Please note that this feature is only available for company admins.

By default, the integration is configured to only update financial accounts that share the same account type and name on both systems. To configure the integration to create Blueleaf financial accounts that do not exist in PreciseFP yet, follow the steps below.

Open the Blueleaf integration mapper.

Edit the map group for the financial account type you would like to customize.

Enable the option "Create records that can't be matched" and save the changes.

Repeat the process for all map groups that you would like to create new financial accounts.

The integration will now create the financial accounts found in Blueleaf that can't be matched in PreciseFP by account type and account name (or account number if you previously configured it).

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