Accounts 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.

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.

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

Pause synchronization

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

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

Account standard field mapping

The Intacct Customer ID is automatically assigned to the Salesforce Account using the Customer Sequence ID. For more information about using Customer IDs, see the Intacct online help topics Customers and Document sequences for auto-numbering IDs.

To open standard field mapping for Accounts:

1. Log in to Intacct as an administrator.

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

3. On the Settings tab, in the Synchronization options > Accounts section, select the Field Mapping Accounts 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. See Change Sync Rule and Change Status for more information.

Intacct	Salesforce	Sync Rule	Status
* Customer ID	Intacct Customer ID (ia_crm__IntacctID__c)	To Intacct	Active
* Customer name	Account Name (Name)	To Intacct	Active
* Default currency	Account Currency (CurrencyIsoCode)	To Intacct	Active
Parent customer	Parent Account ID (ParentId)	Default: To Intacct	Default: Active
Comments	Account Description (Description)	Default: To Intacct	Default: Active
Displaycontact Phone number	Account Phone (Phone)	Default: To Intacct	Default: Active
Displaycontact Fax	Account Fax (Fax)	Default: To Intacct	Default: Active
Displaycontact URL	Website (Website)	Default: To Intacct	Default: Active
Bill-to contact address - address line 1	Billing Street (BillingStreet)	Default: To Intacct	Default: Active
Bill-to contact address: City	Billing City (BillingCity)	Default: To Intacct	Default: Active
Bill-to contact address - state or territory	Billing State (BillingState)	Default: To Intacct	Default: Active
Bill-to contact address - ZIP or post code	Billing ZIP code (BillingPostalCode)	Default: To Intacct	Default: Active
Bill-to contact address - country	Billing Country (BillingCountry)	Default: To Intacct	Default: Active
Ship-to contact address - address line 1	Shipping Street (ShippingStreet)	Default: To Intacct	Default: Active
Ship-to contact address: City	Shipping City (ShippingCity)	Default: To Intacct	Default: Active
Ship-to contact address - state or territory	Shipping State/Territory (ShippingState)	Default: To Intacct	Default: Active
Ship-to contact address - ZIP or post code	Shipping ZIP or post code (ShippingPostalCode)	Default: To Intacct	Default: Active
Ship-to contact address - country	Shipping Country (ShippingCountry)	Default: To Intacct	Default: Active
Displaycontact Taxable	Taxable (ia_crm__Taxable__c)	Default: To Intacct	Default: Active
Credit limit	Credit limit (ia_crm__Credit_limit__c)	Default: To Intacct	Default: Active
Displaycontact Email address	Email (ia_crm__Email_ID__c)	Default: To Intacct	Default: Active
Customer rep	Sales rep (ia_crm__SalesRep__c)	Default: To Intacct	Default: Active
Territory ID	Territory (ia_crm__Territory__c)	Default: To Intacct	Default: Active
Term	Term (ia_crm__Term__c)	Default: To Intacct	Default: Active

Change Sync Rule

If the Sync Rule 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 select which direction the field syncs. The options are:

• From Intacct
  The data source for the field is Intacct.
• To Intacct
  The data source for the field is Salesforce.
• Bi-directional
  When one field is updated in either application, the corresponding field in the other application is also updated upon sync.

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.

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.