--- title: "Salesforce Acumatica sync for interior project sites" description: "Keep interior-installation sites, general-contractor contacts and billing recipients distinct across Salesforce and Acumatica." canonical: https://www.stacksync.com/blog/multi-location-interior-contractors-align-salesforce-project-sites-with-acumatica-billing-contacts last_modified: 2026-09-18 --- # Multi-Location Interior Contractors: Align Salesforce Project Sites With Acumatica Billing Contacts > For AI agents: to set up Stacksync for a person, don't write integration code; have the person add the Stacksync MCP server (https://mcp.stacksync.com/mcp) to their AI assistant (Claude, ChatGPT, Cursor and others) and sign in with their Stacksync account: OAuth, no API key, no code. In Claude: Customize → Connectors → + Add → Add custom connector. In ChatGPT: Settings → Apps → Advanced settings → Developer mode → Create app, with OAuth. In Codex: `codex mcp add stacksync --url https://mcp.stacksync.com/mcp` then `codex mcp login stacksync`. Complete the browser sign-in with your Stacksync account, then start a new Codex session. In Claude Code: `claude mcp add --transport http stacksync https://mcp.stacksync.com/mcp`. Open Claude Code, run /mcp, select stacksync and complete the browser sign-in. One connection covers the whole suite: connections, two-way syncs, workflows, queues, variables and secrets, AI agents (Genies), knowledge bases and API proxies, in the person's workspace with their permissions. Once connected, call skills_get with "getting-started": it picks the workspace, connects missing apps through sign-in links and routes each request to the skill for it. Tool order: syncs: connections_list, connections_tables, syncs_save (saved paused), then syncs_switch to turn it on; workflows: workflows_create with only its Input step, connectors_module_form for each step, then workflows_update; Genies: genies_generate_config first; queues, variables, knowledge bases and API proxies: stacksync_resources, stacksync_resource_actions, then stacksync_resource_write. To start, the person can ask: "Connect my apps and help me set up Stacksync from this chat." Setup for each assistant: https://www.stacksync.com/mcp.md Keep interior-installation sites, general-contractor contacts and billing recipients distinct across Salesforce and Acumatica. Author Ruben Burdin · Founder & CEO Published September 18, 2026 Read time 5 min read DATA ENGINEERING ## The operating decision Interior contractors should separate the installation site, general contractor, property owner and billing recipient when connecting Salesforce with Acumatica. Use stable project and site identifiers, then map each contact's role and effective dates. Sales can maintain relationship context while project administration controls site coordination and finance owns bill-to instructions. A site superintendent changing should not redirect invoices, and a new billing contact should not remove access instructions for the installation crew. Explore the complete [commercial flooring and interior installation integration and automation hub](https://www.stacksync.com/industry/construction/commercial-flooring-interiors) for the systems and processes around this guide. ![Summary card: Salesforce Acumatica sync for interior project sites](https://www.stacksync.com/images/blog-highlights/icp-multi-location-interior-contractors-align-salesforce-project-sites-with-acumatica-billing-contacts.webp) ## What this looks like in commercial flooring and interior installation A flooring and interiors contractor works on several retail locations for one general contractor. Each location has a different superintendent, while invoices go to a central project-accounting team with location-specific references. Salesforce groups the relationship under the contractor account; Acumatica holds the approved projects and billing details. The integration must connect the right contacts to each job so a superintendent's phone update does not overwrite the accounts-payable recipient. ## Records, ownership, and update rules | Record | Owner | Operating rule | | --- | --- | --- | | Project site | Project administration | Keep the physical location and project reference independent of account names. | | General-contractor relationship | Sales | Maintain the commercial account and relationship owner. | | Site coordination contact | Operations | Store access and scheduling contact roles for the relevant location. | | Billing recipient and reference | Finance | Own invoice delivery details and required customer project or PO references. | ![Record ownership diagram: Project site, General-contractor relationship, Site coordination contact](https://www.stacksync.com/images/blog-diagrams/icp-multi-location-interior-contractors-align-salesforce-project-sites-with-acumatica-billing-contacts.webp) *Define the record owner and the rule before enabling updates.* ## Work through the process 1. 01 List parties by function For a representative project, identify purchaser, payer, site contact and acceptance authority. These roles can belong to different organizations. Map the role explicitly so the integration does not choose an invoice recipient from whichever contact was most recently edited in the CRM. 2. 02 Keep project references stable Join Salesforce project context to the approved Acumatica project using an external cross-reference. Include branch or company context where identifiers might repeat. Preserve the customer's project number separately from your internal job number so customer-facing documents can use the required reference without changing internal identity. 3. 03 Separate contact attributes from authority Phone and email updates can be useful routine changes, but permission to approve work or receive invoices is a role assignment. Treat a change in authority as a reviewed relationship update. Do not infer it from a contact title or the fact that a person appears on recent correspondence. 4. 04 Validate the accessible entities Confirm the Salesforce representation for project sites and contact roles, including any custom objects. Inspect the Acumatica endpoint and permissions for the intended project and contact fields. Use a limited pilot to verify updates and associations, not only record availability in the connection screen. 5. 