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ERP ⇄ CRM

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

Keep Acumatica and Close 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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Migrated from Mulesoft
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Migrated from Celigo
Migrated from Heroku Connect
Migrated from Matillion
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Migrated from Fivetran
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Migrated from Celigo
Why teams connect Acumatica and Close

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

Close 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 Custom Fields, Users, Smart Views, Leads in Close with Sales Orders, Invoices, Purchase Orders, Stock Items 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

  • Push call, SMS, and email activity data into a warehouse for rep performance and outreach-cadence analysis.
  • Write product usage or firmographic data from an internal database onto Close lead custom fields to prioritize follow-up.
  • Two-way sync of customers, orders, and invoices between Acumatica and a CRM so sales sees ERP truth without ERP logins.
  • Create sales orders in Acumatica from e-commerce platforms and sync shipment and tracking status back to the storefront.

Where Acumatica manages people and org data: keep Close aligned

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

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

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

What you can sync between Acumatica and Close

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 Close objects
Customers AR master data synced with CRMs and billing tools. Activities Calls, emails, SMS, notes, and meetings logged against a lead; the source for engagement analytics.
Vendors Supplier records aligned with procurement and AP automation. Tasks Follow-up items assigned to users; synced for workload and SLA reporting.
Sales Orders Order documents created from e-commerce and CRM systems, read back for fulfillment status. Custom Activities User-defined activity types with their own custom fields, mapped like standard activities.
Invoices AR and AP billing documents synced for payment tracking and CRM visibility. Custom Fields Org-specific fields on leads, contacts, and opportunities; addressed by stable field ids in syncs.
Purchase Orders Procurement documents exchanged with supplier-facing systems. Users Sales reps referenced as owners on leads, opportunities, and activities.
Stock Items Inventory master data with quantities shared with external sales channels. Smart Views Saved lead searches that can scope which records a segment-based sync pulls.
What ships with Acumatica ⇄ Close

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Acumatica or Close 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 Close record.

Observability

Monitoring

Track your Acumatica ⇄ Close 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 Close.

How the Acumatica and Close 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

Close

Integration surface
REST API
Authentication
API key (sent via HTTP Basic auth)
Change detection
Webhook subscriptions for record events, with polling on date_updated fields for backfills
Capabilities
read · write · webhooks
Rate limits
Subject to per-endpoint rate limits communicated in response headers
How it works

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

    Choose tables

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

Acumatica and Close 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 Close.

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