Creating SRP Integration and ClickLink Rules in Legacy Mode

Note:

This only applies if you are running the integration in legacy modeClosed When SRP runs in legacy mode, it uses the older mechanism that were introduced before Spring 2021. Some features and modern user experience components aren't available in legacy mode. Legacy mode is enabled when the Run Integration in Enhanced Mode field in the SRP Integration Settings custom setting is deselected.. If enhanced mode is enabled in your org, see Object and Field Mappings.

SRP uses integration and ClickLink rules to define the relationship between PSA and Accounting records, as well as how the flows execute. You can also create ClickLink jobs from ClickLink rules to schedule background executions of a flow.

The following integration rules are included in SRP by default:

  • Create Sales Invoice from Billing Event
  • Create Sales Credit Note from Billing Event
  • Map Analysis fields from Invoice to Credit Note

The following ClickLink rules are included in SRP by default:

Default ClickLink Rules in Legacy Mode

Flow

Header ClickLink Rule

Line Item ClickLink Rule
Employee Expenses to Payable Invoices or Credit Notes PSA Employee Expense to Payable Invoice PSA Employee Expense Item to Payable Invoice Expense Line Item
PSA Employee Expense to Payable Credit Note PSA Employee Expense Item to Payable Credit Note Expense Line Item
Expense Reports to Payable Invoices or Credit Notes PSA Expense Report to Payable Invoice PSA Expense to Payable Invoice Expense Line Item
PSA Expense Report to Payable Credit Note PSA Expense to Payable Credit Note Expense Line Item
Journal Line Items to Miscellaneous Adjustments   Journal Line Item to PSA Miscellaneous Adjustment
Miscellaneous Adjustments to Journals PSA Miscellaneous Adjustment to Journal PSA Miscellaneous Adjustment to Journal Line Item
Payable Credit Note Expense Line Items to Miscellaneous Adjustments   Payable Credit Note Expense Line Item to PSA Miscellaneous Adjustment
Payable Invoice Expense Line Items to Miscellaneous Adjustments   Payable Invoice Expense Line Item to PSA Miscellaneous Adjustment
Vendor Invoices to Payable Invoices or Credit Notes PSA Vendor Invoice to Payable Invoice PSA Vendor Invoice Item to Payable Invoice Expense Line Item
PSA Vendor Invoice to Payable Credit Note PSA Vendor Invoice Item to Payable Credit Note Expense Line Item

The related integration rule line and ClickLink mapping records related to the rules are used to define the field level mappings between the different records. See the relevant reference topic for more information on each rule and its related mappings.

For more information about integration and ClickLink rules, see the following:

Creating Integration and ClickLink Rules

You can create all of the integration and ClickLink rules required for integration from the Integration Rules list view.

Note:

Before performing the steps, you must add the Generate/Refresh Rules for SRP Integration button to the List View search layout of the Integration Rule object. For more information, see the Salesforce Help.

Warning:

If you are upgrading from an older version of SRP, performing the steps overwrites any customizations you might have made to existing SRP integration and ClickLink rules. This cannot be undone. In that case, you must manually recreate the customizations after the rules are created.

To create or refresh integration and ClickLink rules:

  1. Click the Integration Rules tab.
  2. Click Generate/Refresh Rules for SRP Integration. A warning message displays all the rules that will be created.
  3. Click Continue to confirm the action.