Data migration tool

Transitioning from the original CRM Integration offered by Intacct to the Sage Intacct Advanced CRM Integration can be daunting, especially when it comes to transferring your data. We created the Data migration tool to help streamline this process.

The Data migration tool allows you to selectively migrate Intacct records to Salesforce. The tool helps you to:

• compare Intacct records with Salesforce records, and then migrate your data without manually comparing records, ensuring your Salesforce data is up-to-date and reflects your Intacct information.

• avoid mistakes by reviewing matches before updating Salesforce.

• migrate large volumes of data quickly with batch processing.

The tool searches for information about the select object in Intacct and then looks for matching information in Salesforce. It uses the Intacct ID or Name to find matching records.

Select records

1. Log in to Salesforce as an administrator and go to the Intacct mass synchronization tab.

2. Select the Data Migration tab.

3. In the Object configuration section, Select an object from the dropdown.
   Three Salesforce objects are available for use:

   • Account

   • Contact

   • Project

4. Select how many Items per page you want to review.

5. Select an entity to filter your Intacct data further.

6. (Optional) Select the Exclude reviewed records checkbox to hide records that have already been previously reviewed.

7. In the Intacct filter sections, narrow down the Intacct records further, as needed.

   1. Based on the object type you selected, you can Filter your search to fields in that object. For example, you could filter for the CUSTOMERID on Account fields.

   2. Select an Operator and Value for the selected field filter.

   3. Add another filter, as needed.

   4. Select Search to apply filters to the record table at the bottom of the page. Records matching your filter criteria are displayed.

8. Review the table of Intacct records and their potential matches in Salesforce.

Review matches

The table displays the Intacct records and their possible matches in Salesforce.

1. The Quick Actions column allows you to create a new Salesforce record or update an existing one directly from the table.

2. Select Open next to any record to view a detailed comparison of the Intacct and Salesforce data.

On record comparison popup, you can:

1. Copy all fields from Intacct to Salesforce.

2. Update specific fields in Salesforce.

3. Create a new Salesforce record based on the Intacct data.

4. Refresh the data to see the latest values.

How matches are made

When you choose your search criteria, the tool first tries to find matching information by using the Intacct ID. It looks at all the records related to your selected object in Salesforce to find records with the Intacct ID. There could be more than one match.

If the tool cannot find a match using the Intacct ID, it then tries to find matches based on the Name field. It looks at all the Salesforce records that do not have an Intacct ID and searches for records with the same Name. Again, there could be multiple matches.

Batch processing

You can process multiple records at once by selecting specific lines in the record table.

1. Select all records, or specific records, in the table.

2. In the Mass Records Update section, choose a Batch size.

3. Select a Batch type:

   • Create: Only for records with no matches in Saleforce.

   • Update: For records with partial, multiple, or perfect matches.

   • Both: Performs both Create and Update actions,

4. Select Process Selected Records to update or create records in bulk batches.

You will get an email notification when the batch processing is complete. You can refresh the table to see the current status of the record processing.

Record table fields

The table at the bottom of the page displays Intacct records and their potential matches in Salesforce.

Column	Description
Items per page	Select how many records per page to view.
Filter actions	Refine your results by the following: None: no filter applied Same values: The field values in Intacct match the field values in Salesforce. Not match: None of the field values in Intacct match the field values in Salesforce. Multiple match: Some field values in Intacct match the field values in Salesforce; some do not.
Record name	The Intacct record name. The record name is one of the ways the tool finds matches between Intacct and Salesforce.
Intacct record ID	The Intacct record ID.
Review date	The date on which a record has been previously reviewed. No date listed means the record has not been reviewed.
Same value	Match strength indicators: A checkmark indicates that the field values in Intacct match the field values in Salesforce. A check mark with a warning sign indicates some field values in Intacct match the field values in Salesforce; some do not. A red X indicates none of the field values in Intacct match the field values in Salesforce.
Quick action	Select a link in this column to either create a new Salesforce record or update an existing record. Create from Intacct: creates a new record from Intacct in Salesforce. Update from Intacct: updates the existing Salesforce record with Intacct information.
Record comparison	Select Open to see a side-by-side comparison of the fields in Intacct next to the corresponding fields in Salesforce.