Field Mapping for the Advanced CRM Integration

The Advanced CRM Integration lets you combine the best of Salesforce and Intacct to complete the sales-to-billing lifecycle, share valuable data, and gain visibility and insight into your customers.

Field mapping overview

Objects are synchronized between Intacct and Salesforce. For each object, there’s a standard field mapping that defines how data is mapped during synchronization.

The following topics outline the standard field mappings, explains how to customize mappings between Intacct and Salesforce, and lists the objects that are supported.

Prerequisites

Before you start creating new mappings between Intacct and Salesforce, Intacct recommends reviewing the standard field mappings. Evaluate if these mappings meet your needs before creating custom field mappings.

These topics assume you’ve already performed the basic integration steps required for all integrations. The integration steps include subscribing to Advanced CRM Integration in Intacct, and installing one or more Advanced CRM Integration packages in Salesforce.

Field mapping options