Contracts 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 Contracts, Opportunities, and Opportunity Products are synchronized with Intacct Contracts.

Before you sync Contracts information

The following information is important to know before you synchronize Contracts information between Intacct and Salesforce:

If you subscribe to the Contracts application in Intacct, you’ll see options for configuring Contracts Integration. If you have not installed the Advanced CRM Integration Contracts extension package into Salesforce, you will not be able to configure Advanced CRM Integration for Contracts.
Salesforce Contracts and their opportunities are used to create and manage Intacct Contracts. The Salesforce Contract must be activated before you attempt to synchronize with Intacct.

Only Opportunities with the Contract record type are used. You can also designate your own record types to use for contract creation. You can designate your own record types on the Intacct Configuration page in Salesforce.

Intacct Contract IDs are automatically assigned using the Contract Sequence ID on the Intacct Contracts > Configure Contracts page. For more information about Contract Sequence IDs, see the Intacct help topic Configure Contracts.
Intacct Contract line items are synchronized with the Intacct Contract custom object in Salesforce.
Intacct Contract Invoices are synchronized with the Salesforce Contract Invoices custom objects. They’re read only in Salesforce and mirror what's in Intacct.

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.

Contracts field mapping

To open the Contracts 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 Contracts Integration, in the Contracts section, select the following links to view the standard Contract field mapping.

Salesforce to Intacct–Contracts
Salesforce to Intacct–Contract lines
Intacct to Salesforce–Contracts
Intacct to Salesforce–Contract lines

Salesforce to Intacct–Contracts

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
* Contract ID	ia_crm__Intacct_Contract_ID__c	To Intacct	Active
* Contract name	Name	To Intacct	Active
* Start date	StartDate	To Intacct	Active
* End date	EndDate	To Intacct	Active
* Customer	AccountID	To Intacct	Active
* Term	ia_crm__Term__c	To Intacct	Active
* Transaction currency	CurrencyIsoCode	To Intacct	Active
Location	ia_crm__Intacct_Entity__c	Default: To Intacct	Default: Active
Bill to	ia_crm__Bill_to__c	Default: To Intacct	Default: Active
Ship to	ia_crm__Ship_to__c	Default: To Intacct	Default: Active
Billing frequency	ia_crm__Billing_Frequency__c	Default: To Intacct	Default: Active
Renew	ia_crm__Renew__c	Default: To Intacct	Default: Active
Renewal template	ia_crm__Renewal_Template__c	Default: To Intacct	Default: Active
Renewal term length	ia_crm__Term_Length__c	Default: To Intacct	Default: Active
Renewal term period	ia_crm__Renewal_period__c	Default: To Intacct	Default: Active
Billing price list	Pricebook2Id	Default: To Intacct	Default: Active
Description	Description	Default: To Intacct	Default: Active
Bill in advance	ia_crm__Bill_in_advance__c	Default: To Intacct	Default: Active
Bill in advance term	ia_crm__Bill_in_advance_term__c	Default: To Intacct	Default: Active
Exchange rate type	ia_crm__Exchange_Rate_Type__c	Default: To Intacct	Default: Active

