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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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.

Acumatica Salesforce Integration Details

Salesforce

Uses

  • Sales, Marketing and Operations

Category

  • Customer Relationship Management (CRM)

Workflow

  • AP Automation
  • Accounts Receivable
  • Billing
  • Order Management
  • Invoicing

Operations

  • Sync Account
  • Sync Contact
  • Sync Opportunity
  • Sync Opportunity Product
  • Sync Product
  • Create Sales Invoice
  • Sync Invoice Sales Invoice Details
  • Create Sales Order
  • Sync Sales Order Details

Acumatica

Uses

  • Accounting and Finance

Category

  • Enterprise Resource Planning (ERP)

Workflow

  • Accounts Payable
  • Accounts Receivable
  • Billing
  • Contracts
  • General Ledger
  • Invoicing

Operations

  • Create Customer
  • Create Contact
  • Create Sales Order
  • Sync Order Details
  • Create Sales Invoice
  • Create Invoice Details
  • Create Stock/Non-Stock Item
  • Sync Payments & Applications