Configuring PSA – Accounting Connector Settings

The PSA – Accounting Connector Settings custom setting enables you to change the behavior of the integration. Using the custom setting fields, you can configure the following:

  • Whether the integration is running in enhanced or legacy mode.
  • Additional eligibility criteria for processing records (enhanced mode only).
  • Additional email address that receives notifications when a flow execution finishes.
  • Whether some validations are deactivated when approving a business record.
  • How some fields are auto-populated to avoid manually entering repetitive data.
  • Maximum number of line-level records per header-level business record that the integration can process.
  • Which fields control the automatic processing functionality (enhanced mode only).
  • Whether regions, practices, groups, and projects are automatically synced to dimension 1-4 records.

To create a new custom setting record:

  1. From Setup, click Custom Code | Custom Settings.
  2. Next to PSA – Accounting Connector Settings, click Manage.
  3. Click New.
  4. [Optional] Make sure that Run in Enhanced Mode is selected. If you are implementing PSA – Accounting Connector for the first time in Winter 2024, we strongly recommend that you leave enhanced mode enabled from the start. For more information, see Enhanced Mode.
  5. Populate the remaining fields according to your requirements. For a full list of fields and their descriptions, see PSA – Accounting Connector Settings Fields.
  6. Click Save.