Salesforce to Intacct–Contract lines

Intacct	Salesforce	Sync Rule	Status
* Item	PricebookEntry.Product2Id	To Intacct	Active
* Billing method	ia_crm__Billing_Method__c	To Intacct	Active
* Location	ia_crm__Intacct_Location__c	To Intacct	Active
Line start	ia_crm__Start_Date__c	Default: To Intacct	Default: Active
Line end	ia_crm__End_Date__c	Default: To Intacct	Default: Active
Revenue 1 start date	ia_crm__Start_Date__c	Default: To Intacct	Default: Active
Revenue 1 end date	ia_crm__End_Date__c	Default: To Intacct	Default: Active
Revenue 2 start date	ia_crm__Start_Date__c	Default: To Intacct	Default: Active
Revenue 2 end date	ia_crm__End_Date__c	Default: To Intacct	Default: Active
Flat/fixed amount frequency	ia_crm__Contract_Line_Save_Cancel_He__c	Default: To Intacct	Default: Active
Task Key	ia_crm__Task__c	Default: To Intacct	Default: Active
Billing template	ia_crm__Billing_Template__c	Default: To Intacct	Default: Active
Billing start	ia_crm__Billing_Start_Date__c	Default: To Intacct	Default: Active
Billing end	ia_crm__Billing_End_Date__c	Default: To Intacct	Default: Active
Quantity	Quantity	Default: To Intacct	Default: Active
Rate	UnitPrice	Default: To Intacct	Default: Active
Multiplier	ia_crm__Multiplier__c	Default: To Intacct	Default: Active
Discount	Discount	Default: To Intacct	Default: Active
Reset usage quantity	ia_crm__Reset_Usage_Quantity__c	Default: To Intacct	Default: Active
Usage quantity recurs	ia_crm__Usage_Quantity_Recurs__c	Default: To Intacct	Default: Active
Flat/fixed amount	ia_crm__Amount__c	Default: To Intacct	Default: Active
Renew	ia_crm__Renew__c	Default: To Intacct	Default: Active
Item description	Description	Default: To Intacct	Default: Active
Change type	ia_crm__Change_Type__c	Default: To Intacct	Default: Active
Department	ia_crm__Department__c	Default: To Intacct	Default: Active
Class	ia_crm__Class__c	Default: To Intacct	Default: Active
Employee	ia_crm__Employee__c	Default: To Intacct	Default: Active
Project	ia_crm__Project__c	Default: To Intacct	Default: Active
Ship to	ia_migration__Ship_to_Contact__c	Default: To Intacct	Default: Active
Renewal billing template	ia_crm__Renewal_BillingTemplate__c	Default: To Intacct	Default: Active
Prorate partial periods	ia_crm__Prorate__c	Default: To Intacct	Default: Active
Quantity type	ia_crm__Quantity_Type__c	Default: To Intacct	Default: Active
If usage exceeds the committed quantity	ia_crm__If_Usage_Exceeds_The_Committed_Quantity__c	Default: To Intacct	Default: Active
On contract line end date	ia_crm__On_Contract_End_Date__c	Default: To Intacct	Default: Active

Intacct to Salesforce–Contracts

The following fields in the table can't be overridden using a custom field mapping and are always set to Active.

Intacct	Salesforce	Sync Rule	Status
Contract ID	ia_migration__Contract_ID__c	From Intacct	Active
Contract name	Name	From Intacct	Active
Start date	ia_migration__Start_Date__c	From Intacct	Active
End date	ia_migration__End_Date__c	From Intacct	Active
Customer	ia_migration__Customer__c	From Intacct	Active
Billing frequency	ia_migration__Billing_Frequency__c	From Intacct	Active
Term	ia_migration__Term__c	From Intacct	Active
Location	ia_migration__Location__c	From Intacct	Active
Transaction currency	CurrencyIsoCode	From Intacct	Active
Transaction currency	ia_crm__Transaction_currency__c	From Intacct	Active
Bill to	ia_migration__Bill_To__c	From Intacct	Active
Ship to	ia_migration__Ship_to__c	From Intacct	Active
Renew	ia_migration__Renew__c	From Intacct	Active
Renewal template	ia_migration__Renewal_Template2__c	From Intacct	Active
Renewal term length	ia_migration__Renewal_Term_Length__c	From Intacct	Active
Cancel date	ia_crm__Cancel_Date__c	From Intacct	Active
Department	ia_migration__Department__c	From Intacct	Active
Description	ia_migration__Description__c	From Intacct	Active
Original contract	ia_crm__Original_Contract__c	From Intacct	Active
Renewal term period	ia_migration__Renewal_Term_Period__c	From Intacct	Active
State	ia_crm__State__c	From Intacct	Active
Ship to	ia_migration__Ship_to_Name__c	From Intacct	Active
Bill to	ia_migration__Bill_to_Name__c	From Intacct	Active
Billing price list	ia_migration__Billing_Pricelist__c	From Intacct	Active
Bill in advance	ia_crm__Bill_in_advance__c	From Intacct	Active
Bill in advance term	ia_crm__Bill_in_advance_term__c	From Intacct	Active
When created	ia_crm__When_Created__c	From Intacct	Active
When modified	ia_crm__When_Modified__c	From Intacct	Active

Intacct to Salesforce–Contract lines

The following fields in the table can't be overridden using a custom field mapping and are always set to Active.

