Standard field mapping for Project Accounting

The following tables show the standard field mappings between projects and tasks from Intacct to Salesforce.

Project standard field mapping

The standard field-mapping direction for Project only goes from Intacct to Salesforce. You can create custom field mappings for Project objects from Salesforce to Intacct, but not standard mappings exist for this direction.

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

Task standard field mapping

Standard field mapping for Task objects.

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.

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.