Contact 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.

Contacts standard field mapping

Salesforce Contacts synchronize with Intacct Contacts.

The Advanced CRM Integration adds Bill To and Ship To lookup fields on the Account, Opportunity, and Contract records. The lookup fields create relationships to Salesforce Contacts. If Bill To and Ship To contacts is not provided, Intacct automatically creates Contact records in Intacct from the address in Salesforce records. These created Intacct contacts do not sync back to Salesforce.

To open the Contact standard field mapping:

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 > Contacts section, select the Field Mapping Contacts 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
* Print As	Name	To Intacct	Active
*Contact Name	ia_crm__Intacct_Contact_ID__c	To Intacct	Active
Company name	Account.Name	Default: To Intacct	Default: Active
First Name	FirstName	Default: To Intacct	Default: Active
Last Name	LastName	Default: To Intacct	Default: Active
Prefix	Salutation	Default: To Intacct	Default: Active
Primary Email Address	Email	Default: To Intacct	Default: Active
Primary Phone	Phone	Default: To Intacct	Default: Active
Mobile	MobilePhone	Default: To Intacct	Default: Active
Mail address Address line 1	MailingStreet	Default: To Intacct	Default: Active
Mailaddress City	MailingCity	Default: To Intacct	Default: Active
Mailaddress State or territory	MailingState	Default: To Intacct	Default: Active
Mailaddress ZIP or postal code	MailingPostalCode	Default: To Intacct	Default: Active
Mailaddress Country	MailingCountry	Default: To Intacct	Default: Active

Override the contact name

By default, the Contact Name field (ia_crm__Intacct_Contact_ID__c) is a required field and cannot be overridden. However, if your Salesforce org has duplicate contact names, you can map a custom Salesforce field to Contact Name to prevent sync errors.

When a custom field is mapped to Contact Name, Intacct uses the custom field value as the Intacct contact name. This lets you define a unique identifier for each contact, such as an employee number or email address, so that all contacts sync successfully.

To override the contact name:

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 > Contacts section, select the Field Mapping Contacts link.

4. In the field mapping dialog, find the Contact Name row.

5. Select Override and select your custom Salesforce field from the dropdown.

6. Select Save.

When the override is active, Intacct uses the value of your custom field as the contact name on sync.

Fallback behavior when the custom field is empty

If the custom field is empty when a contact syncs, Intacct automatically appends the Salesforce record ID to the contact name. For example, if the custom field is empty for a contact named Karla Grace, the contact syncs to Intacct as Karla Grace-003Xx0000001AbcAAE. The alphanumeric string is the unique Salesforce record ID.

This fallback prevents sync failures but can result in contact names that are less readable. To avoid this, ensure that your custom field is populated for all contacts before syncing.

For more information about duplicate contact names and when to use this option, see Sync Contacts.

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.