Synchronizing Accounts

The account synchronization action is used to push new accounts from Salesforce to the billing system, as well as update accounts that are already linked.

The synchronization process works as follows:

1. If the account already exists in the billing system (determined by matching the Billing Account ID and Billing Account Number fields on the Salesforce account), the billing cycle, billing category and the primary email address will be updated in Salesforce.
2. If the account does not exist in the billing system, the function will create, link, and synchronize a new billing account. Required values for account creation (such as account category and billing cycle) will be taken from configured defaults.
3. Billing and payment information on the account is updated.

To manually synchronize an account:

1. Open details of the account to link in Salesforce.
2. Select Billing from the quick actions’ menu.
3. An additional dialog box with billing actions will appear (contents and available actions may vary based on the billing system configuration).
4. Click Synchronize Account.