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ERP ⇄ CRM

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

Keep Acumatica and Vitally 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 Vitally

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

Vitally 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 Custom Trait, Account, User, Organization in Vitally with Projects, Opportunities and Cases, Customers, Vendors 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 CS tasks and notes aligned between Vitally and ticketing or project tools.
  • 02 Sync account health scores and lifecycle stages from Vitally into a CRM so sales sees churn risk before renewals.
  • 03 Create sales orders in Acumatica from e-commerce platforms and sync shipment and tracking status back to the storefront.
  • 04 Mirror stock items and quantities to external channels so availability stays accurate across systems.

Common sync patterns

Where Acumatica manages people and org data: keep Vitally aligned

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

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

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

Where Acumatica is the finance system of record: money status on the account

Invoice and payment state from Acumatica shows on the account in Vitally, so reps see balances before promising the next order.

What you can sync between Acumatica and Vitally

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 Vitally objects How this pairing syncs
Payments Customer payment records reconciled against invoices from payment platforms. NPS Response NPS survey responses for account-health reporting. Payments is specific to Acumatica and NPS Response to Vitally — each maps to any object or custom field on the other side.
Journal Transactions GL entries replicated into reporting databases. Custom Trait Custom account and user traits for segmentation. Journal Transactions is specific to Acumatica and Custom Trait to Vitally — each maps to any object or custom field on the other side.
Projects Project cost and billing structures synced with delivery tools. Account Core customer account records with health scores and lifecycle traits; created, updated, retrieved, and listed via the REST API. Projects is specific to Acumatica and Account to Vitally — each maps to any object or custom field on the other side.
Opportunities and Cases Built-in CRM records synced with external sales and support tools. User End users tied to accounts, including activity and custom traits. Opportunities and Cases is specific to Acumatica and User to Vitally — each maps to any object or custom field on the other side.
Customers AR master data synced with CRMs and billing tools. Organization Parent organizations for hierarchical B2B account structures. Customers is specific to Acumatica and Organization to Vitally — each maps to any object or custom field on the other side.
Vendors Supplier records aligned with procurement and AP automation. Task CS tasks and follow-ups, readable and writable for workflow sync. Vendors is specific to Acumatica and Task to Vitally — each maps to any object or custom field on the other side.

How changes propagate between Acumatica and Vitally

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

Vitally Acumatica Sub-second propagation

DetectionVitally notifies Stacksync of record changes through webhook events. Incremental polling on updatedAt cursors.

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

Rate-limit considerations

  • Vitally: Default rate limit of 1,000 requests/min (token bucket); write operations consume more budget, headers expose remaining quota.
What ships with Acumatica ⇄ Vitally

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Acumatica or Vitally 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 Vitally record.

Observability

Monitoring

Track your Acumatica ⇄ Vitally 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 Vitally.

How the Acumatica and Vitally 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

Vitally

Integration surface
REST API with cursor-based pagination (sortable by createdAt/updatedAt)
Authentication
API key via Basic Auth; keys created in Settings -> Integrations -> REST API and individually revocable
Change detection
Incremental polling on updatedAt cursors; playbook-triggered webhooks can push events for near real-time updates
Capabilities
read · write · webhooks
Rate limits
Default rate limit of 1,000 requests/min (token bucket); write operations consume more budget, headers expose remaining quota.
How it works

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

    Choose tables

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

Acumatica and Vitally 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 390 integrations available for Acumatica and Vitally.

Popular · 8 of 390
All Acumatica integrations All Vitally integrations Browse all integrations
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