Connect Acumatica and Act-on

Connecting Acumatica and Act-on could enable the transfer of customer, sales, and marketing data between the two systems. This connection could support coordinated campaigns, unified reporting, and more efficient lead management by ensuring that information from business operations and marketing activities is accessible across both platforms.

You can build this integration on the System2System platform. We design the connection between Acumatica and Act-on around the way you work — not as an off-the-shelf connector, but to fit your systems.

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Why connect Acumatica and Act-on?

A company operating both Acumatica and Act-on could benefit from enabling these systems to exchange data, as this could streamline business processes and improve the accuracy of information across departments. Without such a connection, users may need to manually enter the same data into both systems, which increases the risk of errors and consumes valuable time. Additionally, when records in Acumatica and Act-on are not kept in sync, discrepancies can arise, leading to situations where decisions are made based on outdated or inconsistent information. For example, sales or marketing teams might not have access to the latest financial or customer data, which could impact campaign effectiveness or customer service. The types of data that could be exchanged between Acumatica and Act-on depend on the nature of each system. In general, companies may want to synchronize customer contact information, sales orders, invoices, or marketing campaign data. This could help ensure that marketing efforts are informed by up-to-date financial and operational insights, and that customer profiles reflect the latest engagement and transaction history. However, what can actually be exchanged depends on what each system exposes through its API, and is determined per situation.

How System2System builds an integration

Connectors

We connect to each system through the interface it offers — an API, a database, a file exchange or a webhook — and handle authentication, rate limits and retries.

Mapping

Fields rarely line up one to one. We map and transform the data so both systems receive it in the shape they expect.

Workflow

We define what triggers an exchange, in which direction data flows and which system takes precedence when the two disagree.

Monitoring

Every exchange is logged. Failures are flagged and can be replayed, so nothing disappears without anyone noticing.

What can actually be exchanged?

That depends on what Acumatica and Act-on make available through their APIs, on the licences and modules in use, and on the version each system runs. Which records are synchronised, in which direction and how often, is something we determine together before any work starts.

We are happy to look at your specific situation and tell you what is feasible — including when the answer is that it is not.