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Sage CRM Acumatica Integration

Are you looking for a cost-effective Sage CRM Acumatica integration solution to automatically synchronise company and contact additions or changes, and sales orders between Sage CRM and Acumatica? Or are you looking to include Sage CRM users in workflow processes that start outside of Sage CRM and improve sales team performance?

Codeless Platforms Acumatica Sage CRM integration solution provides organisations with the ability to integrate Sage CRM with Acumatica to automatically read and write data to and from each business system.

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 system integration and business process automation capabilities. BPA Platform provides you with a user-friendly graphical interface, enabling you to map business data into Acumatica and Sage CRM objects to facilitate seamless data integration.

Sage CRM Acumatica Integration Brochure

Sage CRM Acumatica Integration Brochure

Learn how integrating Sage CRM with Acumatica will eradicate repetitive bi-directional data entry, remove the risk of costly errors and improve the visibility of critical data.
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Sage CRM Acumatica Integration Scenarios and Benefits

Acumatica Sage CRM Overview

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

The Acumatica and Sage CRM connector tool allows communication between BPA Platform, Sage CRM and Acumatica. You use the Sage CRM Connector to map BPA Platform data to Sage CRM objects and operations. Operations, including ADD, UPDATE, QUERY, and DELETE, are supported for a variety of business objects, such as Person, Order and Company.

Common Acumatica Sage CRM integration scenarios include:

Integrating Acumatica with Sage CRM can provide you with the ability to automatically synchronise new and existing accounts, contacts, products, price lists, quotes, sales orders and invoices etc.

  • Customer and Accounts: Automatically create and update new and existing accounts and contacts between Sage CRM and your Acumatica ERP system with the associated Sales Representative linked
  • Opportunities and Leads: Automate the synchronisation of CRM Order/Opportunity/Lead into your Acumatica system when it has been created in Sage CRM
  • Quotes: Automate quotes created in Sage CRM with Acumatica sales orders for processing
  • Automatically upload ERP Items to Sage CRM
  • Alerts and notifications: Automatically create an email alert to the relevant account manager for when an account is placed on credit hold within Acumatica and place on hold within Sage CRM
  • Multilevel workflow approvals
  • Allow Sage CRM users to perform stock lookups
  • Automatically schedule follow up activity, including cross-sell and upsell opportunities to relevant sales/account manager
Sage CRM Whitepaper

Commercial benefits of Sage CRM Acumatica integration when using BPA Platform include:

  • Remove repetitive, time-consuming data entry and associated costs
  • Eradicate data entry errors
  • Increase employee productivity and company output
  • Ability to run the entire business without additional administrative support
  • Reduce operational costs
  • Significantly reduce bespoke development times and costs
  • Ability to adapt automated business process quickly to changing business requirements

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.
Download Brochure
Sage CRM Acumatica Integration Brochure

Sage CRM Acumatica Integration Brochure

Learn how integrating Sage CRM with Acumatica will eradicate repetitive bi-directional data entry, remove the risk of costly errors and improve the visibility of critical data.

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