Contents
- Salesforce-Acumatica quickstart integration template features
- Key benefits
- Supported integration flows
- Error handling
The Salesforce - Acumatica quickstart integration template allows you to integrate your Salesforce accounts with Acumatica. This is to ensure timely order fulfillment, accurate product availability, and real-time visibility into order status. The Salesforce-Acumatica quickstart integration template comprises a set of pre-built integration flows. These flows help you to sync information on accounts, contacts, sales orders, customers, financials, opportunities, currency exchange rates, service contracts, products, and shipments between Salesforce and Acumatica.
Salesforce-Acumatica quickstart integration template features
- Order management: View and manage orders in Acumatica as soon as shoppers check out.
- Shipment and fulfillment: Leverage advanced fulfillment logistics features in Acumatica to send real-time updates on shipping statuses of orders like ‘pick,’ ‘pack’ or ‘ship’ to customers.
- Products: Manage your item catalog centrally in Acumatica and automatically publish product listings to Salesforce. Keep your Salesforce accounts up-to-date with an accurate list of products in your product listings.
Key benefits
- Optimize buying experience with timely fulfillment of orders, accurate product availability, and real-time order statuses.
- Take control of your integrations with tools that let you configure and allow you to make mapping changes on the fly.
- Efficiently scale operations by automating processes that rely on Acumatica and Salesforce platforms.
- Reduce maintenance time with a dashboard for sophisticated error handling and integration support provided by Celigo.
Supported integration flows
Integrate your Salesforce accounts with Acumatica for timely order fulfillment, accurate product availability, and real-time visibility into order statuses. Celigo’s quickstart integration template bundle contains pre-built workflows that you can easily configure and deploy without coding or IT support.
Acumatica to Salesforce
|
Flow name |
What’s not Supported |
Applies to |
|
Acumatica customer to Salesforce account |
||
|
Acumatica contact to Salesforce contact |
||
|
Acumatica items to Salesforce products (excludes item groups) |
||
|
Acumatica item groups to Salesforce products |
||
|
Acumatica sales order to Salesforce opportunities |
Order update |
|
|
Acumatica shipment to Salesforce item fulfillment (a custom record) |
Item fulfillment update |
|
|
Acumatica financials to Salesforce financials (a custom record) |
||
|
Acumatica currency rates to Salesforce currency exchange rates |
Important: These are custom integration flows and are available only upon request (not installed with the template) |
|
|
Acumatica service contracts to Salesforce contracts |
Salesforce to Acumatica
|
Flow name |
What’s not supported |
|
Salesforce accounts to Acumatica customers |
|
|
Salesforce contacts to Acumatica contacts |
|
|
Salesforce orders to Acumatica sales orders |
Order update |
|
Salesforce opportunities to Acumatica sales orders |
Order update |
Error handling
Most integrator.io error messages will clearly explain the error and suggest troubleshooting methods. If you are unsure of what the error means, contact Celigo support.
Comments
0 comments
Please sign in to leave a comment.