Account Field Mapping

Last Updated: Thu Sep 24 2020

Additional native or custom fields from the Account object in Salesforce can be mapped in order to sync with LogiSense Billing when account data is pushed (account data is only pushed down from Salesforce, it is not pulled or pushed from LogiSense Billing).

To configure account field mapping:

  1. Navigate to the LogiSense Integration tab

  2. Click on the Account Extensions button

  3. Click the Add Mapping button

  4. Select the Salesforce Field

  5. Enter the LogiSense Field value

    • Value entered in the 'Column Name' field for the custom field on the Account entity in LogiSense Billing

    • This value cannot have spaces and must start with a lowercase letter (Note: even if the Column Name starts with a Capital in the LogiSense Billing UI, the API name will be created with a lowercase character)

  6. Continue steps 3-5 above for each field mapping

  7. Click Save