A simple way to have all your business tools in sync with Acumatica CRM

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October 9, 2019

Piesync-Acumatica

Acumatica delivers business solutions for small & medium size companies around the world. From multi-company on-line accounting to complete ERP suites, their flexible and integrated solutions include: Financials, Distribution, Manufacturing, Project Accounting, Field Service, BI and CRM.

From now on, PieSync provides a 2-way synchronization solution between Acumatica’s CRM extension and over 202 diverse business tools including marketing, accountancy, billing and customer support applications.

A complete syncrhonization solution

As your business grows, new processes are necessary and more business applications are required. New data is gathered by these tools. At the same time, these new tools need some of the information stored in Acumatica CRM. When that happens, you need to find the right integration solution for your business.

PieSync is the glue that keeps your customer data together, syncing 2-way and in real time. That means that whenever a contact is added or updated in one of the connected apps, that change will be effective in the other app, and vice versa.

This guarantees your contact data is always up-to-date no matter who entered the data or from which platform or device.

During the initial sync, you can match the existing, historical data between the two systems and control how you merge your duplicate contacts.

Once you configure the way you want your customer data flow between your connected apps, you can let PieSync work in the background.

You don’t have to manually transfer data EVER again! Forget about CSV’s!

These are the apps currently available for a sync with Acumatica:

Need another app in sync? Every Wednesday, PieSync releases a new application. If the business tool you are using is not available yet, go to the pipeline and vote for the app you need.

Complex workflows? A piece of cake

With an intuitive if-this-then-that filtering option, you can decide which subsets of contacts you want in sync. You can choose to sync between attributes, lists, tags, groups, or labels in each app.

acumatica google

You can also hand-pick the information fields you want to keep in sync between apps. PieSync will map the typical fields by default (such as name, last name, email, etc.) Additionally, you can map your custom-made fields:

custom fields

Try it now!

It’s so easy to set it up!

Other Benefits

5-Minute Setup

You don’t have to waste hours of your time setting up and configuring your sync. It’s fast and easy, with one step authorizations.

No installation or download required

The entire syncing solution exists in the cloud. You don’t have to install or download any additional software.

Add Teams

You can add your entire team to your PieSync account. This means everyone can access the most up to date data when they need it most.

Multiple plans to scale your business growth

We have multiple plans to suit businesses of all sizes. When your business grows, you can simply upgrade to the next plan.

Avoid Duplications

PieSync hates duplicates just as much as you do. We eliminate duplicates by matching contacts based on their email addresses.

Need help to configure your connection? You can always visit our Support Center to get extra information about this connection.

So what are you waiting for?

Try it now!

About Claudia Martinez

Claudia helps the Marketing and Communications team to let our clients know what’s going on in PieSync by creating great content and managing our Social Media. She flew all the way from Venezuela to work with us. This retired surfer is full of energy and creativity.