Journal entry 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.

Journal Entry field mapping synchronizes records between the Salesforce Intacct Journal Entry and Intacct’s own Journal Entry records.

A transaction from any Salesforce object is sent to the Salesforce Intacct JE, which is then syned with the native Intacct JE, which then is recorded in the Intacct General Ledger.

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.

Journal entry standard field mapping

Journals are stored on the Intacct Journal object in Salesforce. This object is an Intacct-managed list. Changes made in Salesforce do not sync back to Intacct.

To open standard field mapping for Journal Entries:

Log in to Intacct as an administrator.
Go to Company > Admin > Subscriptions > Advanced CRM Integration and select Configure.
On the Settings tab, in General Ledger, in the Journal Entries section, select the Salesforce to Intacct - Journal Entry link. The field mapping dialog opens.

Intacct	Salesforce	Sync Rule	Status
Journal	Intacct Journal (ia_migration__Intacct_Journal__c)	To Intacct	Default: Active
Posting date	Date (ia_migration__Date__c)	To Intacct	Default: Active
Description	Description (ia_migration__Description__c)	To Intacct	Default: Active

Save your changes.

Salesforce to Intacct journal entry standard field mappings can't be overridden using a custom field mapping and are always set to Active.

Journal entry line standard field mapping

Journal entry lines are stored on the Intacct Journal object in Salesforce. This object is an Intacct-managed list. Changes made in Salesforce do not sync back to Intacct.

To open standard field mapping for Journal Entry Lines:

Log in to Intacct as an administrator.
Go to Company > Admin > Subscriptions > Advanced CRM Integration and select Configure.
On the Settings tab, in General Ledger, in the Journal Entries section, select the Salesforce to Intacct - Journal Entry Lines link. The field mapping dialog opens.

Fields marked with a red asterisk (*) in the following table can’t 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 their Status changed. See Change Status for more information.

Intacct	Salesforce	Sync Rule	Status
*Account	Intacct Account (ia_crm__Intacct_Account__c)	To Intacct	Active
*Txn currency	Currency ISO Code (CurrencyIsoCode)	To Intacct	Active
Location	Location (ia_crm__Intacct_Entity__c)	To Intacct	Default: Active
Customer	Customer (ia_crm__Account__c)	To Intacct	Default: Active
Project	Project (ia_crm__Project__c)	To Intacct	Default: Active
Employee	Employee (ia_crm__Employee__c)	To Intacct	Default: Active
Item	Product (ia_crm__Product__c)	To Intacct	Default: Active
Class	Class (ia_crm__Class__c)	To Intacct	Default: Active
Contract	Intacct Contract (ia_crm__Intacct_Contract__c)	To Intacct	Default: Active
Department	Department (ia_crm__Department__c)	To Intacct	Default: Active
Exchange rate type	Exchange Rate Type (ia_crm__Exchange_Rate_Type__c)	To Intacct	Default: Active

Save your changes.

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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