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Retirement: Legacy Mode in the PSA - Accounting Connector

Legacy mode in the PSA - Accounting Connector is being retired. Customers are required to adopt the enhanced mode. Enhanced mode provides better performance, automations, and an improved user experience. Instructions and video tutorials are available to guide users through the adoption process.

  • Mar 23, 2026
  • Knowledge

Title
Retirement: Legacy Mode in the PSA - Accounting Connector
URL Name
Retirement-Legacy-Mode-in-the-PSA---Accounting-Connector
Retirement Type
Feature
Package Name

PSA - Accounting Connector (PSASRP)

Initial Notification Version
Spring 2025
Retirement Version
Winter 2027
Description

Customers must adopt enhanced mode which introduces better performance, automations, and improved user experience. 

If using legacy mode, follow the steps described in Adopting Enhanced Mode in Certinia Help. Additionally, see PSA – Accounting Connector Video Tutorials for demonstrations of each step.

Additional Notes
IntegrationsProfessional Services CloudCustomer Success CloudServices Resource PlanningFinancial Management Cloud
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Knowledge:Retirement: Legacy Mode in the PSA - Accounting Connector