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  1. Navigate to the LogiSense Integration tab

  2. Click on the Account Extensions button

  3. Click the Add Mapping button

  4. Select the Salesforce Field

  5. Enter the LogiSense Field value

    • Value entered in the 'Column Name' field for the custom field on the Account entity in LogiSense Billing

    • This value cannot have spaces and must start with a lowercase letterĀ (Note: even if the Column Name starts with a Capital in the LogiSense Billing UI, the API name will be created with a lowercase character)

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  6. Continue steps 3-5 above for each field mapping

  7. Click Save