--- title: "HubSpot Acumatica sync for solar project customer handoffs" description: "Connect solar sales opportunities to approved Acumatica project customers without losing site, payer or scope identity." canonical: https://www.stacksync.com/blog/solar-installer-customer-handoffs-align-hubspot-opportunities-with-acumatica-project-accounts last_modified: 2026-09-18 --- # Solar Installer Customer Handoffs: Align HubSpot Opportunities With Acumatica Project Accounts > 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 Connect solar sales opportunities to approved Acumatica project customers without losing site, payer or scope identity. Author Ruben Burdin · Founder & CEO Published September 18, 2026 Read time 5 min read DATA ENGINEERING ## The operating decision Solar installation companies should align HubSpot opportunities with approved Acumatica customers and projects through stable external references. Keep the sales relationship, property or site, legal customer and project distinct. HubSpot can supply approved commercial context and receive project status, while finance and project administration own customer setup and project accounting. Validate the Acumatica entities and operations actually exposed in your environment before enabling automatic project or financial changes. Explore the complete [solar installation and O&M services integration and automation hub](https://www.stacksync.com/industry/construction/solar-installation-service) for the systems and processes around this guide. ![Summary card: HubSpot Acumatica sync for solar project customer handoffs](https://www.stacksync.com/images/blog-highlights/icp-solar-installer-customer-handoffs-align-hubspot-opportunities-with-acumatica-project-accounts.webp) ## What this looks like in solar installation and O&M services A commercial solar installer wins a project through a property manager, but the project customer is a separate ownership entity. Sales has the site and main contact in HubSpot; finance needs the approved payer and project information in Acumatica. The customer later changes the installation scope. If the deal is copied as an undifferentiated customer record, the project team loses the distinction between sales contact, site owner and the entity responsible for the agreement. ## Records, ownership, and update rules | Record | Owner | Operating rule | | --- | --- | --- | | HubSpot opportunity | Sales operations | Track commercial stage and the approved scope reference. | | Site and property relationship | Project administration | Maintain the physical project location separately from the payer. | | Acumatica customer | Finance | Own approved legal identity and billing terms. | | Project cross-reference | Integration and project owners | Join the originating opportunity to the approved project and revision. | ![Record ownership diagram: HubSpot opportunity, Site and property relationship, Acumatica customer](https://www.stacksync.com/images/blog-diagrams/icp-solar-installer-customer-handoffs-align-hubspot-opportunities-with-acumatica-project-accounts.webp) *Define the record owner and the rule before enabling updates.* ## Work through the process 1. 01 Identify the approved handoff event Define what makes the opportunity eligible for project setup. A salesperson's stage change may be one signal, but the handoff can also require accepted scope, verified customer identity and internal review. Make these prerequisites visible before the workflow acts on the synchronized record. 2. 02 Map parties and location separately Record who owns the site, who coordinates the installation and who signs or pays under the agreement. Preserve those roles in the mapping. An updated property-manager contact should not replace the approved legal customer or change the project billing relationship. 3. 03 Carry the accepted scope version Send the reference and agreed commercial fields for the approved revision. Keep later proposal edits separate so project administration can review changes deliberately. Returning project status to sales is useful, but it should not allow a forecast adjustment to alter an already accepted project amount. 4. 04 Verify system representation Confirm the HubSpot objects and associations used for site and opportunity context, including any plan-specific custom objects. Review Acumatica endpoint fields, permissions and the intended project actions. Use supported reads and writes only, with a review task for any action not yet verified. 5. 05 Reconcile changes after setup Test a corrected customer, a second project at the same site and a scope change after the project exists. Keep the original opportunity-to-project link and route changes as revisions. Record destination identifiers so a retried setup event cannot create another project. 6. 