Integration Fox connects Acumatica and Salesforce so customer data stays consistent in both systems. Acumatica handles finance and inventory, and Salesforce handles pipeline and reporting. Choose how your sales data flows: Acumatica sales orders into Salesforce as Closed Won Opportunities, won Salesforce Opportunities into Acumatica as Opportunities for operations to pick up, or won Salesforce Opportunities straight into Acumatica as sales orders. Sales, marketing and service work from one customer record instead of reconciling two.
Choose your configuration
All three configurations keep Customers and Contacts in sync two-way and are set up by our engineers. Where they differ is how the sale flows: Acumatica sales orders into Salesforce, won Salesforce Opportunities into Acumatica as Opportunities, or won Salesforce Opportunities into Acumatica as sales orders. They're alternatives, so pick the one that matches how your teams work.
Managed Integration
Starter Sales
Sales Orders sync from Acumatica to Salesforce as Closed Won Opportunities
Implementation: POA
$349 USD / month
Benefits
✓ Every Acumatica sales order appears in Salesforce as a Closed Won Opportunity with its products and prices, so pipeline and revenue reports show what was actually sold
✓ Acumatica Stock and Non-Stock Items keep the Salesforce product catalogue current, with nothing keyed in twice
✓ Customers and contacts sync both ways, so sales and finance work from the same record
What syncs
Customers ↔ Accounts
Two-way — name, contact details, shipping & billing addresses (20 fields) — click to view full mapping
Contacts ↔ Contacts
Two-way, matched on email — name, contact details, job title, address (13 fields) — click to view full mapping
Stock Items → Products
One-way, Acumatica to Salesforce — product code, name, description, family, status, unit (7 fields) — click to view full mapping
Non-Stock Items → Products
One-way, Acumatica to Salesforce — service and labour items become products too (7 fields) — click to view full mapping
Sales Orders → Opportunities
One-way, Acumatica to Salesforce — each order becomes a Closed Won Opportunity on the customer's account (12 fields) — click to view full mapping
Sales Order Details → Opportunity Products
One-way, Acumatica to Salesforce — order lines become Opportunity Products at the order's price (7 fields) — click to view full mapping
Managed Integration
Starter Opportunities
Won Salesforce Opportunities sync to Opportunities in Acumatica
Implementation: POA
$349 USD / month
Benefits
✓ Links the Salesforce pipeline directly to Acumatica Opportunities
✓ Automates the handoff between Sales in Salesforce and Operations in Acumatica: a won Opportunity creates the customer and the Opportunity in Acumatica
✓ Opportunity status and amount changes flow back to the Salesforce Opportunity
✓ Trigger Salesforce Flows off Opportunity changes made in Acumatica
What syncs
Customers ↔ Accounts
Two-way — name, contact details, shipping & billing addresses (19 fields) — click to view full mapping
Contacts ↔ Contacts
Two-way, matched on email — name, contact details, job title, address (13 fields) — click to view full mapping
Opportunities ↔ Opportunities
Created from Salesforce at Closed Won, then updated two-way — stage, status, amount, close date (13 fields) — click to view full mapping
Managed Integration
Professional Sales
Won Salesforce Opportunities sync to Sales Orders in Acumatica
Implementation: POA
$649 USD / month
Benefits
✓ A won Salesforce Opportunity becomes an Acumatica sales order automatically, with the customer, contact, products and prices the rep agreed, and nothing re-keyed
✓ Acumatica Stock and Non-Stock Items keep the Salesforce product catalogue current, so reps only sell products operations can fulfil
✓ Order number, status and totals come back to the Opportunity, so sales can see where every order is up to without logging in to Acumatica
What syncs
Customers ↔ Accounts
Two-way — name, contact details, shipping & billing addresses (19 fields) — click to view full mapping
Contacts ↔ Contacts
Two-way, matched on email — name, contact details, job title, address (13 fields) — click to view full mapping
Stock Items → Products
One-way, Acumatica to Salesforce — product code, name, description, family, status, unit (7 fields) — click to view full mapping
Non-Stock Items → Products
One-way, Acumatica to Salesforce — service and labour items become products too (7 fields) — click to view full mapping
Sales Orders ← Opportunities
Created from Salesforce at Closed Won — order number, status and totals written back to the Opportunity (13 fields) — click to view full mapping
Sales Order Details ← Opportunity Products
Created from Salesforce — each product becomes an order line at the rep's price (7 fields) — click to view full mapping
Don't see the fit you need?
If none of these configurations quite covers what you need, talk to us — we scope custom field mapping, transformation rules and sync logic for cases like this every day.
Why Integration Fox
1
No software to learn and no lengthy setup project. Our engineers configure and run the sync for you.
2
Customers and contacts sync two-way, and items flow from Acumatica to Salesforce. Sales orders either flow from Acumatica to Salesforce, or are created in Acumatica from won Salesforce Opportunities with their status and totals coming back, so each system stays the source of truth where it should be.
3
Every sync is logged and monitored, with error handling built in and a history you can audit.
FAQ
You can move later. Customers and contacts stay linked, and we reconfigure the order or opportunity sync for you.
No. They're alternatives: all three use Salesforce Opportunities in different ways, so you choose the one that matches how your team works.
No. Contacts are matched on email address, so existing contacts link up automatically on the first sync. Contacts without an email address don't sync.
Yes, with Professional Sales: a Closed Won Opportunity creates the sales order, with its products and prices. Starter Opportunities creates an Acumatica Opportunity instead, which your team converts to a sales order.
Starter Opportunities and Professional Sales: when it's Closed Won. If you'd like it sent at an earlier stage, raise a ticket with our helpdesk and we'll change it.
Professional Sales: yes, while the order is still open. Changes to the Opportunity and its products update the Acumatica order until it's shipped, completed or cancelled.
Professional Sales: Acumatica, using the customer's tax zone. The tax and order totals are written back to the Opportunity.
Starter Sales: so they count in standard Salesforce pipeline, revenue and forecast reports without any custom reporting.
Starter Sales: all of them, as Closed Won Opportunities, once an order is released from Hold. Cancelled orders move to Closed Lost.
Starter Sales: from the Acumatica sales order. Each line shows the price actually charged. Salesforce price books aren't synced. With Professional Sales it's the other way round: the rep's price on the Opportunity goes to the Acumatica order.
Starter Sales and Professional Sales: products come from Acumatica. Changes made to synced fields in Salesforce are overwritten by the next Acumatica update.
No, so prospects stay out of your ERP. With Starter Sales, only Accounts ticked "Sync to Acumatica" are created. With Starter Opportunities and Professional Sales, an Account is created as a customer when one of its Opportunities is Closed Won.
Enterprise, Unlimited and Performance, or Professional with API access enabled.
Custom fields, stages and non-standard workflows are common. We scope these during setup.
Talk to an integration expert to scope your setup.