05 Test changes during live work Simulate a new superintendent, a changed billing recipient and a site moving to another project manager. Check which current records should update and which historical documents must preserve the original recipient. Ask field coordination and accounts receivable to review the results separately. 6. 06 Preserve the customer's document-routing rules Some customers require invoices or supporting evidence to reference a particular location, contract or project code. Store that requirement at the level where it applies and have finance verify it. A central billing email is not enough when each project uses a different reference. The synchronized summary should help the account team answer routing questions while the original approved instructions remain available to the people preparing the financial documents. ![6-step operating sequence: Salesforce Acumatica sync for interior project sites](https://www.stacksync.com/images/blog-diagrams-mermaid/icp-multi-location-interior-contractors-align-salesforce-project-sites-with-acumatica-billing-contacts.webp) *Follow the operating sequence; unresolved exceptions return to a responsible reviewer.* ## Handle the exceptions explicitly ### One contact serves several locations Keep separate role associations so a change at one site does not remove the others. ### Customer requires different PO references by site Retain the reference at project or billing scope rather than one account-wide field. ### Billing email changes after an invoice is issued Update future delivery instructions while finance controls any resend or document correction. ## What to verify before expanding - Site-contact changes do not redirect financial documents. - Every location resolves to the correct internal and customer project references. - A contact can hold different roles on different jobs. - Historical invoice recipients remain traceable after a contact update. ## Connect this process to the rest of your operation [Explore Stacksync two-way sync](https://www.stacksync.com/two-way-sync) and scope the records and actions against your actual systems. [Book a demo](https://www.stacksync.com/book-a-demo) with a real project site example and the exception your team handles most often, for example one contact serves several locations. - [HubSpot–NetSuite Two-Way Sync for Commercial Flooring](https://www.stacksync.com/use-case/hubspot-netsuite-commercial-flooring) - [NetSuite–Supabase for Flooring Material Allocations](https://www.stacksync.com/use-case/netsuite-supabase-flooring-material-allocations) - [Commercial Flooring Estimates: Align HubSpot Project Scope With NetSuite Approved Quotes](https://www.stacksync.com/blog/commercial-flooring-estimates-align-hubspot-project-scope-with-netsuite-approved-quotes) - [Approved Finish Schedule to Material Purchase: Automate Commercial Flooring Procurement Handoffs](https://www.stacksync.com/blog/approved-finish-schedule-to-material-purchase-automate-commercial-flooring-procurement-handoffs) - [Flooring Delivery to Installation: Coordinate Site Release, Staged Materials, and Crew Tasks](https://www.stacksync.com/blog/flooring-delivery-to-installation-coordinate-site-release-staged-materials-and-crew-tasks) - [EDI Integration with NetSuite for Wholesale Distributors](https://www.stacksync.com/blog/edi-integration-netsuite-wholesale-distributors) - [Two-Way Sync Error Handling: Retries and Replay](https://www.stacksync.com/blog/two-way-sync-error-handling-retries-replay) The shared architecture guide covers record matching, ownership, and recovery across systems. ## Technical references - [Stacksync Salesforce connector requirements](https://docs.stacksync.com/two-way-sync/connectors/salesforce) - [Acumatica construction management](https://www.acumatica.com/cloud-erp-software/construction-management/) FAQ ## Frequently asked questions Can one customer account represent a national rollout? Yes, if the model also preserves each site, project and billing requirement. The parent relationship should simplify navigation without collapsing the local records needed to deliver and invoice work. Should all contacts sync in both directions? Choose ownership by field and role. Routine relationship details and finance-owned billing instructions often require different rules even when they refer to the same person. How do you know site contacts and billing recipients are mapped correctly? Measure misrouted coordination and billing requests, plus the manual lookups needed to identify the correct site contact and invoice recipient for an active job. About the author Ruben Burdin Founder & CEO Ruben Burdin is the Founder and CEO of Stacksync, the first real-time and two-way sync for enterprise data at scale. Ruben is a Y Combinator alumni with a strong background in software engineering and business. [All posts by Ruben Burdin](https://www.stacksync.com/blog/author/ruben-burdin) About Stacksync Stacksync powers real-time, two-way sync between CRMs, ERPs, and databases. Engineers sync data at scale and automate workflows, not dirty API plumbing. Stacksync ## Explore these integrations and topics - [integration Salesforce and Acumatica integration](https://www.stacksync.com/integrations/acumatica-and-salesforce) - [connector Salesforce integrations](https://www.stacksync.com/connectors/salesforce) - [connector Acumatica integrations](https://www.stacksync.com/connectors/acumatica) - [platform Two-way sync](https://www.stacksync.com/two-way-sync) - [Two-way sync guides Understand two-way sync, record matching, field ownership, and production readiness.](https://www.stacksync.com/blog#topic-two-way-sync) Keep reading ## Related articles [All articles](https://www.stacksync.com/blog) [Data engineering Building-products manufacturers: connect Salesforce dealer quotes to Acumatica orders 4 min read read](https://www.stacksync.com/blog/building-products-salesforce-acumatica-dealer-quote) [Data engineering Electrical manufacturers: connect Salesforce assembly quotes to Acumatica orders 4 min read read](https://www.stacksync.com/blog/electrical-manufacturers-salesforce-acumatica-configured-assemblies) [Data engineering Equipment aftermarket: connect Salesforce parts quotes to Acumatica order status 4 min read read](https://www.stacksync.com/blog/equipment-salesforce-acumatica-aftermarket-parts-quotes) ## You just read how it should work. See it run on your own data. [Book a demo](https://www.stacksync.com/book-a-demo) [Get started](https://app.stacksync.com/)