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ERP ⇄ Business productivity

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

Keep Acumatica and Microsoft Teams 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

Case study
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 Microsoft Teams

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

The ERP holds the records the business is run on, and it is rarely where day-to-day work happens. Microsoft Teams 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 Bridging them by hand, or by nightly file transfer, leaves each side out of date for hours at a time.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, Channels, Channel Messages, Chats & Chat Messages in Microsoft Teams 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

  • Sync team membership from HR or identity systems so channels match the org chart.
  • Route support case updates from the CRM into a triage channel for faster response.
  • 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 Microsoft Teams faces customers and Acumatica carries account records

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

Where Acumatica is the HR or people system of record

Worker and organization data from Acumatica stays current in Microsoft Teams, so the tools people use daily reflect the org as it actually is.

Master data corrections travel

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

What you can sync between Acumatica and Microsoft Teams

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 Teams objects
Customers AR master data synced with CRMs and billing tools. Channels Channel targets used for routing synced notifications and updates.
Vendors Supplier records aligned with procurement and AP automation. Channel Messages Posted messages read for archiving or written to broadcast record changes.
Sales Orders Order documents created from e-commerce and CRM systems, read back for fulfillment status. Chats & Chat Messages 1:1 and group chat content read under protected-API access for compliance use.
Invoices AR and AP billing documents synced for payment tracking and CRM visibility. Team Members & Users Membership synced with identity, HR, or CRM ownership data.
Purchase Orders Procurement documents exchanged with supplier-facing systems. Online Meetings Meeting records synced with scheduling and CRM activity timelines.
Stock Items Inventory master data with quantities shared with external sales channels. Tabs & Installed Apps App configuration read to audit or provision team workspaces.
What ships with Acumatica ⇄ Microsoft Teams

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Acumatica or Microsoft Teams 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 Teams record.

Observability

Monitoring

Track your Acumatica ⇄ Microsoft Teams 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 Teams.

How the Acumatica and Microsoft Teams 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 Teams

Integration surface
REST API (Microsoft Graph)
Authentication
OAuth 2.0 via Microsoft Entra ID; reading message content at scale requires Microsoft-approved protected-API access
Change detection
Graph change notifications (webhooks) for messages and membership; delta queries on some resources
Capabilities
read · write · webhooks
How it works

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

    Choose tables

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

Acumatica and Microsoft Teams 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.

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:

Related integrations

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

Popular · 8 of 386
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