Plan your integration

Before you begin your integration, Sage Intacct recommends planning out as many aspects of the integration as possible.

Before integration

Before you begin the installation and configuration of your Advanced CRM Integration, plan your integration by assessing your data and cleaning as necessary.

1. Decide which objects and records to integrate.
   A typical integration would include:

• An Accounts list in Salesforce that has all your customer’s records.
• An Items list in Intacct that represents all the goods and services that you sell.

2. Determine synchronization settings.
   Review further sections of this help to understand how synchronization and field mapping work.

• Review the field mapping sections of help to familiarize yourself with the synchronization options.

3. Adjust Salesforce field visibility.
   Salesforce has several fields that require visibility changes.

• Refer to the field visibility changes required in Salesforce when you’re installing and configuring the Advanced CRM Integration package.

4. Clean your data.
   Before you start your integration, prepare your data in Intacct and Salesforce. This process consists of cleaning your Account, Item, and Pricing data so it's accurate, complete, and ready for synchronization.
5. Synchronize data in phases.
   During development, it’s not necessary to synchronize all your data immediately. To simplify integration, consider handling data synchronization in two phases:

• Test specific use cases to determine if data synchronization is working properly. For example:
  • Test that an Account can be synchronized with a Customer.
  • Test that an Item can be synchronized with a Product.
  • Test that a Product can be added to a sales transaction.
• Before deployment, synchronize all data. Match up existing Customers with Accounts and Products with Items. Then, perform a mass synchronization.

Intacct	Salesforce	Details
New to Intacct	New to Salesforce	The company is implementing Intacct and Salesforce for the first time. Consider: If you’re new to both applications, review your company needs before beginning the configuration. Both Intacct and Salesforce are powerful and flexible, so plan what would work for you before you start implementing.
New to Intacct	Active Salesforce user	The company is already using Salesforce and is implementing Intacct for the first time. Consider: Instead of designing new Salesforce page layouts, you can add Intacct buttons to your existing pages to create contracts and sync items.
Active Intacct user	New to Salesforce	The company is already using Intacct and is implementing Salesforce for the first time. Consider: Make sure your Accounts and Items are in order so you can sync them from Salesforce and eliminate the need to do manual entry. Look at the Intacct App in Salesforce Lightning to see examples of how a Contract or Order Entry page in Salesforce can use the additions from Intacct.
Active Intacct user	Active Salesforce user	The company is already using both Intacct and Salesforce and now wants to integrate the two. Consider: If you’re an experienced user of both applications, review your customizations in each, and make sure they’ll work together. Clean your data and make sure mapped fields overwrite information in the way you expect them to. It's common to start with one section of data for synchronization and testing the settings for the sync before including more data.