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ERP ⇄ CRM

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

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

  • SOC 2 and 6 other compliance frameworks
  • POC with real engineers in minutes

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

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Why teams connect Acumatica and Salesforce

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

Salesforce and Acumatica are connected for quote-to-cash alignment: sales works Accounts and Opportunities in Salesforce while orders, invoicing, and inventory live in Acumatica. Syncing the two gives reps order and invoice status inside the CRM and gives finance customer data that matches what sales sold.

Stacksync syncs Products and Price Books, Custom Objects, Accounts, Contacts in Salesforce with Payments, Journal Transactions, Projects, Opportunities and Cases 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 Quote against live Acumatica Stock Item data from Salesforce Opportunities.
  • 02 Route Salesforce Cases with the customer's Acumatica order and invoice history attached.
  • 03 Keep billing addresses consistent between Salesforce Accounts and Acumatica Customers.
  • 04 Sync Accounts, Contacts, and Opportunities bi-directionally with Postgres so engineering teams read and write CRM data with plain SQL.

Common sync patterns

Opportunity to order

a closed-won Salesforce Opportunity creates an Acumatica Sales Order under the matching Customer.

Invoice visibility for sales

Acumatica Invoice status appears on the related Salesforce Account.

Account and contact sync

Salesforce Accounts and Contacts stay matched bidirectionally with Acumatica Customer records.

What you can sync between Acumatica and Salesforce

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 Salesforce objects How this pairing syncs
Opportunities and Cases Built-in CRM records synced with external sales and support tools. Contacts People linked to Accounts; synced two-way with marketing, support, and warehouse person records. Opportunities and Cases is specific to Acumatica and Contacts to Salesforce — each maps to any object or custom field on the other side.
Customers AR master data synced with CRMs and billing tools. Leads Unqualified prospects; often written into Salesforce from enrichment or product-signup pipelines. Customers is specific to Acumatica and Leads to Salesforce — each maps to any object or custom field on the other side.
Vendors Supplier records aligned with procurement and AP automation. Opportunities Deal records with stage and amount; synced to databases for pipeline reporting and to ERPs at close. Vendors is specific to Acumatica and Opportunities to Salesforce — each maps to any object or custom field on the other side.
Sales Orders Order documents created from e-commerce and CRM systems, read back for fulfillment status. Cases Support records; synced with help desk tools or internal databases for escalation workflows. Sales Orders is specific to Acumatica and Cases to Salesforce — each maps to any object or custom field on the other side.
Invoices AR and AP billing documents synced for payment tracking and CRM visibility. Campaigns Marketing membership data; read out for attribution analysis in the warehouse. Invoices is specific to Acumatica and Campaigns to Salesforce — each maps to any object or custom field on the other side.
Purchase Orders Procurement documents exchanged with supplier-facing systems. Tasks and Events Activity records; usually read-only in syncs to feed activity reporting. Purchase Orders is specific to Acumatica and Tasks and Events to Salesforce — each maps to any object or custom field on the other side.

How changes propagate between Acumatica and Salesforce

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

Salesforce Acumatica Sub-second propagation

DetectionChanges in Salesforce are captured at the source via change data capture — no polling loop against its API. Apex triggers are used whenever possible (Salesforce actively notifies Stacksync via an Apex trigger + callout class + remote site setting).

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

Rate-limit considerations

  • Salesforce: Daily API request allocations vary by edition and license count.
What ships with Acumatica ⇄ Salesforce

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Acumatica or Salesforce 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 Salesforce record.

Observability

Monitoring

Track your Acumatica ⇄ Salesforce 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 Salesforce.

How the Acumatica and Salesforce 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

Salesforce

Integration surface
REST, SOAP, and Bulk APIs
Authentication
OAuth login via a Salesforce user (browser-based authorization flow); requires "API Enabled" permission for polling mode, plus "Author Apex" and "Customize Application" OR "Modify All Data" for trigger mode
Change detection
Apex triggers are used whenever possible (Salesforce actively notifies Stacksync via an Apex trigger + callout class + remote site setting)
Capabilities
read · write · CDC
Rate limits
Daily API request allocations vary by edition and license count.
Salesforce setup guide
How it works

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

    Choose tables

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

Acumatica and Salesforce 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
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 547 integrations available for Acumatica and Salesforce.

Popular · 7 of 547
All Acumatica integrations All Salesforce integrations Browse all integrations
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