PSA – Accounting Connector Admin Page

The PSA – Accounting Connector Admin tab enables you to configure custom settings, schedule background executions of PSA – Accounting Connector flows and manage field mappings for each flow.

Note:
  • This page is only available in Lightning Experience.
  • You must be assigned the PSA – Accounting - Administration permission set to access the page and perform the actions.

On this page, you can:

  • Automatically populate the value of the Company field on billing events, expense reports, and miscellaneous adjustments.
  • Enable email and Salesforce notifications for background processes.
  • Configure the settings for each flow.
  • Schedule the background executions of each flow. For more information, see Managing Scheduled Jobs.
  • Define the field-level mappings for each flow. For more information, see Viewing Mappings.

To define the settings:

  1. Open the PSA – Accounting Connector Admin tab.
  2. In the PSA – Accounting Connector Settings section, configure the relevant fields. For more information about the custom setting fields, see PSA – Accounting Connector Administration Fields.
  3. Click Save.

PSA – Accounting Scheduling Actions

This component contains the PSA – Accounting Connector Scheduled Jobs section. You can add the component to any Lightning app page.

If the connector runs in enhanced modeClosed When PSA – Accounting Connector runs in enhanced mode, it uses the improved mechanism introduced starting with Spring 2021. This includes better flow execution performance and a modern user experience. Enhanced mode is enabled when the Run Integration in Enhanced Mode field in the PSA – Accounting Connector Settings custom setting is selected., the Manage Scheduled Jobs action enables you to schedule background executions of flows, view existing scheduled jobs, and delete them. For more information, see Managing Scheduled Jobs.

PSA – Accounting Mapping Actions

This component contains the PSA – Accounting Connector Mappings section. You can add the component to any Lightning app page.

If the connector runs in enhanced modeClosed When PSA – Accounting Connector runs in enhanced mode, it uses the improved mechanism introduced starting with Spring 2021. This includes better flow execution performance and a modern user experience. Enhanced mode is enabled when the Run Integration in Enhanced Mode field in the PSA – Accounting Connector Settings custom setting is selected., you can view and customize mappings, as well as restore them to their default definitions.

The following table details the available actions.

PSA – Accounting Mapping Actions
Action Description
Manage Mappings

Enables you to view and customize the mappings for flows. After selecting a flow, the dedicated page displays in a new Lightning tab. For more information, see the following:

Note:

You can use Feature Console to migrate your custom mappings defined in ClickLink and integration rules. For more information, see Migrating Custom Legacy PSA – Accounting Connector Mappings to Foundations Mappings.
Restore Default Mappings

Restores the field-level mappings to their default definitions.

Warning:

This deletes all your custom mappings. You cannot revert this action.