Acumatica Integration with Salesforce

Introduction

Integrating Acumatica with Salesforce creates a powerful ecosystem connecting your CRM and ERP. This guide covers various integration approaches and best practices.

Integration Options

• Native Connectors - Pre-built integration tools
• REST API - Custom integration via APIs
• Middleware - Using tools like MuleSoft, Boomi
• File-Based - CSV import/export

Data Mapping

// Common data synchronization:

Salesforce → Acumatica:
- Account → Customer
- Contact → Contact
- Opportunity → Sales Order
- Lead → Prospect

Acumatica → Salesforce:
- Customer → Account
- Invoice → Invoice (Custom)
- Shipment → Shipment (Custom)

Implementation via REST API

// Acumatica to Salesforce sync example:

1. Authenticate:
   - Salesforce: OAuth 2.0
   - Acumatica: OAuth 2.0

2. Push customer from Acumatica:
   POST /api/data/AR303000
   {
     "CustomerID": { "value": "CUST001" },
     "CustomerName": { "value": "Acme Corp" }
   }

3. Create Salesforce Account:
   POST /services/data/v58.0/sobjects/Account
   {
     "Name": "Acme Corp",
     "AcumaticaID__c": "CUST001"
   }

Best Practices

• Unique Identifiers - Use external IDs for sync
• Bidirectional Sync - Choose direction per object
• Error Handling - Implement retry logic
• Field Mapping - Document all mappings
• Conflict Resolution - Define priority rules
• Testing - Test thoroughly before production

Summary

Salesforce integration with Acumatica provides a unified view of customer data. Choose the integration approach that best fits your requirements.

For more guides, see REST API Integration and E-commerce Integration.