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ERP ⇄ AI

Acumatica to Autopilot integration — real-time, two-way sync

Keep Acumatica and Autopilot in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.

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Adopted by fast-scaling companies moving mission-critical data in real time

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Why teams connect Acumatica and Autopilot

Ground Autopilot on the customers, suppliers, items, and transactions that live in Acumatica, and write the classifications, scores, and extracted fields Autopilot produces back onto those records in real time.

An AI system does not keep customers, orders, or invoices the way an ERP does. What it keeps is derived: the vectors and metadata in a store, or the classifications, extracted fields, and generated text a model produces over records it was handed. Acumatica is where those source records actually live, across finance, operations, procurement, and inventory, and that data usually stays behind a strict API with many record types. Whatever Autopilot produces, whether a category, a risk flag, an extracted value, or an embedding, only earns its keep when it lands back on the record in Acumatica where the business is run.

Stacksync connects Smart Segments, Journeys (Triggers), Activities, Contacts in Autopilot with Purchase Orders, Stock Items, Shipments, Payments in Acumatica and keeps the two sides in sync in real time. Purchase Orders, Stock Items, Shipments, Payments from Acumatica replicate into Autopilot continuously, so retrieval, classification, and reasoning run against current ERP records instead of last night's extract, and the fields Autopilot generates sync back onto the matching record in Acumatica. Mapping is field-level, matching is on identifiers you choose, and Stacksync handles the ERP's API limits and schema drift, so there is no extraction pipeline to build or babysit.

Because every AI-side item carries the key of the record it came from, results always resolve to the right customer, supplier, or transaction. Autopilot reasons over the business as it actually is within seconds of a change, and the people running operations act on model output where they already work, without exporting a file or logging into a second system.

Common use cases

  • 01 Add contacts to a Journey from a database event or CRM stage change to start automated onboarding or nurture sequences.
  • 02 Mirror List and Smart Segment membership into a warehouse to power attribution and audience analytics alongside other sources.
  • 03 Two-way sync of customers, orders, and invoices between Acumatica and a CRM so sales sees ERP truth without ERP logins.
  • 04 Create sales orders in Acumatica from e-commerce platforms and sync shipment and tracking status back to the storefront.

Common sync patterns

Derived fields back on the record

Categories, scores, or extracted values produced in Autopilot sync onto the matching record in Acumatica, where operations and finance teams see and act on them without leaving the ERP.

Continuous freshness, no reload

As records are created or corrected in Acumatica, the copy held in Autopilot updates within seconds, so the model side never reasons over stale ERP data.

One consistent identity across both systems

A customer, supplier, item, or transaction in Acumatica maps to the corresponding entry in Autopilot, so every AI result attaches to the right entity on both sides.

What you can sync between Acumatica and Autopilot

Representative objects on each side — any object or custom field can map to any target. Schemas are auto-detected; types are converted between the two systems.

Acumatica objects Autopilot objects How this pairing syncs
Invoices AR and AP billing documents synced for payment tracking and CRM visibility. Contacts Core people records (email, name, custom fields, list and segment membership); upserted two-way as the primary sync object. Invoices is specific to Acumatica and Contacts to Autopilot — each maps to any object or custom field on the other side.
Purchase Orders Procurement documents exchanged with supplier-facing systems. Lists Static contact lists; membership is readable per list and writable by adding or removing contacts. Purchase Orders is specific to Acumatica and Lists to Autopilot — each maps to any object or custom field on the other side.
Stock Items Inventory master data with quantities shared with external sales channels. Custom Fields User-defined contact properties (string, number, date, boolean); discovered so field keys map cleanly to destination columns. Stock Items is specific to Acumatica and Custom Fields to Autopilot — each maps to any object or custom field on the other side.
Shipments Fulfillment documents read to update tracking in storefronts and CRMs. Smart Segments Rule-based dynamic audiences; membership is computed by Autopilot, so it is read-only over the API. Shipments is specific to Acumatica and Smart Segments to Autopilot — each maps to any object or custom field on the other side.
Payments Customer payment records reconciled against invoices from payment platforms. Journeys (Triggers) Automation journeys; a contact can be added to a journey via its trigger endpoint to start automated email or SMS sequences. Payments is specific to Acumatica and Journeys (Triggers) to Autopilot — each maps to any object or custom field on the other side.
Journal Transactions GL entries replicated into reporting databases. Activities Per-contact activity and event history (opens, clicks, journey steps); read-only feed used for engagement reporting. Journal Transactions is specific to Acumatica and Activities to Autopilot — each maps to any object or custom field on the other side.

