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SugarCRM Acumatica Integration

Are you looking for a cost-effective SugarCRM Acumatica integration solution to include SugarCRM users in workflow processes that start outside of SugarCRM? Or are you looking to improve sales team performance and drive company revenue?

Codeless Platforms' Acumatica SugarCRM integration solution for Sugar Professional and Enterprise editions provides organisations with the ability to integrate Acumatica with SugarCRM to automatically read and write data to and from each business system.

BPA Platform is an iPaaS Platform 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 Sugar CRM objects to facilitate seamless data integration.

Acumatica SugarCRM Integration Brochure

Acumatica SugarCRM Integration Brochure

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

Acumatica SugarCRM Integration Overview

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

The Acumatica and SugarCRM connector tool allows communication between BPA Platform, SugarCRM and Acumatica. This enables efficient integration between Acumatica, SugarCRM and your other business systems, via BPA Platform.

Common Acumatica SugarCRM integration scenarios include:

Integrating Acumatica with SugarCRM 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 Supplier Accounts: Automatically create and update new and existing accounts and contacts between SugarCRM 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 SugarCRM
  • Quotes: Automate quotes created in SugarCRM with Acumatica sales orders for processing (Sugar Professional and Enterprise editions)
  • Invoices: Once the Sales Order status is complete, Acumatica creates and posts an Accounts Receivable (AR) Invoice. BPA Platform then automatically updates the Opportunity in SugarCRM by changing the Quote Lines to Purchased Line Items
  • Product Synchronisation: When an Item is created or updated in Acumatica, BPA Platform automatically creates or updates the Product Catalog in SugarCRM
  • Alerts and notifications: Automatically create an email alert to the relevant account manager for when an account is placed on credit hold within an accounting/ERP system and place on hold within SugarCRM
  • Multilevel workflow approvals
  • Allow SugarCRM users to perform stock lookups
  • Automatically schedule follow up activity, including cross-sell and upsell opportunities to relevant sales/account manager

Commercial benefits of SugarCRM 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
Acumatica SugarCRM Integration Brochure

Acumatica SugarCRM Integration Brochure

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

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