In an Intacct-integrated Nexonia account, Nexonia users can be synchronized from Intacct Employees. This article provides directions to Administrators on how to sync the Nexonia Manager from the Intacct Supervisor.
For Nexonia users who are synchronized from Intacct Employees, the Nexonia users' managers can be synchronized from the Intacct Employee's Supervisor.
Enabling the Sync of the Nexonia Manager from Intacct
Step 1: In Intacct, set the Supervisor on each Employee.
- The person you select must also be a Nexonia user, or the value will not sync
- It must form in a linear hierarchy or the sync will fail (with an error message):
- ie. if Jane is John's supervisor, and John is Jack's supervisor, then Jack cannot be Jane's supervisor
- A circular hierarchy is possible in Intacct, but not in Nexonia
- One employee at the top of the hierarchy cannot have a supervisor (otherwise it would not be linear)
Step 2: In Nexonia, activate this synchronization from INTACCT* tab >> Integration Setup >> Edit Parameters >> Users >> "Map Nexonia Supervisor (Employee): Intacct Supervisor"
Step 3: Run the configuration sync from within Nexonia at INTACCT* >> Configuration Sync >> Synchronize Now.
Step 4: You'll see the synchronized values in Nexonia at Settings >> Users >> look in the 'Reports To' column, or edit an individual user and look in the "Manager" field.
*May be labelled "Integration" in your environment
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