--- title: "Salesforce and Acumatica two-way sync for metal fabricators" description: "Connect accepted fabrication quotes to ERP orders and return the job-readiness information sales needs." canonical: https://www.stacksync.com/use-case/metal-fabrication-salesforce-acumatica-two-way-sync last_modified: 2026-09-21 --- Metal fabrication and machining # Salesforce and Acumatica two-way sync for metal fabricators > 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 ![Metal fabrication and machining systems connected through Stacksync two-way sync: Salesforce, Acumatica, NetSuite, PostgreSQL, Dynamics 365 F&O, SQL Server](https://www.stacksync.com/images/industry-heroes/icp-metal-fabrication-machining-800.webp) Connect accepted fabrication quotes to ERP orders and return the job-readiness information sales needs. Stacksync fits teams that repeatedly copy customer, quote-revision and order-status details between Salesforce and Acumatica. Scope the first connection around a reviewed quote-to-order handoff, with explicit ownership for engineering, credit and production decisions. Estimators and account managers keep asking whether the quote they sold is the same revision the shop is preparing to run. [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 Operations leaders, production planners and IT teams at US metal fabricators and machine shops with 100–1,000 employees. ### Make the accepted scope visible Keep the selected quantity break, part and drawing reference connected to the order so sales and operations can discuss the same commitment. ### Return readiness with its blockers Show the accepted order state and unresolved conditions without treating a closed-won opportunity as production release. ### Keep changes accountable Route revised scope to its owner and preserve the accepted version. Exact ERP create and update operations are validated during scoping. The process, end to end ## Follow the work across systems a fabricator serves repeat OEM customers but still checks each new PO against quantity breaks and drawing revisions manually. The buyer should ask to see one approved quote, one changed drawing and the operational status returned to sales before expanding the connection. [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 - A representative quote with multiple quantity breaks and an accepted customer PO. - The approved customer, part and drawing references used by order management. - Owners for requested dates, engineering approval and production release. 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 - [Metal fabrication: connect Salesforce quotes to Acumatica job-ready orders](https://www.stacksync.com/blog/metal-fabrication-salesforce-acumatica-quote-job-handoff) A fabricator's Salesforce win should reach Acumatica as one order line carrying the chosen quantity break and drawing revision, with job readiness reported back separately. - [Machine shops: connect NetSuite and Postgres outside-processing status](https://www.stacksync.com/blog/metal-machining-netsuite-postgres-outside-processing-status) Machine shops that track coating and plating batches in Postgres can keep NetSuite order context attached to each sent, returned and inspected quantity. - [Metal fabrication: link Dynamics order demand and material certificates in SQL Server](https://www.stacksync.com/blog/metal-fabrication-dynamics-sql-server-material-certificate-links) A material-evidence view tells planners which received heat each certificate covers and which order demand uses it, so a file on record never stands in for a quality decision. [Explore all metal fabrication and machining integration and automation guides ↗](https://www.stacksync.com/industry/manufacturing/metal-fabrication-machining) ## Common evaluation questions ### Who is this for? Metal fabricators and machine shops with repeat order volume, Salesforce-based sales and an Acumatica order process that still needs manual reconciliation. ### What happens when the customer PO picks a different quantity break than the one sales closed? The order should not inherit whichever number appeared last. Two-way sync keeps the quantity the customer’s PO selected, the quote revision it came from and the price basis attached to the Acumatica handoff, and records the gap for estimating rather than choosing a value. Nobody prorates the quoted price on the shop’s behalf. Sales sees the open condition in Salesforce with its owner, and the order stays unreleased until estimating confirms the pricing and schedule effects. ### How should value be assessed? Compare handoff preparation time, status-checking effort and scope corrections after acceptance. Use the shop’s own baseline rather than assuming a standard savings percentage. ### Which Stacksync product should a fabricator start with for the quote-to-order handoff? Start with two-way sync between Salesforce and Acumatica so the accepted quote option, drawing revision and order line share one identity and readiness flows back to sales. Add workflows when a customer sends a new drawing against a released job and engineering, planning and the commercial owner need a routed decision. Genies come next, to assemble RFQ emails and drawings into an estimating packet before a quote exists. EDI is last, for customer PO lines and releases that must keep their drawing revision before they reach Acumatica.