--- title: "Salesforce and Acumatica two-way sync for equipment…" description: "Connect aftermarket requests and accepted parts quotes to Acumatica order status." canonical: https://www.stacksync.com/use-case/equipment-salesforce-acumatica-two-way-sync last_modified: 2026-09-21 --- Industrial equipment and machinery # Salesforce and Acumatica two-way sync for equipment aftermarket teams > 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 ![Industrial equipment and machinery systems connected through Stacksync two-way sync: Salesforce, NetSuite, Acumatica, PostgreSQL](https://www.stacksync.com/images/industry-heroes/icp-industrial-equipment-machinery-800.webp) Connect aftermarket requests and accepted parts quotes to Acumatica order status. Stacksync fits equipment manufacturers where service and sales share urgent parts requests but still ask order management to reconstruct availability and progress. Preserve the asset and approved part recommendation while keeping commercial acceptance and operational commitment explicit. Two employees can quote the same urgent request, while neither has the complete view of compatibility, accepted order or promised shipment. [Book a demo](https://www.stacksync.com/book-a-demo) Explore your process in a demo, or get our shared two-way sync architecture guide. When this fits ## Built for this operating problem COOs, service directors and IT leaders at US equipment builders with 100–1,000 employees and a mix of manufacturing, distribution and service. ### Unify the request context Keep the service need, asset reference and accepted quote linked across the commercial and order handoff. ### Expose accepted availability and progress Return operational status while distinguishing a requested expedite from a confirmed commitment. ### Preserve technical and financial approval Compatibility and warranty treatment remain separate decisions; transactional actions are scoped to verified operations. The process, end to end ## Follow the work across systems an aftermarket director wants service and account managers to see one accepted parts request tied to the installed machine. Ask to see a duplicate inquiry, an approved kit and a shortage without creating another order or promising an unaccepted expedite. [Salesforce connector](https://www.stacksync.com/connectors/salesforce) [Acumatica connector](https://www.stacksync.com/connectors/acumatica) [Review the integration details ↗](https://www.stacksync.com/integrations/acumatica-and-salesforce) Scope your implementation ## Bring these details to the demo - Representative parts requests with asset and service references. - The approved compatibility and supersession records available to reviewers. - Quote acceptance, order ownership and duplicate-check conventions. Review [current platform pricing](https://www.stacksync.com/pricing) alongside the records, volume, and actions in your process. Use your own operating baseline to evaluate the economics. [Book a demo](https://www.stacksync.com/book-a-demo) Explore your process in a demo, or get our shared two-way sync architecture guide. From foundation to action ## One connected operating process 01 ### [Two-way sync](https://www.stacksync.com/two-way-sync) Keep shared customer, order, and operational records aligned, with clear field ownership. Explore two-way sync 02 ### [Workflows](https://www.stacksync.com/workflow-automation) Move approved work between systems, assign exceptions, and confirm the result. Explore workflows 03 ### [AI agents (Genies)](https://www.stacksync.com/ai-agents) Investigate cross-system questions, assemble the evidence, and prepare the next action. Explore ai agents (genies) 04 ### [EDI](https://www.stacksync.com/edi) Connect trading-partner documents to operational records and exception handling. Explore edi Go deeper ## Implementation guides for your team - [Equipment manufacturers: connect Salesforce configurations to NetSuite orders](https://www.stacksync.com/blog/equipment-manufacturers-salesforce-netsuite-configured-order) Equipment builders can tie a sold machine's accepted option set to its NetSuite order lines and route later option changes for review instead of overwriting the build. - [Equipment manufacturers: connect NetSuite and Postgres machine serial history](https://www.stacksync.com/blog/equipment-manufacturers-netsuite-postgres-machine-serial-history) Keep the manufacturer's serial stable across owner changes and customer asset tags, with a retrofit history that explains the installed configuration. - [Equipment aftermarket: connect Salesforce parts quotes to Acumatica order status](https://www.stacksync.com/blog/equipment-salesforce-acumatica-aftermarket-parts-quotes) When two employees quote the same urgent component, a shared request reference across Salesforce and Acumatica keeps one accepted order and its compatibility evidence. [Explore all industrial equipment and machinery integration and automation guides ↗](https://www.stacksync.com/industry/manufacturing/industrial-equipment-machinery) ## Common evaluation questions ### Does this work for distributor requests? Yes, where distributor, ship-to and installed-asset relationships are explicit. The buying account need not be the machine’s owner. ### What should the first evaluation show? Follow one accepted quote into its order, then repeat the request through another channel and confirm that the existing transaction is recognized. ### What is the business measure? Track time to an accepted parts handoff, duplicate-order review and corrections caused by missing asset or compatibility context. ### Do aftermarket teams begin with two-way sync or with a workflow? Begin with two-way sync between Salesforce and Acumatica so the aftermarket request, approved part recommendation and accepted quote stay linked to the Acumatica parts order, with writes limited to the endpoint entities you verify. Add workflows when a warranty replacement needs the coverage decision and part compatibility matched before anyone prepares a replacement. Genies follow when service wants serial, retrofit and supersession evidence assembled into a review packet. EDI comes last, as a transport for distributor purchase orders with kits and partial shipments, not as two-way sync.