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ERP ⇄ CRM

Acumatica to Affinity integration — real-time, two-way sync

Keep Acumatica and Affinity in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.

  • SOC 2 and 6 other compliance frameworks
  • POC with real engineers in minutes

Adopted by fast-scaling companies moving mission-critical data in real time

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Why teams connect Acumatica and Affinity

Close the gap between front office and back office: Affinity and Acumatica share customers and status in real time, in both directions.

Affinity holds the customer relationship; Acumatica runs the operations and records behind the business. The two overlap wherever the same organizations and transactions matter to both, and when that overlap is bridged by re-keying or overnight batch, each side spends the day working from stale data.

Stacksync syncs Lists, List Entries, Persons, Organizations in Affinity with Purchase Orders, Stock Items, Shipments, Payments in Acumatica field by field, in real time, and in both directions. You decide which system owns which fields; Stacksync keeps every copy consistent and resolves conflicts by rules you set.

Common use cases

  • Keep introductions and relationship data from Affinity aligned with outreach tools used by the team.
  • Sync notes and reminders into project or task systems used outside the deal team.
  • Replicate journal transactions and financial data into a SQL database for reporting and consolidation.
  • Sync vendor bills from AP automation tools into Acumatica for approval and payment.

Where Acumatica manages people and org data: keep Affinity aligned

Owners, territories, and org structure informed by Acumatica stay current in Affinity.

Where Acumatica handles order-to-cash: closed-won flows through

A deal won in Affinity creates or updates the customer in Acumatica with clean data, so fulfillment and invoicing start without re-entry.

Where Acumatica is the finance system of record: money status on the account

Invoice and payment state from Acumatica shows on the account in Affinity, so reps see balances before promising the next order.

What you can sync between Acumatica and Affinity

Representative objects on each side — any object or custom field can map to any target. Schemas are auto-detected; types are converted between the two systems.

Acumatica objects Affinity objects
Shipments Fulfillment documents read to update tracking in storefronts and CRMs. Persons Contact records enriched with relationship intelligence, synced with CRMs and outreach tools.
Payments Customer payment records reconciled against invoices from payment platforms. Organizations Company records matched to accounts in other systems by domain.
Journal Transactions GL entries replicated into reporting databases. Opportunities Deal records tracked on lists and synced with pipeline reporting.
Projects Project cost and billing structures synced with delivery tools. Field Values Custom field data, either global or scoped to a list, mapped field-by-field in syncs.
Opportunities and Cases Built-in CRM records synced with external sales and support tools. Notes Meeting and call notes synced for record-keeping in other systems.
Customers AR master data synced with CRMs and billing tools. Interactions Automatically captured emails and meetings, read for activity reporting.
What ships with Acumatica ⇄ Affinity

Connect Acumatica and Affinity for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Acumatica–Affinity connection.

Real-time

Two-way sync

Changes in Acumatica or Affinity instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Acumatica or Affinity data changes, update records, fire webhooks, or kick off sequences without brittle API scripts.

At scale

Event queues

Handle millions of events per minute without losing a single Acumatica or Affinity record.

Observability

Monitoring

Track your Acumatica ⇄ Affinity sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Acumatica and Affinity.

How the Acumatica and Affinity connectors work

Acumatica

Integration surface
Contract-based REST API (JSON over versioned endpoints), plus SOAP web services and OData access to Generic Inquiries
Authentication
OAuth 2.0 or cookie-based session login with Acumatica credentials
Change detection
Push notifications configurable on data changes, plus polling on LastModifiedDateTime fields
Capabilities
read · write · webhooks

Affinity

Integration surface
REST API
Authentication
API key
Change detection
Webhook subscriptions for record events, supplemented by polling
Capabilities
read · write · webhooks
Rate limits
Subject to the platform's published API rate limits
How it works

How to connect Acumatica to Affinity — three steps, no code

Configure and sync within minutes, no code. Whether you sync 50k or 100M+ records, Stacksync handles the queues, infra, and plumbing. Integrations are non-invasive and need zero setup on your systems.

  1. 01

    Connect your apps

    Authenticate Acumatica and Affinity with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.

    • OAuth 2.0
    • SSH tunnel
    • VPC peering
    Acumatica connected
    Affinity connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Acumatica and Affinity objects to sync — Stacksync auto-detects both schemas, including custom fields where the platform exposes them. Sync to existing tables, or let Stacksync create new ones with ideal data types.

    • Standard objects
    • Custom objects
    • Auto-schema
    objects · Acumatica ⇄ Affinity
    Customers 12,480
    Sales Orders 8,213
    Invoices 5,902
    Items 1,344
  3. 03

    Map fields

    Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.

    • Auto-map
    • Type casting
    • Transforms
    Acumatica Affinity
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Acumatica and Affinity integration FAQ

SECURITY

Security teams love Stacksync

As a data company, we understand the importance of keeping your data secure. Stacksync is built with security best practices to keep your data safe at every layer, and is DPF-certified for US, EU, UK and CH data transfers.

Learn more about security
SOC 2 type II
ISO 27001
HIPAA BAA
GDPR
CCPA
CSA STAR
DPF US-EU-UK-CH
→ SECURITY WITH BENEFITS

SSO & SCIM

Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.

Alerts

Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.

Secure connection options

Securely connects to your systems with:

OAuth 2 SSH Tunnelling SSL certificates IP Whitelisting VPN gateway VPC peering and more

Related integrations

Every pair below is a real-time, two-way sync. Search all 386 integrations available for Acumatica and Affinity.

Popular · 8 of 386
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