How changes propagate between Acumatica and Autopilot

Each direction of the sync is driven by what the source system can signal and what the destination accepts — detection, delivery, and expected latency below.

Acumatica Autopilot Sub-second propagation

DetectionAcumatica notifies Stacksync of record changes through webhook events. Push notifications configurable on data changes, plus polling on LastModifiedDateTime fields.

DeliveryEach detected change is written to Autopilot through its API, with automatic retries and rate-limit backoff.

Autopilot Acumatica Interval-based propagation

DetectionStacksync polls Autopilot for changes on an incremental schedule, reading only records changed since the previous pass. No CDC.

DeliveryEach detected change is written to Acumatica through its API, with automatic retries and rate-limit backoff.

Rate-limit considerations

  • Autopilot: The REST API is capped at 100 requests/minute per account; exceeding it returns HTTP 429. Enterprise plans can request a higher limit. Contact writes accept an array for bulk upsert, and list and segment reads paginate via a bookmark cursor.
What ships with Acumatica ⇄ Autopilot

Connect Acumatica and Autopilot for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Acumatica–Autopilot connection.

Real-time

Two-way sync

Changes in Acumatica or Autopilot instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Acumatica or Autopilot data changes, update records, fire webhooks, or kick off sequences without brittle API scripts.

At scale

Event queues

Handle millions of events per minute without losing a single Acumatica or Autopilot record.

Observability

Monitoring

Track your Acumatica ⇄ Autopilot sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Acumatica and Autopilot.

How the Acumatica and Autopilot connectors work

Acumatica

Integration surface
Contract-based REST API (JSON over versioned endpoints), plus SOAP web services and OData access to Generic Inquiries
Authentication
OAuth 2.0 or cookie-based session login with Acumatica credentials
Change detection
Push notifications configurable on data changes, plus polling on LastModifiedDateTime fields
Capabilities
read · write · webhooks

Autopilot

Integration surface
REST API (Autopilot v1); Autopilot rebranded to Ortto in 2021 and the newer Ortto API co-exists with the legacy Autopilot endpoints
Authentication
Per-account API key sent in the autopilotapikey request header (generated in account settings); requests use Content-Type application/json against https://api2.autopilothq.com/v1/
Change detection
No CDC; incremental sync polls the /contacts endpoint with bookmark cursor pagination and updated timestamps. Journey webhook actions can push specific contact events, but there is no general change-subscription webhook, so polling is the reliable path.
Capabilities
read · write
Rate limits
The REST API is capped at 100 requests/minute per account; exceeding it returns HTTP 429. Enterprise plans can request a higher limit. Contact writes accept an array for bulk upsert, and list and segment reads paginate via a bookmark cursor.
Autopilot setup guide
How it works

How to connect Acumatica to Autopilot — three steps, no code

Configure and sync within minutes, no code. Whether you sync 50k or 100M+ records, Stacksync handles the queues, infra, and plumbing. Integrations are non-invasive and need zero setup on your systems.

  1. 01

    Connect your apps

    Authenticate Acumatica and Autopilot with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.

    • OAuth 2.0
    • SSH tunnel
    • VPC peering
    Acumatica connected
    Autopilot connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Acumatica and Autopilot objects to sync — Stacksync auto-detects both schemas, including custom fields where the platform exposes them. Sync to existing tables, or let Stacksync create new ones with ideal data types.

    • Standard objects
    • Custom objects
    • Auto-schema
    objects · Acumatica ⇄ Autopilot
    Customers 12,480
    Sales Orders 8,213
    Invoices 5,902
    Items 1,344
  3. 03

    Map fields

    Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.

    • Auto-map
    • Type casting
    • Transforms
    Acumatica Autopilot
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Acumatica and Autopilot integration FAQ

SECURITY

Security teams trust Stacksync

As a data company, we understand the importance of keeping your data secure. Stacksync is built with security best practices to keep your data safe at every layer, and is DPF-certified for US, EU, UK and CH data transfers.

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SSO & SCIM

Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.

Alerts

Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.

Secure connection options

Securely connects to your systems with:

OAuth 2 SSH Tunnelling SSL certificates IP Whitelisting VPN gateway VPC peering and more

Related integrations

Every pair below is a real-time, two-way sync. Search all 489 integrations available for Acumatica and Autopilot.

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