Intacct	Salesforce	Sync Rule	Status
Contract	ia_crm__Intacct_Contract__c	From Intacct	Active
Item	ia_crm__Item__c	From Intacct	Active
Location	ia_crm__Location__c	From Intacct	Active
Customer	ia_crm__Customer__c	From Intacct	Active
Contract	ia_crm__Contract__c	From Intacct	Active
Line start	ia_crm__Start_Date__c	From Intacct	Active
Line end	ia_crm__End_Date__c	From Intacct	Active
Billing method	ia_crm__Billing_Method__c	From Intacct	Active
Flat/fixed amount frequency	ia_crm__Flat_Fixed_Amount_Frequency__c	From Intacct	Active
Billing template	ia_crm__Billing_Template__c	From Intacct	Active
Billing start	ia_crm__Billing_Start_Date__c	From Intacct	Active
Billing end	ia_crm__Billing_End_Date__c	From Intacct	Active
Quantity	ia_crm__Quantity__c	From Intacct	Active
Rate	ia_crm__Price__c	From Intacct	Active
Multiplier	ia_crm__Multiplier__c	From Intacct	Active
Reset usage quantity	ia_crm__Reset_Usage_Quantity__c	From Intacct	Active
Usage quantity recurs	ia_crm__Usage_Quantity_Recurs__c	From Intacct	Active
Flat/fixed amount	ia_crm__Flat_Fixed_Amount__c	From Intacct	Active
Flat/fixed amount	ia_crm__Flat_Fixed_Amount_Currency__c	From Intacct	Active
Renew	ia_crm__Renew__c	From Intacct	Active
Cancel date	ia_crm__Cancel_Date__c	From Intacct	Active
Change type	ia_crm__Change_Type__c	From Intacct	Active
Department	ia_crm__Department__c	From Intacct	Active
Line number	ia_crm__Line_number__c	From Intacct	Active
Exchange rate	ia_crm__Rate__c	From Intacct	Active
Ship to	ia_crm__Ship_To__c	From Intacct	Active
State	ia_crm__State__c	From Intacct	Active
Base flat/fixed amount	ia_crm__Base_Flat_Fixed_Amount_Currency__c	From Intacct	Active
Total base flat/fixed amount	ia_crm__Total_Base_Flat_Fixed_Amount__c	From Intacct	Active
Total base flat/fixed amount	ia_crm__Total_Base_Flat_Fixed_Amount_Currency__c	From Intacct	Active
Total flat/fixed amount	ia_crm__Total_Flat_Fixed_Amount__c	From Intacct	Active
Total flat/fixed amount	ia_crm__Total_Flat_Fixed_Amount_Currency__c	From Intacct	Active
Total revenue quantity	ia_crm__Total_quantity__c	From Intacct	Active
Line number	Name	From Intacct	Active
Item description	ia_crm__Item_Description__c	From Intacct	Active
Record number	ia_crm__Opportunity__c	From Intacct	Active
Discount	ia_crm__Discount__c	From Intacct	Active
Class	ia_crm__Class__c	From Intacct	Active
Employee	ia_crm__Employee__c	From Intacct	Active
Project	ia_crm__Project__c	From Intacct	Active
Task Key	ia_crm__Task__c	From Intacct	Active
Renewal billing template	ia_crm__Renewal_BillingTemplate__c	From Intacct	Active
Record number	ia_crm__Opportunity_Product_Id__c	From Intacct	Active
Prorate partial periods	ia_crm__Prorate__c	From Intacct	Active
Quantity type	ia_crm__Quantity_Type__c	From Intacct	Active
If usage exceeds the committed quantity	ia_crm__If_Usage_Exceeds_The_Committed_Quantity__c	From Intacct	Active
On contract line end date	ia_crm__On_Contract_End_Date__c	From Intacct	Active
Exchange rate type	ia_crm__Exchange_Rate_Type__c	From Intacct	Active
Exchange rate date	ia_crm__Exchange_rate_date__c	From Intacct	Active
Exchange rate	ia_crm__Exchange_rate__c	From Intacct	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.

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

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.

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