Integration Rule Button

Professional Services CloudERP Cloud

The Integration Rule object is included in Accounting. For a description of the fields and buttons included in Accounting, see Integration Rule Fields.

PSA – Accounting Connector adds a list button to the Integration Rule object to enable you to create integration and ClickLink rules in legacy modeClosed. Here is a description of the button that PSA – Accounting Connector adds to the Integration Rule object.

Button Added to the Integration Rule Object
Button Type Description
Generate Rules for PSA – Accounting Connector List Button

Creates or recreates all ClickLink and integration rules for PSA – Accounting Connector. For more information, see Creating PSA – Accounting Connector Integration and ClickLink Rules in Legacy Mode.

This is not available in enhanced modeClosed.