Supporting Business Accounts in Acumatica CRM
Good news for Acumatica users! While we released the ability to sync companies amongs themselves a while ago, we did not yet offer that feature to all our apps. Acumatica CRM is now an app for which we rolled out this feature as well.
You'll only be able to sync Acumatica Business Accounts with other company-like data in other apps. Think 'Accounts' in your ZohoCRM, 'Organizations' in Pipedrive, or 'Companies' in HubSpot.
You were already able to sync Acumatica CRM contacts. This update makes it possible to sync Business Accounts as well. You can choose to sync the business accounts in the selection screen after authenticating your Acumatica CRM instance.