GETTING STARTED GUIDE: How to set up a new connection?
ALL FEATURES EXPLAINED: All our features/functionality explained in detail - no app-specifics.
Acumatica CRM delivers business solutions for small & medium size companies around the world. From multi-company on-line accounting to complete ERP suites, our flexible and integrated solutions include: Financials, Distribution, Manufacturing, Project Accounting, Field Service, BI and CRM.
Below you'll find detailed information, specifically for Acumatica CRM integrations:
Supported Acumatica CRM Integrations
Authorizing Acumatica CRM
To authorise, complete the steps as describe below:
The terms and conditions with regards to self-hosted apps can be found here.
If you already authorized Acumatica CRM account(s) in the past or in any other PieSync integration, you'll be able to skip the first part of the authorization and choose from your CONNECTED ACCOUNTS.
Choose your contact type
Distinguish between Contacts, Leads and Business Accounts before proceeding to the configuration page.
Learn about our contact sync below.
- More in-depth info about syncing Leads can be found here.
- More in-depth info about our Company to Company sync can be found here.
[IF] Supported Conditions/Filters
- Contact Method
- Do Not Call
- Do Not Email
- No Marketing
- Owned by
- Field values (INCLUDING CUSTOM FIELDS)
- Already existing in the app you sync with
[THEN] Supported Actions
- Update Contact Method
- Update Do Not Call
- Update Do Not Email
- Update No Marketing
- Update field values (INCLUDING CUSTOM FIELDS)
Default Field Mapping
Depending on the other app you're syncing with, you'll see a number of standard Acumatica CRM fields being mapped by default. For instance, in a connection with Google Contacts, the default field mapping looks like this:
You have the ability to disable default mappings and reuse them in the custom mappings section.
Customizable Field Mapping
You can custom map your Acumatica CRM Custom Fields and any additional standard fields that aren't included in the default mapping yet. Bear in mind a mapping between two fields can only exist if the types of fields are compatible, and the particular compatibility will determine the direction of the mapping as well. More information on Customizable Field Mapping here.
Currently, there are no Acumatica CRM integrations on the PieSync platform that support our deletions sync.
Currently, there are no Acumatica CRM integrations on the PieSync platform that support our unsubscribes sync. However, by applying certain filters and actions, you have the ability to sync unsubscribed contacts via the PieSync rules:
The availability to Sync Unsubscribes/Deletions is app and connection dependent. If the box is not there to tick, it's simply not possible. We need to be able to detect unsubscribes/deletions on one side and at the same time be able to create add the tag 'PieSync Unsubscribes' or ‘PieSync Trash’ on the other side. More Information on Syncing Unsubscribes here or on Deletions here.
Thanks to the feedback we have already received, we created a list of popular apps that we’re going to work on very soon. By voting them up in our pipeline, YOU decide which connectors we’ll release first. If you don’t see your app on the list or need any further help, drop us a line - email@example.com. Don't forget to read our blog for the latest in productivity, apps, and technology!