Powerful Integration Solutions For Acumatica

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Complete Integration Solutions

Ecommerce Integrations

No matter you have a B2C store or B2B platform, it is important that you ensure data consistency across your systems. Issues such as inaccurate and inconsistent data on systems can bring down the customer experience and impact your sales and profits. SaaS Integrator connects your ERP and Ecommerce module by module and data field by data field.

The automation of the simple processes of your business, including inventory, order processing, customers, invoices and payments, and finance, helps you achieve organisational efficiency. You can process your orders with breakneck efficiency, get greater customer visibility, avoid “out-of-stock” issues with excellent inventory management, and more. This can improve the customer experience and contribute to the long-term success of your business.

The integration also helps you get specific insights about your customers, make accurate sales forecast, strategise market interventions, and ensure maximum sales and conversion. The integration also allows you to offer customer self-service portals that allow your customers to track their orders, request for returns, manage addresses, download invoices, and more.

CRM Integrations

Custom Acumatica CRM integration enables you to manage all your customer data and campaigns from a unified environment. This avoids the issues of miscommunication and customer conflicts that can lead to strained customer relationships and lower satisfaction. You get end-to-end visibility of your sales pipelines and get insights into what leads to drop outs.

This allows you to create strategic plans specific to customers and maximise sales and conversion. Not only do the custom Acumatica CRM integrations help the sales and marketing teams, but they also simplify the jobs of your service teams as you can access warranty details, service agreements, and other customer data to provide quick resolutions to customer concerns.

All these positively contribute to your relationship with customers and reflect in the growth prospects of your business.

POS Integrations

If you have a brick-and-mortar store and want to unify your Ecommerce operations, our custom Acumatica POS integration solutions could be your choice. The Acumatica API integration enables you to manage your inventory, accounting related to orders, and returns management processes together. You will also get accurate financial reports and statuses of both online and offline businesses, separate and combined.

The integrated inventory management allows you to get greater flexibility on product listing on both online and brick-and-mortar stores. You can also efficiently use online customer and lead data for offline campaigns and vice versa to maximise sales and profits. Additionally, you can give extended service experience – such as product returns to any channel – by combining both sales channels.

Inventory Integrations

If you have additional inventory and warehouse management tools, integrating them with your Acumatica gives you total visibility and control of your inventory operations. With an Acumatica 3PL integration, you can also ensure seamless updating of inventory details from your third-party logistics partner into your system.

The integration gives you visibility to inventory in various warehouses, inventory commitments, and more. You can analyse your inventory requirement by making sales forecasts with order details and sales analysis from Acumatica and backorder products to avoid the issue of “out-of-stock”. The Acumatica exchange integration also improves the performance of your inventory with minimal issues of stockouts and wastage.

The 360-degree view of inventory and automation of repetitive and simple tasks enables you to reduce labour costs and significantly enhance the efficiency of your inventory operations.

SaaS Integrator features an interactive Dashboard that allows you to get a single view of the critical data of your business. You will see new orders, new customers, fulfilled order details, total synced data to get the performance of your business and integration. You also get the option to see key data and metrics of your processes module-wise to learn about their performance.

The integrator features quick-access buttons to the integration settings of different modules to help you configure or expand the integrations at any time. The Dashboard of the integrator is also customisable, and you can set it to reflect the most critical data of your business and help you make quick business decisions.

Integration Solutions

As a customisable ERP for various industries, Acumatica can be integrated with Ecommerce platforms, CRMs, marketing tools, payment gateways, personalisation systems, and more using SaaS Integrator. Explore the popular integration options for Acumatica using SaaS Integrator.

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What is Acumatica Integration?

Acumatica Integration is the process of connecting Acumatica, a cloud-based enterprise resource planning (ERP) software, with other systems or applications. This allows data to be exchanged and synchronized between the two systems, enabling a more efficient and streamlined workflow.

What are some common use cases for Acumatica Integration?

