Mapping
Related topics
You can view the synchronisation details with Sage Intacct. Sage delivers a default setup.
The main list displays all objects mapped between the solutions. Select a line to view details for that object.
Mapping tab
This tab displays details for a selected object such as:
- Sage Intacct objects and transactions
- The Node factory, which represents the core data source for this object.
- If Smart event is on or off
- If Include private is on or off; switch on to include all accounts in a multi-entity general accounting (MEGA) structure.
- Synchronisation direction: Both, Inbound, Not sent or Outbound
- Mass import status: This checkbox only displays if you created a batch task for importing data.
GL account mapping
If you do not have the Project module in Sage Intacct, you need to modify the GL account Sage Intacct object.
In the Fields grid, delete isRequiredProject from the Sage DMO property column.
If not, you receive a synchronisation error.
Fields grid
This grid display attributes for the object being synchronised with Sage Intacct.
The Editable column indicates which fields can be edited. Only fields with this column selected can be modified.
The Description, Required, Data type and Read-only columns are hidden, but can be displayed using the Column settings panel.
Default property displays the standard value if the field was renamed.
Synchronise data
When you synchronise data between the 2 solutions, you create objects that exist in one solution that originated in the other. You can also resynchronise data using the same steps.
- Select a Sage Intacct object in the main list.
- Select Create all in Sage DMO to synchronise or update data.
When you integrate finance documents, they are processed asynchronously to improve performance.
