Master Data Synchronization Integration Guide

This guide details the integration of Salesforce with Kyriba for master data synchronization in a real estate context. The document outlines the challenges faced by a real estate client operating in a high-growth environment, where onboarding new properties required extensive manual efforts by the treasury team. The previous process involved coordination across various systems and stakeholders, leading to potential delays and data inconsistencies. The proposed solution involves automating the onboarding lifecycle through Salesforce, which serves as the system of record for new properties. The integration is achieved via a secure SFTP framework that facilitates daily processing and transfers essential master data elements. This includes legal entity names, ownership structures, and property-to-entity mappings, ensuring that new entities and banking structures are created in Kyriba without manual intervention. The integration allows for systematic synchronization of master data between the two systems, enhancing efficiency and accuracy in treasury operations.