There are many potential use cases for Acumatica Integration, including:

  • Integrating Acumatica with a customer relationship management (CRM) system to synchronize customer and lead information.
  • Integrating Acumatica with an e-commerce platform to automate order processing and inventory management. There are several potential use cases for integrating Acumatica with an e-commerce platform to automate order processing and inventory management:
  • Integrating Acumatica with a shipping or logistics system to automate shipping and tracking
  • Integrating Acumatica with a payroll or HR system to streamline employee information and payroll processing
Is it possible to migrate data into or from Acumatica using APIs?

Yes, it is possible to migrate data into or from Acumatica using APIs. Acumatica provides a set of APIs that can be used for data integration and migration purposes. These APIs can be accessed through the Acumatica REST API, which is a web-based API that uses the REST (Representational State Transfer) architectural style.

These APIs can be used to perform a variety of tasks, including importing and exporting data, retrieving and updating information, and synchronizing data between Acumatica and other systems.

To use the Acumatica APIs, you need to have an Acumatica instance and an API key. The API key is used to authenticate your API requests and ensure that only authorized users can access the APIs. In summary, This will require customizations if you are planning to use the SAAS Integrator platform for migration services.

How do I set up Acumatica Integration?

SAAS Integrator has a simple API verification mechanism to connect to Acumatica and authenticate the connection. Once the connection is established SAAS Integrator will import and export data based on the configurations set by the user.

To set up Acumatica integration, you will need to follow these steps:

  1. Determine the type of integration you want to set up. Acumatica offers several types of integrations, including real-time integrations, batch integrations, and API-based integrations.
  2. Set up an integration account in Acumatica. This will allow you to connect your external system to Acumatica and exchange data between the two systems.
  3. Configure the integration settings in Acumatica. This will include setting up integration scenarios, mapping fields between the two systems, and configuring any additional settings that are necessary for the integration.
  4. If you are integrating it using the SAAS Integrator platform you will have to click on the connection in your settings and enter your API Key and Secret to authenticate the connection
  5. Test the integration to ensure that it is working properly. This may involve setting up test data and running test scenarios to verify that data is being exchanged correctly between the two systems.
  6. Deploy the integration to your production environment. This will involve moving the integration from your test environment to your production environment and making any necessary changes to the integration settings.
  7. Monitor the integration to ensure that it is working properly. This may involve setting up alerts or monitoring tools to alert you to any issues that may arise with the integration.
Does SAAS Integrator provide custom integration with Acumatica?

Yes, for all custom solutions scoping process is required to ensure that the integration solution will work for the use case and it is achievable. The initial scoping fees is fully refunadable if the final solution is purchased from SAAS Integrator.

What is the scoping process for a custom solution?

The scoping process for Acumatica integration involves determining the specific requirements and objectives of the integration, as well as identifying any constraints or limitations that may impact the design and implementation of the integration. This process is critical for ensuring that the integration meets the needs of the business and delivers the desired benefits.

There are several key steps involved in the scoping process for Acumatica integration:

