Acumatica Salesforce Integration

Is your team manually moving data between systems to track sales orders and generate invoices? What if when a sale is created in Salesforce, it updates the order, payment, and inventory values in Acumatica? Our integration is designed to sync custom objects between Salesforce and Acumatica to eliminate manual workflows, improve data accuracy, and provide real-time visibility to business performance.

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Automatically sync any custom object to Acumatica.

Contract Management

Order-to-Cash

Project Accounting

Shorten Sales Cycles

Contract Management

Having to manage subscriptions or recurring billing by hand? There’s a better way. The integration automatically creates contracts in Acumatica for subscriptions attached to Salesforce opportunities.

Order-to-Cash

Eliminate manual processes for capturing customer information, transactional data, and more between your CRM and ERP.

Project Accounting

Keep project overhead costs and profitability numbers in check between Salesforce and Acumatica. With automated workflows, get accurate, real-time data to develop financial reports on the fly. With easy access to customer information, teams can accurately forecast project revenue, smoothly create proposals, and quickly identify new sales opportunities.

Shorten Sales Cycles

Leverage automated workflows to shorten sales cycles and avoid missed renewals, upsells, and cross-sell.

Integrate all your core apps

When systems aren't in sync, siloed, error-prone processes become the norm. Leverage integrations for every business tool to ensure cross-functional teams receive accurate information faster.