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Both LogiSense Billing and Salesforce have the concept of parent/child relationships between accounts. This relationship will be honored when accounts are pushed to LogiSense Billing. As part of an account sync any contacts which are marked to sync will also be push to LogiSense Billing as part of that request.
Shared contacts are also supported within the LogiSense Billing for Salesforce app. Any mapped or required fields that change on either an account or contact that has been synced previously with LogiSense Billing will initiate an update request to ensure that both systems have the latest detail.
Only changes made to accounts or contacts within Salesforce will be pushed to LogiSense Billing. There is no syncing of account or contact detail from LogiSense Billing to Salesforce. However billing administrators can at anytime create additional accounts or contacts within LogiSense billing that are not related to those within Salesforce.
Any accounts that will be synced with LogiSense must contain the following settings on the Salesforce end:
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The account must first be synced with LogiSense Billing prior to any opportunities being synced. When an opportunity is pushed to LogiSense Billing it will create an Account Price Plan.
This means that the opportunity push is not creating an order in LogiSense Billing but instead recording the custom pricing this this account. Any orders would be processed outside of the app via the LogiSense Order object or using the customers current ordering system.