(UIQTY)		 Quantity
(Quantity)		 To Intacct Active
Memo
(MEMO)		 Line Description
(Description)		 To Intacct Default: Active
Item description
(ITEMDESC)		 Name To Intacct Default: Active
Suggested price
(RETAILPRICE)		 ListPrice To Intacct Default: Active
Price
(UIPRICE)		 Sales Price
(UnitPrice)		 To Intacct Default: Active
Start date
(REVRECSTARTDATE)		 Date
(ServiceDate)		 To Intacct Default: Active
End date
(REVRECENDDATE)		 Service End Date
(ia_crm__Service_End_Date__c)		 To Intacct Default: Active
Employee
(EMPLOYEEID)		 Employee
(ia_crm__Employee__c)		 To Intacct Default: Active
Department
(DEPARTMENT)		 Department
(ia_crm__Department__c)		 To Intacct Default: Active
Ship to
(SHIPTO.CONTACTNAME)		 Ship to Contact
(ia_crm__Ship_to_Contact__c)		 To Intacct Default: Active
Location
(LOCATION)		 Intacct Location
(ia_crm__Intacct_Location__c)		 To Intacct Default: Active

To Salesforce: Header standard field mappings

Intacct Salesforce Sync Rule Status
Customer ID
(CUSTVENDID)		 Customer
(ia_crm__Account__c)		 From Intacct Active
Date
(WHENCREATED)		 Date
(ia_crm__Date__c)		 From Intacct Active
Type
(DOCPARID)		 Document Type
(ia_crm__Document_Type__c)		 From Intacct Active
Document number
(DOCNO)		 Sales Invoice No (Name) From Intacct Active
Document number
(DOCNO)		 Document Number
(ia_crm__Document_Number__c)		 From Intacct Active
Message
(MESSAGE)		 Message
(ia_crm__Message__c)		 From Intacct Active
Reference number
(PONUMBER)		 Reference Number
(ia_crm__Reference_Number__c)		 From Intacct Active
Date due
(WHENDUE)		 Ship Date
(ia_crm__Ship_Date__c)		 From Intacct Active
Subtotal
(SUBTOTAL)		 Subtotal
(ia_crm__Subtotal__c)		 From Intacct Active
Total
(TOTAL)		 Total
(ia_crm__Total__c)		 From Intacct Active
Payment terms
(SODOCUMENT.TERM.NAME)		 Terms
(ia_crm__Terms__c)		 From Intacct Active
State
(STATE)		 State
(ia_crm__State__c)		 From Intacct Active
Ship-to contact: Company name
(SODOCUMENT.SHIPTO.COMPANYNAME)		 Ship to Company Name
(ia_crm__Ship_to_Company_Name__c)		 From Intacct Active
Ship-to contact: Print as
(SODOCUMENT.SHIPTO.PRINTAS)		 Ship to Name
(ia_crm__Ship_to_Name__c)		 From Intacct Active
Ship-to contact address: Line 1
(SODOCUMENT.SHIPTO.MAILADDRESS.ADDRESS1)		 Ship to Address 1
(ia_crm__Ship_to_Address_1__c)		 From Intacct Active
Ship-to contact address: Line 2
(SODOCUMENT.SHIPTO.MAILADDRESS.ADDRESS2)		 Ship to Address 2
(ia_crm__Ship_to_Address_2__c)		 From Intacct Active
Ship-to contact address: City
(SODOCUMENT.SHIPTO.MAILADDRESS.CITY)		 Ship to City
(ia_crm__Ship_to_City__c)		 From Intacct Active
Ship-to contact address: State or territory
(SODOCUMENT.SHIPTO.MAILADDRESS.STATE)		 Ship to State
(ia_crm__Ship_to_State__c)		 From Intacct Active
Ship-to contact address: ZIP or postal code
(SODOCUMENT.SHIPTO.MAILADDRESS.ZIP)		 Ship to ZIP or postal code
(ia_crm__Ship_to_Zip_Code__c)		 From Intacct Active
Ship-to contact address: Country
(SODOCUMENT.SHIPTO.MAILADDRESS.COUNTRY)		 Ship to Country
(ia_crm__Ship_to_Country__c)		 From Intacct Active
Bill-to contact: Company name
(SODOCUMENT.BILLTO.COMPANYNAME)		 Bill to Company Name
(ia_crm__Bill_to_Company_Name__c)		 From Intacct Active
Bill-to contact: Print as
(SODOCUMENT.BILLTO.PRINTAS)		 Bill to Name
(ia_crm__Bill_to_Name__c)		 From Intacct Active
Bill-to contact address: Line 1
(SODOCUMENT.BILLTO.MAILADDRESS.ADDRESS1)		 Bill to Address 1
(ia_crm__Bill_to_Address_1__c)		 From Intacct Active
Bill-to contact address: Line 2
(SODOCUMENT.BILLTO.MAILADDRESS.ADDRESS2)		 Bill to Address 2
(ia_crm__Bill_to_Address_2__c)		 From Intacct Active
Bill-to contact address: City
(SODOCUMENT.BILLTO.MAILADDRESS.CITY)		 Bill to City
(ia_crm__Bill_to_City__c)		 From Intacct Active
Bill-to contact address: State or territory
(SODOCUMENT.BILLTO.MAILADDRESS.STATE)		 Bill to State
(ia_crm__Bill_to_State__c)		 From Intacct Active
Bill-to contact address: ZIP or postal code
(SODOCUMENT.BILLTO.MAILADDRESS.ZIP)		 Bill to ZIP or postal code
(ia_crm__Bill_to_Zip_Code__c)		 From Intacct Active
Bill-to contact address: country
(SODOCUMENT.BILLTO.MAILADDRESS.COUNTRY)		 Bill to Country
(ia_crm__Bill_to_Country__c)		 From Intacct Active

To Salesforce: Detail standard field mappings

Intacct Salesforce Sync Rule Status
Line number
(LINE_NO)		 Line No
(Name)		 From Intacct Active
Department ID
(DEPARTMENTID)		 Department
(ia_crm__Department__c)		 From Intacct Active
Location ID
(LOCATIONID)		 Location
(ia_crm__Location__c)		 From Intacct Active
Item ID
(ITEMID)		 Item
(ia_crm__Item__c)		 From Intacct Active
Item description
(ITEMDESC)		 Description
(ia_crm__Description__c)		 From Intacct Active
Memo
(MEMO)		 Memo
(ia_crm__Memo__c)		 From Intacct Active
Price
(UIPRICE)		 Price
(ia_crm__Price__c)		 From Intacct Active
Quantity
(UIQTY)		 Quantity
(ia_crm__Quantity__c)		 From Intacct Active
Warehouse ID
(WAREHOUSE.LOCATION_NO)		 Site
(ia_crm__Site__c)		 From Intacct Active
Unit
(UNIT)		 Unit
(ia_crm__Unit__c)		 From Intacct Active
Ship-to
(SHIPTO.CONTACTNAME)		 Ship-to Contact
(ia_crm__Ship_To__c)		 From Intacct 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.

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.

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.