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ERP ⇄ CRM

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

Keep Acumatica and DealCloud 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 DealCloud

Close the gap between front office and back office: DealCloud and Acumatica share customers and status in real time, in both directions.

DealCloud holds the customer relationship; Acumatica runs the operations and records behind the business. The two overlap wherever the same organizations and transactions matter to both, and when that overlap is bridged by re-keying or overnight batch, each side spends the day working from stale data.

Stacksync syncs Deal, Company, Contact, Fund in DealCloud with Stock Items, Shipments, Payments, Journal Transactions in Acumatica field by field, in real time, and in both directions. You decide which system owns which fields; Stacksync keeps every copy consistent and resolves conflicts by rules you set.

Common use cases

  • 01 Keep DealCloud contacts and relationships in sync with an enrichment or email platform to maintain accurate firm-wide relationship intelligence.
  • 02 Mirror DealCloud activities and tasks into an operational database to power internal dashboards without hitting the API on every read.
  • 03 Replicate journal transactions and financial data into a SQL database for reporting and consolidation.
  • 04 Sync vendor bills from AP automation tools into Acumatica for approval and payment.

Common sync patterns

One customer master

Where both systems keep customer or organization records, corrections in either propagate to the other, ending dual maintenance.

Where Acumatica manages people and org data: keep DealCloud aligned

Owners, territories, and org structure informed by Acumatica stay current in DealCloud.

Where Acumatica handles order-to-cash: closed-won flows through

A deal won in DealCloud creates or updates the customer in Acumatica with clean data, so fulfillment and invoicing start without re-entry.

What you can sync between Acumatica and DealCloud

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 DealCloud objects How this pairing syncs
Purchase Orders Procurement documents exchanged with supplier-facing systems. Activity Synced with incremental and full sync. Purchase Orders is specific to Acumatica and Activity to DealCloud — each maps to any object or custom field on the other side.
Stock Items Inventory master data with quantities shared with external sales channels. Task Synced with incremental and full sync. Stock Items is specific to Acumatica and Task to DealCloud — each maps to any object or custom field on the other side.
Shipments Fulfillment documents read to update tracking in storefronts and CRMs. User Synced with incremental and full sync. Shipments is specific to Acumatica and User to DealCloud — each maps to any object or custom field on the other side.
Payments Customer payment records reconciled against invoices from payment platforms. Deal Synced with incremental and full sync. Payments is specific to Acumatica and Deal to DealCloud — each maps to any object or custom field on the other side.
Journal Transactions GL entries replicated into reporting databases. Company Synced with incremental and full sync. Journal Transactions is specific to Acumatica and Company to DealCloud — each maps to any object or custom field on the other side.
Projects Project cost and billing structures synced with delivery tools. Contact Synced with incremental and full sync. Projects is specific to Acumatica and Contact to DealCloud — each maps to any object or custom field on the other side.

How changes propagate between Acumatica and DealCloud

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 DealCloud 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 DealCloud through its API, with automatic retries and rate-limit backoff.

DealCloud Acumatica Interval-based propagation

DetectionStacksync polls DealCloud for changes on an incremental schedule, reading only records changed since the previous pass. Incremental via each entry's last-modified timestamp.

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

Rate-limit considerations

  • DealCloud: API request limits apply per firm tenant; Stacksync manages throttling and retries automatically.
What ships with Acumatica ⇄ DealCloud

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Acumatica or DealCloud 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 DealCloud record.

Observability

Monitoring

Track your Acumatica ⇄ DealCloud 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 DealCloud.

How the Acumatica and DealCloud 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

DealCloud

Integration surface
REST API (DealCloud Data API v2)
Authentication
OAuth 2.0 client-credentials; a DealCloud administrator generates a client ID and secret in the DealCloud admin API settings and grants Stacksync the required scopes
Change detection
Incremental via each entry's last-modified timestamp; DealCloud has no universal native change-data-capture, so Stacksync polls modified rows on an interval
Capabilities
read · write
Rate limits
API request limits apply per firm tenant; Stacksync manages throttling and retries automatically.
How it works

How to connect Acumatica to DealCloud — 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 DealCloud 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
    DealCloud connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Acumatica and DealCloud 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 ⇄ DealCloud
    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 DealCloud
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Acumatica and DealCloud 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.

Learn more about security
SOC 2 Type II
ISO 27001
HIPAA BAA
GDPR
CCPA
CSA STAR
DPF US-EU-UK-CH
→ SECURITY WITH BENEFITS

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 392 integrations available for Acumatica and DealCloud.

Popular · 8 of 392
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