Acumatica Integration for SugarCRM by Faye

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.

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.

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.

Pricing

Introductory pricing is $2,999/year + $5,000 one time setup. See here for more information. Separate Acumatica license required.

After you've completed the purchase of the integration, Faye will contact you to schedule the kick-off call and complete the onboarding process.