06 Return the handoff status sales can act on Use separate states for awaiting customer setup, project created and commercial revision pending. A single synced flag tells the salesperson little about why the project team has not started. Include the destination reference and the next decision owner so account management can answer the customer accurately. Keep technical project detail in its owning workspace while exposing the specific administrative blocker that sales can help resolve. ![6-step operating sequence: HubSpot Acumatica sync for solar project customer handoffs](https://www.stacksync.com/images/blog-diagrams-mermaid/icp-solar-installer-customer-handoffs-align-hubspot-opportunities-with-acumatica-project-accounts.webp) *Follow the operating sequence; unresolved exceptions return to a responsible reviewer.* ## Handle the exceptions explicitly ### Property manager is not the legal customer Preserve the relationship contact and request finance approval for the actual project customer. ### One opportunity covers several installations Create explicit project relationships rather than forcing all sites into one record. ### Deal amount changes after acceptance Keep the accepted amount and route the new value for commercial revision review. ## What to verify before expanding - Each project resolves to an approved customer and physical site. - Retries reuse the established project cross-reference. - Sales forecast edits cannot overwrite accepted project scope. - A repeat installation at the same site remains a distinct project. ## 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 hubSpot opportunity example and the exception your team handles most often, for example property manager is not the legal customer. - [HubSpot–Acumatica Two-Way Sync for Solar Installers](https://www.stacksync.com/use-case/hubspot-acumatica-solar-installers) - [Salesforce–NetSuite for Solar Installation and O&M](https://www.stacksync.com/use-case/salesforce-netsuite-solar-om) - [Solar Fleet Ownership Changes: Align Salesforce Asset Owners With NetSuite Billing Customers](https://www.stacksync.com/blog/solar-fleet-ownership-changes-align-salesforce-asset-owners-with-netsuite-billing-customers) - [Solar Customer Portals: Connect HubSpot Milestones With Supabase Customer Access](https://www.stacksync.com/blog/solar-customer-portals-connect-hubspot-milestones-with-supabase-customer-access) - [Solar Project Change Orders: Route Equipment Swaps Through Approval and Revised Billing](https://www.stacksync.com/blog/solar-project-change-orders-route-equipment-swaps-through-approval-and-revised-billing) - [Qualify and Route Commercial Solar Inquiries in HubSpot](https://www.stacksync.com/blog/qualify-and-route-commercial-solar-inquiries-in-hubspot) - [Distinguish Solar End Customers from Installation Partners](https://www.stacksync.com/blog/distinguish-solar-end-customers-from-installation-partners) The shared architecture guide covers record matching, ownership, and recovery across systems. ## Technical references - [Stacksync HubSpot connector and object support](https://docs.stacksync.com/two-way-sync/connectors/hubspot) - [Acumatica construction management](https://www.acumatica.com/cloud-erp-software/construction-management/) FAQ ## Frequently asked questions Can sales keep working in HubSpot after the project starts? Yes. Return the project status and references needed for customer conversations, while project and finance teams retain ownership of their operational records. Does the integration decide who legally owns the project? No. The business must verify the relevant parties and agreement relationships. The integration preserves those approved decisions across systems. What makes a useful solar handoff pilot? Use a project where the sales contact differs from the payer and where scope changes after acceptance. Those cases test the relationship and revision controls that matter in practice. 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 HubSpot and Acumatica integration](https://www.stacksync.com/integrations/acumatica-and-hubspot) - [connector HubSpot integrations](https://www.stacksync.com/connectors/hubspot) - [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 Commercial Fencing Accounts: Align HubSpot Site Contacts With Acumatica Customer and Project Records 5 min read read](https://www.stacksync.com/blog/commercial-fencing-accounts-align-hubspot-site-contacts-with-acumatica-customer-and-project-records) [Data engineering HubSpot–Acumatica for Construction Services: Customers, Projects, and Invoice Status 4 min read read](https://www.stacksync.com/blog/hubspot-acumatica-for-construction-services-customers-projects-and-invoice-status) [Data engineering Inspection and Monitoring Contracts: Align HubSpot Renewal Status With Acumatica Billing Accounts 5 min read read](https://www.stacksync.com/blog/inspection-and-monitoring-contracts-align-hubspot-renewal-status-with-acumatica-billing-accounts) ## You just read how it should work. 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