Setting up PSA – Accounting Connector
Installations are carried out by the Certinia Onboarding team. To install the PSA – Accounting Connector package, first make sure that the required packages are installed in your org, then contact your Customer Support representative.
This release of PSA – Accounting Connector requires the following Certinia packages to be installed:
- Accounting Summer 2023 or newer
- PSA Summer 2023 or newer
- ClickLink Spring 2019 or newer
Migrating from the Accelerate Build Integration
Depending on when you were onboarded to PSA and Accounting, your org might use Foundations messaging and Salesforce flows or Process Builder processes to create Accounting documents and dimensions from PSA records. This is known as the Accelerate Build integration between PSA and Accounting. In this case, you must disable the messages before you perform the post-install steps for PSA – Accounting Connector. For more information, see Migrating from the Accelerate Build Integration.
Post-Install Steps
If you have permissions to do so, you can follow the steps described in this section to set up and configure PSA – Accounting Connector.
You must be logged in as an administrator or equivalent to perform the steps. Access the related help page and complete the tasks described.
|
Step |
Task |
Related Help Topic |
|---|---|---|
| 1 | Assign the required permissions to the relevant users. | Permission Sets and Other Technical Documentation |
| 2 | Customize and assign PSA – Accounting Connector page layouts. | Setting up Page Layouts |
| 3 | Configure the PSA – Accounting Connector Settings custom setting. | Configuring PSA – Accounting Connector Settings |
| 4 | [Optional] Enable the synchronization of regions, practices, groups, and projects to dimension 1-4 records. | Setting up the Synchronization of Regions, Practices, Groups, and Projects to Dimension 1-4 Records |
| 5 | [Optional] Review the default mappings and customize field-level mappings. | Object and Field Mappings |
| 6 | Create expense type GLA mappings. | Creating Expense Type GLA Mappings |
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