  • Identify the systems or applications that need to be integrated: This includes determining which systems or applications will be connected and the specific data or functionality that needs to be exchanged between them.
  • Determine the integration requirements: This includes identifying the specific goals and objectives of the integration, such as improving efficiency, streamlining processes, or automating certain tasks. It may also involve identifying any specific functional or technical requirements that must be met in order for the integration to be successful.
  • Assess the current state of the systems: This includes evaluating the current state of the systems that will be integrated, including their capabilities, limitations, and any existing integration points. This will help to identify any potential challenges or constraints that may need to be addressed during the integration process.
  • Define the scope of the integration: Based on the information gathered during the scoping process, it is necessary to define the scope of the integration in order to establish clear boundaries and ensure that the integration is focused and achievable. This may involve creating a detailed project plan or roadmap outlining the specific tasks and milestones that need to be completed.
  • Determine the resources and timeline: Finally, it is important to determine the resources and timeline required to complete the integration, including the budget, personnel, and other resources that will be needed. This will help to ensure that the integration is completed on time and within budget.
  • Determine the type of APIs required: Based on the requirement SAAS Integrator specialist will suggest the type of API required for this integration. There are mainly REST APIs for BULK actions that are done on a timely manner or if the integration requires event based data flow then Webhooks are used for the integration. In some cases a combination of the 2 is used to achieve a desirable outcome.
  • Configure the Acumatica API: Depending on the integration requirements, it may be necessary to configure the Acumatica API to allow access to the necessary data and functionality. This could involve setting up API users and permissions, as well as configuring any necessary security measures. As a part of scope we provide a code of integration for testing purpose.
  • Connect the systems: This could involve setting up connectivity between the systems using an integration platform, or developing custom code to facilitate the connection. 
  • Map and transform data: Once the systems are connected, it will be necessary to map and transform the data being exchanged to ensure that it is in a usable format for both systems. This may involve using data mapping tools or writing custom code to manipulate the data.
  • Testing the scoped integration: Before going live with the integration, it is important to thoroughly test the integration to ensure that it is functioning as expected. This may involve running test cases and verifying that the data is being exchanged correctly. Once the integration has been tested and is functioning as expected a full solution can be designed based on it. this way customers can check the final outcome by the end of the scoping process.
What are Acumatica Webhooks?
  • Acumatica webhooks are a way for Acumatica to send real-time notifications to other systems or applications when specific events occur within the Acumatica system. These notifications, or webhooks, are sent via an HTTP POST request containing a JSON payload with details about the event.
  • Webhooks can be used to trigger certain actions in the receiving system or application, such as creating or updating a record, sending an email or SMS message, or triggering a workflow. This allows the receiving system to respond to events happening in Acumatica in real-time, rather than relying on periodic polling or manual intervention.
  • To set up webhooks in Acumatica, you will need to specify the URL of the receiving system or application, as well as the specific events you want to trigger the webhook. You can also specify additional parameters, such as the type of data you want to include in the webhook payload. Once the webhook is configured, it will send a notification to the receiving system or application every time the specified event occurs in Acumatica.
What are some of the B2B Functionality with acumatica integration?

B2B e-commerce integration functions are capabilities that allow Acumatica, a cloud-based enterprise resource planning (ERP) software, to be integrated with a B2B e-commerce platform. These functions enable data to be exchanged and synchronized between the two systems, allowing businesses to automate and streamline their B2B e-commerce processes.

Some common Acumatica B2B e-commerce integration functions include:

  • Order processing: Integration between Acumatica and a B2B e-commerce platform can automate the process of capturing and processing orders. When a customer places an order on the e-commerce platform, the integration can create a sales order in Acumatica and update the inventory levels accordingly.
  • Inventory management: Integration can also help to synchronize inventory levels between Acumatica and the e-commerce platform, allowing businesses to manage their inventory more effectively. When an order is placed on the e-commerce platform, the integration can update the inventory levels in Acumatica to reflect the decrease in stock.
  • Customer management: Integration can facilitate the exchange of customer data between Acumatica and the e-commerce platform, allowing businesses to maintain accurate and up-to-date information about their customers.
  • Tier Pricing: Setting different pricing for different customers and based on the the person who has logged in the website will fetch the price from Acumatica for the products and apply the discounts based on the information in Acumatica
  • Wholesale Price Tier: Some B2b businesses provide discounts based on the quantities of the product ordered and this information is set in Acumatica which will have to be communicated to the website for all individual products.
  • Checkout on account: Some businesses allow their long term customers to buy products or order on credit and to facilitate this the website should allow them to checkout on account. If the information of these specific accounts is available in Acumatica then using an integration Website can allow specific customers to checkout on account.
  • Price and discount management: Integration can also enable businesses to manage their pricing and discounts in a more efficient and centralized way. By integrating Acumatica with the e-commerce platform, businesses can easily update their prices and discounts across both systems.
  • Real-time visibility: Integration can provide real-time visibility into key data and processes, such as inventory levels, order status, and customer information. This can help businesses to make more informed decisions and respond more quickly to changes in the market.
  • Order History: In a B2b business environment it is important to provide customers a centralised web portal to see all their online and offline orders with ability to download past invoices.

Our Integration Platform 

SAAS Integrator is the world’s #1 iPaaS integration provider for commerce solutions, offering seamless and codeless connections between leading ERP, e-commerce, CRM, POS, PIM, WMS, drop shipping, B2B commerce, and inventory management systems. Discover a range of systems that SAAS Integrator connects with: