Custom 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.

Create a custom field mapping

To create a custom field mapping:

  1. Sign in to Intacct as an administrator.

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

  3. Decide which object that you want to create a custom field mapping for, and select the corresponding Field Mapping link.
    For example, on the Settings tab, in the Synchronization options > Accounts section, use the Accounts field mapping link. The field mapping dialog box opens.
  4. In the Custom mapping section:
  1. Select an Intacct field from the dropdown menu.
  2. Select the Salesforce field to map the Intacct field to from the dropdown menu.
  3. Select the Sync Rule for the fields:
    • 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.
  4. If needed, use the Lookup Object field to select the source of the mapped field. For more information, see the Lookup Object menu.
  5. Set the Status of the synchronization to Active or Inactive.
    • Active (default)
      When Active, information for a field is synced between Intacct and Salesforce.
    • Inactive
      When Inactive, information for a field is not synced between Intacct and Salesforce.
  6. Save your changes.
To override standard field mappings, create a custom field mapping using the standard fields. You then select different sync options, such as a different Salesforce field and sync direction. You can only override standard field mappings for Accounts, Contacts, Contracts, and Contract lines.

Override a standard field

You can override an Intacct standard field using custom field mapping.

  1. Determine the Intacct standard field that you want to override.
  2. Determine the Salesforce field to sync with the Intacct field.
  3. Follow the steps above using the fields that you selected.
Intacct ID fields, such as Account or Contract ID, cannot be overridden using a custom field mapping, and are always set to Active status.

Lookup Object menu

When creating custom field mappings for fields that come from managed lists in Intacct, use the Lookup Object dropdown menu to set the source of that field. The Lookup Object dropdown menu helps to identify the managed list you want to see in Salesforce.

The Lookup Object dropdown menu is only available for use when Intacct detects that the Salesforce field is a picklist.

For example, if you create a custom mapping between the Intacct Term field and the Salesforce Term picklist, choose UDD from the Lookup Object dropdown menu.

UDD selected in the Lookup Object dropdown menu under Custom Mapping.