Project 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.

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.

Projects standard field mapping

Intacct Projects sync with Salesforce Projects.

If you subscribe to the Project application in Intacct, you’ll see options for configuring the Projects Integration.

The standard field mapping sync direction for Projects can be bi-directional, from Intacct, or to Intacct.

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.

Projects standard field mapping

Intacct	Salesforce	Sync Rule	Status
*Project ID	Project ID (ia_crm__Project_ID__c)	Bi-directional	Active
*Project name	Project Name (Name)	Bi-directional	Active
!Calculated percent completed	% Complete by Duration (ia_crm__Complete_by_Duration__c)	From Intacct	Default: Active
!Actual duration	Actual Duration (ia_crm__Actual_Duration__c)	From Intacct	Default: Active
!Approved duration	Approved Duration (ia_crm__Approved_Duration__c)	From Intacct	Default: Active
Begin date	Begin Date (ia_crm__Begin_Date__c)	Default: Bi-directional	Default: Active
Customer ID	Customer (ia_crm__Customer__c)	Default: Bi-directional	Default: Active
Description	Description (ia_crm__Description__c)	Default: Bi-directional	Default: Active
End date	End Date (ia_crm__End_Date__c)	Default: Bi-directional	Default: Active
Salesforce key	Opportunity (ia_crm__Opportunity__c)	Default: Bi-directional	Default: Active
!Estimated duration	Estimated Duration (ia_crm__Estimated_Duration__c)	From Intacct	Default: Active
Purchase order amount	P.O. Amount (ia_crm__P_O_Amount__c)	Default: Bi-directional	Default: Active
Purchase order number	P.O. Number (ia_crm__P_O_Number__c)	Default: Bi-directional	Default: Active
Parent project ID	Parent Project (ia_crm__Parent_Project__c)	Default: Bi-directional	Default: Active
Project category	Project Category (ia_crm__Project_Category__c)	Default: Bi-directional	Default: Active
Project status	Project Status (ia_crm__Project_Status__c)	Default: Bi-directional	Default: Active
!Remaining duration	Remaining Duration (ia_crm__Remaining_Duration__c)	From Intacct	Default: Active
Sales order number	Sales Order Number (ia_crm__Sales_Order_Number__c)	Default: Bi-directional	Default: Active
Status	Active (ia_crm__Status__c)	Default: Bi-directional	Default: Active
Project type	Project Type (ia_crm__Project_Type__c)	Default: Bi-directional	Default: Active
Billing type	Billing Type (ia_crm__Billing_Type__c)	Default: Bi-directional	Default: Active
Budgeted Billing Amount	Service Budget (ia_crm__Service_Budget__c)	Default: Bi-directional	Default: Active
Budgeted Duration (Hours)	Budget Duration (ia_crm__Budget_Duration__c)	Default: Bi-directional	Default: Active
Contract amount	Contract Amount (ia_crm__Contract_Amount__c)	Default: Bi-directional	Default: Active
Term	Term (ia_crm__AR_Term__c)	Default: Bi-directional	Default: Active
Department ID	Department (ia_crm__Department__c)	Default: Bi-directional	Default: Active
Class ID	Class (ia_crm__Class__c)	Default: Bi-directional	Default: Active
Location ID	Intacct Location (ia_crm__Intacct_Location__c)	Default: Bi-directional	Default: Active
Project currency Currency	Currency (ia_crm__Currency__c)	Default: Bi-directional	Default: Active
Reference number	Opportunity reference number (ia_crm__Opportunity__r.Name)	To Intacct	Default: Active

Tasks standard field mapping

Intacct Tasks sync with Salesforce Tasks.

Task standard field mapping

Intacct	Salesforce	Sync Rule	Status
*Name	Task Name (Name)	Bi-directional	Active
*Project ID	Project (ia_crm__Project__c)	Bi-directional	Active
*Task ID	Task ID (ia_crm__Task_ID__c)	Bi-directional	Active
!Actual begin date	Actual Begin Date (ia_crm__Actual_Begin_Date__c)	From Intacct	Default: Active
!Actual duration	Actual Duration (ia_crm__Actual_Duration__c)	From Intacct	Default: Active
!Actual end date	Actual End Date (ia_crm__Actual_End_Date__c)	From Intacct	Default: Active
!Approved duration	Approved Duration (ia_crm__Approved_Duration__c)	From Intacct	Default: Active
Billable	Billable (ia_crm__Billable__c)	Default: Bi-directional	Default: Active
Description	Description (ia_crm__Description__c)	Default: Bi-directional	Default: Active
Estimated duration	Estimated Duration (ia_crm__Estimated_Duration__c)	Default: Bi-directional	Default: Active
Item ID	Item (ia_crm__Item__c)	Default: Bi-directional	Default: Active
Milestone	Milestone (ia_crm__Milestone__c)	Default: Bi-directional	Default: Active
Parent task key	Parent Task (ia_crm__Parent_Task__c)	Default: Bi-directional	Default: Active
!Calculated percent completed	Percent Completed (ia_crm__Percent_Completed__c)	From Intacct	Default: Active
Planned begin date	Planned Begin Date (ia_crm__Planned_Begin_Date__c)	Default: Bi-directional	Default: Active
Planned duration	Planned Duration (ia_crm__Planned_Duration__c)	Default: Bi-directional	Default: Active
Planned end date	Planned End Date (ia_crm__Planned_End_Date__c)	Default: Bi-directional	Default: Active
!Remaining duration	Remaining Duration (ia_crm__Remaining_Duration__c)	From Intacct	Default: Active
Task status	Task Status (ia_crm__Task_Status__c)	Default: Bi-directional	Default: Active
Utilized	Utilized (ia_crm__Utilized__c)	Default: Bi-directional	Default: Active
WBS code	WBS Code (ia_crm__WBS_Code__c)	Default: Bi-directional	Default: Active
Priority	Priority (ia_crm__Priority__c)	Default: Bi-directional	Default: 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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