--- title: How do I route projects to different Corfix accounts using Branches? description: Learn how to use Branch Preferences to route Acumatica projects to the correct Corfix account and avoid sync errors. --- [Skip to content](https://knowledge.corfix.com/articles/setup-branch-routing-multiple-accounts#main-content) - [English](https://knowledge.corfix.com/articles/setup-branch-routing-multiple-accounts) - [Español](https://knowledge.corfix.com/es/articles/setup-branch-routing-multiple-accounts) - [Français](https://knowledge.corfix.com/fr/articles/setup-branch-routing-multiple-accounts) - [Português](https://knowledge.corfix.com/pt/articles/setup-branch-routing-multiple-accounts) English Show submenu for translations ![black-logo (1)](https://knowledge.corfix.com/hs-fs/hubfs/black-logo%20(1).png?width=300&height=77&name=black-logo%20(1).png) Open main navigation Close main navigation - - [English](https://knowledge.corfix.com/articles/setup-branch-routing-multiple-accounts) - [Español](https://knowledge.corfix.com/es/articles/setup-branch-routing-multiple-accounts) - [Français](https://knowledge.corfix.com/fr/articles/setup-branch-routing-multiple-accounts) - [Português](https://knowledge.corfix.com/pt/articles/setup-branch-routing-multiple-accounts) English Show submenu for translations Got a question? Search the Corfix Guide! - There are no suggestions because the search field is empty. 1. [Corfix Guide](https://knowledge.corfix.com/articles?hsLang=en) 2. [Integrations](https://knowledge.corfix.com/articles/integrations?hsLang=en) 3. [Acumatica](https://knowledge.corfix.com/articles/integrations?hsLang=en#acumatica) March 13, 2026 # How do I route projects to different Corfix accounts using Branches? ## This article will summarize how to configure Branch settings in Acumatica to ensure your projects are sent to the correct Corfix account. **Note:** If you are managing multiple Corfix accounts (e.g., different physical locations or entities) from a single Acumatica instance, you must define how each **Branch** connects to Corfix. Failing to do this may result in projects being sent to the wrong account by default. --- ### Overview & Explanation In Acumatica, a **Branch** often represents a specific office, region, or division. If your company uses separate Corfix accounts for these different divisions, you must "link" them manually. ### How It Works (Step-by-Step) - **Create a New Corfix Preference for each Branch** For every unique Corfix account you have, you must create a corresponding entry in the **Corfix Preferences** screen. - Navigate to **Corfix Preferences**. - As shown in the configuration screen, you must enter the specific login credentials and API details for that destination account. **Note:** If you want "Branch 1" "Branch 2" and "Branch 3" to all go to different Corfix accounts, you must have a preference saved for each one. - **Assign the Branch to Your Project** Open the **Projects** screen in Acumatica. - Ensure the **Branch** field on the project matches the location you configured in Step 1. - Check the **Export to Corfix** box on the project header.   ***Warning:*** If you uncheck this box later, you will see a warning that the link will be broken. Re-checking it later may create a duplicate project in Corfix. - **Filter by Branch in Prepared Data** When you are ready to sync, go to the **Corfix Prepared Data** screen. - Use the **Branch ID** filter to view only the projects belonging to a specific office (e.g., Milwaukee). - This ensures you are only processing data for the specific account you intend to update. **Understand the "Default" Rule** If you attempt to process a project for a branch that **does not** have its own preference set up, the system will automatically send that data to your **Default Preference** account. Always double-check that a branch-specific preference exists to avoid sending data to the wrong office. ### Use Cases and Benefits - **Regional Management:** Keeps your "Ottawa" project data completely separate from your "Vancouver" data for cleaner reporting. - **Security:** Ensures users in one Corfix account don't see projects belonging to a different business entity. - **Automation:** Once the branch preference is set, the system remembers where to send updates every time you click "Process," saving you from manual data entry. - [New in Corfix](https://knowledge.corfix.com/articles/new-in-corfix?hsLang=en) - [Corfix Academy](https://knowledge.corfix.com/articles/corfix-academy?hsLang=en#main-content) - [Field Operations Training](https://knowledge.corfix.com/articles/corfix-academy?hsLang=en#field-operations-training) - [Supervisor & Foreman Training](https://knowledge.corfix.com/articles/corfix-academy?hsLang=en#supervisor-foreman-training) - [Timekeeping & Attendance Training](https://knowledge.corfix.com/articles/corfix-academy?hsLang=en#timekeeping-attendance-training) - 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