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ERP ⇄ Business productivity

Acumatica to Microsoft 365 integration — real-time, two-way sync

Keep Acumatica and Microsoft 365 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 Microsoft 365

Bridge the tools people work in and the system the business runs on: real-time, two-way sync between Microsoft 365 and Acumatica.

The ERP holds the records the business is run on, and it is rarely where day-to-day work happens. Microsoft 365 is closer to the work, and the two often need the same facts about the same people, organizations, and transactions. Bridging them by hand, or by nightly file transfer, leaves each side out of date for hours at a time.

Stacksync syncs Teams, Planner & To Do Tasks, Users, Groups in Microsoft 365 with Sales Orders, Invoices, Purchase Orders, Stock Items in Acumatica bi-directionally and in real time, with field-level mapping and rules for which system wins on conflict. Changes made where the work happens reach the system of record within seconds, and the reverse.

Common use cases

  • Mirror calendar events into scheduling or CRM tools so meetings appear on customer timelines.
  • Sync SharePoint lists with operational databases so business users edit in SharePoint while systems read SQL.
  • 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.

Master data corrections travel

A customer, supplier, or contact detail corrected in either system updates the other, ending duplicate maintenance.

Where Microsoft 365 faces customers and Acumatica carries account records

Order, invoice, or account status from Acumatica appears alongside the customer in Microsoft 365, so front-line teams answer from live data.

Where Microsoft 365 collects payments: transactions post through

Payment events sync into Acumatica as they occur, keeping the enterprise records current without manual entry.

What you can sync between Acumatica and Microsoft 365

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 Microsoft 365 objects
Journal Transactions GL entries replicated into reporting databases. Mail Messages Exchange Online messages read for logging, archiving, or activity capture.
Projects Project cost and billing structures synced with delivery tools. Calendar Events Events synced with scheduling tools and CRMs for meeting visibility.
Opportunities and Cases Built-in CRM records synced with external sales and support tools. Contacts Personal and org contacts kept consistent with CRM contact records.
Customers AR master data synced with CRMs and billing tools. OneDrive Files (driveItems) File and folder metadata synced for document workflows and audits.
Vendors Supplier records aligned with procurement and AP automation. SharePoint Sites & Lists List items read and written like lightweight database tables.
Sales Orders Order documents created from e-commerce and CRM systems, read back for fulfillment status. Teams Team and membership data provisioned from upstream systems.
What ships with Acumatica ⇄ Microsoft 365

Connect Acumatica and Microsoft 365 for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Acumatica–Microsoft 365 connection.

Real-time

Two-way sync

Changes in Acumatica or Microsoft 365 instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Acumatica or Microsoft 365 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 Microsoft 365 record.

Observability

Monitoring

Track your Acumatica ⇄ Microsoft 365 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 Microsoft 365.

How the Acumatica and Microsoft 365 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

Microsoft 365

Integration surface
REST API (Microsoft Graph)
Authentication
OAuth 2.0 via Microsoft Entra ID, with delegated or application permissions
Change detection
Graph change notifications (webhooks) plus delta queries for incremental sync
Capabilities
read · write · webhooks
How it works

How to connect Acumatica to Microsoft 365 — 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 Microsoft 365 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
    Microsoft 365 connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Acumatica and Microsoft 365 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 ⇄ Microsoft 365
    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 Microsoft 365
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Acumatica and Microsoft 365 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 Microsoft 365.

Popular · 8 of 386
All Acumatica integrations All Microsoft 365 integrations Browse all integrations
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