SugarCRM + Acumatica Integration

SugarCRM + Acumatica

Faye’s SugarCRM Acumatica Integration delivers a unified, real-time view of customers, products, quotes, orders, and financial transactions across both systems. It eliminates double entry, improves data accuracy, and accelerates sales-to-cash processes by connecting Sugar Sell with Acumatica ERP.

SugarCRM Acumatica Integration Key Features

• Bi-Directional Customer/Account Sync – Keeps Sugar and Acumatica customer/account data perfectly aligned with instant two-way updates across key fields like names, addresses, phones, websites, and salesperson assignments.
• Bi-Directional Contact Sync – Ensures both systems share identical, fully detailed contact records through real-time two-way updates of names, roles, communication details, addresses, and related accounts.
• One-Way Items Sync from Acumatica to Sugar – Automatically publishes Acumatica inventory items into Sugar with up-to-date codes, descriptions, pricing, availability, and status to guarantee accurate quoting.
• One-Way Quote-to-Sales Order Sync – Converts Closed Accepted Sugar Quotes directly into Acumatica Sales Orders so reps can manage the entire sales cycle from within SugarCRM.
• One-Way Financial Transaction Sync into Sugar – Pulls Invoices and Credit Memos from Acumatica into Sugar to deliver complete financial visibility and a unified 360° customer history for sales and service teams.

Key Benefits

• Faster Sales-to-Cash Cycle – With quotes instantly generating sales orders, the transition from CRM to operations happens without delay.
• Zero Double Entry – Sales, finance, and support teams work from synchronized data— reducing errors and administrative overhead.
• Improved Customer Experience – Sales and support teams can see invoices, credits, payments, and account status directly in Sugar.
• Enhanced Operational Efficiency – Automated workflows free teams from repetitive data entry, allowing them to focus on revenue-generating activities. 
• Always Up-to-Date Product and Pricing Data – Ensures quotes generated in Sugar reflect the latest information from Acumatica.