Default PSA – Accounting Connector ClickLink Rules (Legacy Mode)

The related pages describe the default ClickLink rule records added by PSA – Accounting Connector.

Note:

ClickLink rules are only used in legacy mode When PSA – Accounting Connector runs in legacy mode, it uses the older mechanism that was 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 PSA – Accounting Connector Settings custom setting is deselected.. In enhanced mode 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., PSA – Accounting Connector uses Foundations mappings. For more information, see Object and Field Mappings.

The ClickLink Rule object is included in ClickLink. For more information about all of the available fields, see Rule Fields.