Clear subscription data

Salesforce Administrators can clear Sage Intacct Advanced CRM Integration subscription values in Salesforce using the Clear Subscription Data button. The button allows you to clear subscription information for a specific Salesforce org that's linked to a specific Intacct company. You can then link to a different Intacct company, as needed. The Clear Subscription Data button allows you to resubscribe without uninstalling and reinstalling the Advanced CRM Integration packages in Salesforce.

The Clear Subscription Data button is only for use with sandboxes. The button only becomes available in production environments when the link between your Intacct company and your Sage People org has been broken.

Before you clear your data

Before clearing subscription data, consider the following:

  • The Clear Subscription Data button only clears configuration data that allows the synchronization to work. Records are not deleted, including standard objects, custom objects, and managed lists. However, if you resubscribe to the integration without clearing the records from the managed lists, duplicate entries might be created.
  • Intacct will attempt to match existing records of other managed lists, such as terms or templates.
  • Mapped users are unmapped and will have to be mapped again.
  • After you’ve cleared the subscription data, you must restart your Intacct subscription to use the Advanced CRM Integration.
Best practice: Delete transactions in Intacct objects, such as Intacct contracts or sales invoices because the Advanced CRM Integration will resync these transactions when the link between Intacct and Salesforce is reconnected.

Clear subscription data

The following steps are for the Salesforce Classic UI.
  1. Log in to Salesforce as an administrator.
  2. Go to the Intacct Configuration page. A pop-up opens, alerting you that you are not subscribed to Intacct. If your configuration data hasn’t been previously cleared, the Clear Subscription Data button is available.
    3. If your subscription data has been cleared already, the button is not available for use.
  3. Select the Clear Subscription Data button.
    A pop-up alert asks you to confirm that you want to clear the subscription data.