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Acumatica Salesforce Integration

Are you looking for an easy-to-use Acumatica Salesforce integration solution to automatically synchronise Salesforce data with your Acumatica ERP system? Or are you looking to improve employee performance and drive company revenue?

Codeless Platforms’ Salesforce and Acumatica integration solution provides you with a simple, straightforward way of reading and updating Salesforce and Acumatica to reduce costs, remove data entry errors, increase employee productivity and improve company performance.

Acumatica Salesforce Integration Brochure

Acumatica Salesforce Integration Brochure

Discover the benefits of integrating Acumatica with Salesforce and automating the transfer of data between them.
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Acumatica Salesforce Integration Features and Benefits

Acumatica and Salesforce connector features

BPA Platform is an iPaaS solution that enables cloud-based, on-premises systems and cloud-to-cloud applications to talk to each other, enabling seamless Acumatica Salesforce integration and business process automation capabilities.

The Salesforce connector tool pack consists of:

  • Salesforce Connector: The Salesforce integration connector is a BPA Platform tool that is used to communicate with the Salesforce API.
  • Salesforce Event Agent: The Salesforce Event Agent is a web service, receiving specific events from Salesforce and writing them to a database.

Common Acumatica integration with Salesforce scenarios include:

  • New and Existing Accounts and Business Partners: Automatically synchronise accounts between Salesforce and Acumatica, including account name, Acumatica customer number, default billing/shipping address, contact information etc.
  • Contacts: Automatically update new and existing contacts between Salesforce and Acumatica with the associated business partner or customer account, including name, owner (if applicable), telephone, email, account name etc.
  • Opportunities: Download opportunities from Salesforce and upload as sales orders to Acumatica
  • Sales Orders: Automatically synchronise sales orders from Acumatica with Salesforce, including order number, date, value, account, owner (if applicable), product, unit price, quantity, subtotal etc.
  • Additonal Users: Inclusion of non-Salesforce or Acumatica users within workflow processes

Salesforce Acumatica integration benefits

  • Removal of repetitive bi-directional data entry tasks
  • Reduced administration errors
  • Improved employee productivity
  • Reduced operational costs
  • Increased visibility of critical business information from Acumatica and Salesforce
  • Reduced company exposure to financial risk

Frequently Asked Questions

BPA Platform enables organisations to integrate systems and applications quickly and easily, whether cloud-to-cloud or on-premises to cloud, and then automate numerous business processes and tasks. It reduces system integration development times and costs, and can support integration with any data source whilst providing the flexibility needed to maintain, configure and adapt data synchronisation, as and when business requirements change.
BPA Platform can integrate with practically any application, business system or data source via ODBC, OLEDB, Web Services or third-party APIs through our extensive range of connectors and solutions.
BPA Platform can be installed in the cloud (iPaaS) or on-premises. Compatible with a wide range of databases for cloud and hybrid integration projects, it is rapid to install and configure, with the ability to easily scale requirements.
A remote data relay system enables seamless connectivity between on-premises and cloud applications and resources, enabling the transfer of data securely within specific BPA instances without using a VPN. The remote data relay uses end-to-end security with double encryption to fully protect data.
The introduction of multi-instance architecture to BPA Platform means that cloud and on-premises deployments can have multiple instances of BPA Platform for various purposes, including development, testing, and live environments. Each of these is charged per instance, per month and billed annually in advance. Tasks numbers are mirrored live to test environments for tasks.
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Acumatica Salesforce Integration Brochure

Acumatica Salesforce Integration Brochure

Discover the benefits of integrating Acumatica with Salesforce and automating the transfer of data between them.

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