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ERP ⇄ CRM

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

Keep Acumatica and Attio 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 Attio

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

Attio 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 Companies, Users, Deals, Workspaces in Attio with Payments, Journal Transactions, Projects, Opportunities and Cases 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 Attio aligned with a billing system or ERP on customer records and plan status.
  • Mirror lists and list entries into a database for pipeline reporting beyond the in-app views.
  • Sync vendor bills from AP automation tools into Acumatica for approval and payment.
  • Align Acumatica's built-in CRM opportunities and cases with an external sales or support platform.

Where Acumatica manages people and org data: keep Attio aligned

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

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

A deal won in Attio 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 Attio, so reps see balances before promising the next order.

What you can sync between Acumatica and Attio

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 Attio objects
Vendors Supplier records aligned with procurement and AP automation. Custom objects Workspace-defined objects that behave like standard ones in the API.
Sales Orders Order documents created from e-commerce and CRM systems, read back for fulfillment status. People Standard person object; synced with marketing tools and warehouse person tables.
Invoices AR and AP billing documents synced for payment tracking and CRM visibility. Companies Standard company object; matched to billing and product accounts in two-way syncs.
Purchase Orders Procurement documents exchanged with supplier-facing systems. Users Synced with incremental and full sync per the Stacksync docs.
Stock Items Inventory master data with quantities shared with external sales channels. Deals Pipeline records; read out for revenue reporting and written to from automation.
Shipments Fulfillment documents read to update tracking in storefronts and CRMs. Workspaces Synced with incremental and full sync per the Stacksync docs.
What ships with Acumatica ⇄ Attio

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Acumatica or Attio 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 Attio record.

Observability

Monitoring

Track your Acumatica ⇄ Attio 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 Attio.

How the Acumatica and Attio 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

Attio

Integration surface
REST API
Authentication
Guided in-app connection ("Attio CRM" connection created in a few clicks, "without any coding required"); the docs do not name the underlying auth mechanism (OAuth vs API key)
Change detection
Webhooks on record and list-entry events, with polling as a fallback
Capabilities
read · write · webhooks
Rate limits
Subject to the platform's published API rate limits.
Attio setup guide
How it works

How to connect Acumatica to Attio — 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 Attio 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
    Attio connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Acumatica and Attio 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 ⇄ Attio
    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 Attio
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Acumatica and Attio 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 Attio.

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