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ERP ⇄ CRM

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

Keep Acumatica and Gladly 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 Gladly

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

Gladly 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 Conversations, Conversation items, Agents, Topics in Gladly with Invoices, Purchase Orders, Stock Items, Shipments 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 conversation outcomes into a CRM so account teams see support context on their accounts.
  • Sync Gladly customer profiles with an order database so agents see purchase history and profile updates flow back.
  • Create sales orders in Acumatica from e-commerce platforms and sync shipment and tracking status back to the storefront.
  • Mirror stock items and quantities to external channels so availability stays accurate across systems.

Where Acumatica manages people and org data: keep Gladly aligned

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

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

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

What you can sync between Acumatica and Gladly

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 Gladly objects
Invoices AR and AP billing documents synced for payment tracking and CRM visibility. Customer profiles The central entity; merges identifiers like email, phone, and order IDs, which syncs use for matching.
Purchase Orders Procurement documents exchanged with supplier-facing systems. Conversations Each customer's continuous timeline; status and outcomes sync to CRMs and warehouses.
Stock Items Inventory master data with quantities shared with external sales channels. Conversation items Individual messages across voice, SMS, chat, and email attached to the conversation.
Shipments Fulfillment documents read to update tracking in storefronts and CRMs. Agents User records used to attribute work in CX analytics.
Payments Customer payment records reconciled against invoices from payment platforms. Topics Categorization applied to conversations; the key dimension for contact-driver reporting.
Journal Transactions GL entries replicated into reporting databases. Tasks Follow-up work items created from external triggers or synced for workload reporting.
What ships with Acumatica ⇄ Gladly

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Acumatica or Gladly 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 Gladly record.

Observability

Monitoring

Track your Acumatica ⇄ Gladly 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 Gladly.

How the Acumatica and Gladly 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

Gladly

Integration surface
REST API
Authentication
API tokens used with basic authentication tied to an agent email
Change detection
Webhook event subscriptions for conversation and customer events, supplemented by polling and report exports
Capabilities
read · write · webhooks
Rate limits
Subject to the platform's API rate limits
How it works

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

    Choose tables

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

Acumatica and Gladly 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 Gladly.

Popular · 8 of 386
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