Customer record sync is one of the key components of the integration. Customer records must synchronise with Intacct before any other transactions take place.
Please note: As part of our initial set-up, we can use data manager imports to establish links between existing customer records in The Layer and Intacct. We can also import customer records from Intacct to The Layer, and sync them at the same time. This is covered in the "Customer Upload" section.
If you are looking to create a new customer, that does not already exist in Intacct, you can do so in The Layer, and push it to Intacct.
A new customer record that has been created in The Layer will sync either when:
The first finalised invoice is created
A manual sync is performed from the Intacct tab of the customer record
The details that sync to Intacct are as follows:
Mobile (visible against contact that was entered)
The Customers grid is available to users with settings access, and is reachable from the left-hand side menu within the Sage subsection.
This grid provides details of all customer records and their synchronisation status.
"Synced" lets you know if the customer record has ever been synced with Sage.
"Sage Company" will reflect the synced Sage Company name. If you have a configuration involving multiple Sage companies as part of one Sage account, the specific company name for that customer will be shown.
"Sage Customer ID" and "Sage Account Number" will display for synced companies.
Customer Upload - Syncing Customers to Existing Intacct Customer Records
The Customers Upload function is used to create an initial link between Layer Customers and Sage Customers records. This is expected to be used only for initial integration set-up.
If this link doesn’t exist, we will instead create a Customer in Sage during Sync.
Plus at least one of:
The "Synced" column is ignored for import.
Customers Export - Export Template
Use this option to export the grid details in Excel format. This can be used as a template for import.