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:
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.
[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:
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: