Advanced CRM Integration components

The Advanced CRM Integration consists of two major components that work together to synchronize data and complete the sales life-cycle.

The Advanced CRM Integration subscription allows you to connect an Intacct company to a Salesforce company, and provides a configuration page for you to select synchronization options.

The integration packages make additional fields, buttons, and lists available for use in Salesforce page layouts. You can add the Create Sales Order button to the Opportunity page layout to allow Salesforce users to create a sales order. The transaction is then sent to Intacct.

The Advanced CRM packages also offer support for multiple languages. After installing the packages in Salesforce, switching languages within Salesforce will automatically adjust the language settings for your Intacct app in Salesforce as well.

Standard objects

The following are the standard objects in Intacct that can be synchronized.

The Salesforce objects reflect data contained in Intacct. For Intacct required fields on these objects, you can’t change the sync direction. However, for non-required fields, you can change the source of synchronizations based on the needs of your integration.

Intacct standard objects	Salesforce objects
Contact	Contact
Customer	Account
Items	Products
Contract Billing Price Lists	Price Books
Order Entry Price Lists	Price Books
Projects	Projects
Tasks	Tasks

For more information, see Configure Intacct and Sync Products.

Custom objects

These are the custom objects in Intacct that can be synchronized.

Intacct custom objects	Salesforce objects
Contracts	Intacct Contracts
Sales Quotes	Sales Quotes
Sales Orders	Sales Orders
Sales invoices	Sales invoices
Other: Sales	Others Sales Document

For more information, see Sync Contracts, Customize Salesforce, or Field Mapping for the Advanced CRM Integration.

Managed lists

There are several objects that are synchronized between Intacct and Salesforce to provide the managed lists needed to support the integration. Intacct managed lists are automatically synchronized to Salesforce during the first initialization of the integration.

Intacct provides custom objects in Salesforce that are used primarily as picklists and are read-only. As you synchronize different aspects of Intacct to Salesforce, you’ll begin to see the following managed lists:

AR Terms
Billing Templates
Class
Department
Employee
Entities and Locations
Exchange rate type
Project status
Project Templates
Project type
Renewal Templates
Territories

A managed list is a list of options that you can select in Salesforce, but the options on the list are managed and maintained in Intacct.

Intacct Collaborate

The Advanced CRM Integration does not currently install Intacct Collaborate at the same time as the integration. If you want to install and use Intacct Collaborate, refer to the Intacct Collaboration Set up Guide.

If you plan to use both Intacct Collaborate and the Advanced CRM Integration, Intacct recommends you install the Advanced CRM Integration first, then install Intacct Collaborate.

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