Tap into Business Automation

With GUMU™ for Salesforce – Acumatica Integration

Tap into Business Automation

With GUMU™ for Salesforce – Acumatica Integration

Salesforce - Acumatica Integration

Say goodbye to errors and manual workflows and embrace efficiency that elevates customer engagement. This integration solution allows you to seamlessly synch key modules like customer data, order history, and payment details for a comprehensive customer view. Integrating Acumatica with Salesforce through GUMU™ also allows you to respond faster and boost upselling and cross-selling opportunities. You can also enhance customer retention with real-time data insights – from both Salesforce and Acumatica, into customer behavior, preferences, and needs.

It’s your opportunity to refine your customer management strategies with powerful data analytics and steer your business toward long-term success. Try it today!

Key Features of Salesforce – Acumatica Integration

Bi-Directional Data Sync

Configure field mappings to fit your business needs and sync data across systems, maintaining a consistent and unified view.

360° Authorization Control

Securely access ERP data in real time by assigning role-based permissions through the Security Matrix to protect sensitive information.

Data Import

Schedule imports, identify potential errors beforehand, and view live updates through a graphical, user-friendly dashboard.

Easy Data Promotion

Easily push custom fields with default values to ERP and use bulk promotions for a clear, unified data view.

Product Master Management

Check stock and warehouse details via the product inquiry screen for optimal ERP pricing. Product bundling simplifies inventory and sales processes.

Special Addons

Enhance operations with add-ons like Vendor & Purchase Order Management, Sales, AR, AP, and Credit Promotion to streamline key processes.

Benefits You’ll Gain from Salesforce – Acumatica Integrations

Effortless Installation

Our integration specialists manage every aspect of the setup process, delivering a smooth and stress-free experience from start to finish.

Comprehensive Support

Our support team is available 24/7, year-round, to address your concerns and keep your system running smoothly.

Enhanced Efficiency

Transfer data from Salesforce CRM to ERP seamlessly, optimizing data management, workflow automation, and overall business performance.

Intuitive Interface

GUMU™ Integration, built on force.com, provides a simple and user-friendly solution for a smooth and effective experience.

Drive Sales Excellence with GUMU™ Salesforce – Acumatica Integration

About Greytrix

Greytrix is a trusted partner in designing, implementing, and integrating a transformation experience into your business with Salesforce solutions. With over a decade of experience, we have deep expertise and resources to integrate Salesforce with ERP systems like Acumatica, delivering streamlined workflows and seamless data flow that enhance business efficiency. Our GUMU™ integrations are the best value for money and are designed specifically for your business to achieve its full potential through innovation and automation.

What are your perks with us?

Trusted Deliverables

Certified & Skilled Resource

Minimal Downtime

Data Accuracy & Security

Scalability

On-Going & Post-Deployment Support

Case Study

  • SAM Medical

    Medical
    Leading the future of Healthcare Industries With GUMU™ for Salesforce Integrations

  • Hanan Products

    Food Industry
    Transforming Financial Data – with Sage 100 & Salesforce Integration
     

  • Vortex

    Sport Optics Distribution
    Simplifying Sales Workflows of Vortex Canada With Salesforce Greenfield Services

  • Servest

    Facilities management / Real Estate
    Transforming Sales Efficiency – Servest’s Salesforce Integration

FAQ - Greytrix

It’s quick and hassle-free! Our dedicated team will guide you through the entire process and tailor it to meet your specific business needs.

No! GUMU™ is a safe and secure integration platform that synchronizes and transfers data between Salesforce and Acumatica without storing it.

Definitely! You can customize the integration to fit your specific process and workflows. Our team works closely with you to ensure the integration solution perfectly aligns with your business needs.

Yes! We offer ongoing support to ensure that you leverage the Salesforce – Acumatica integration to its fullest.

GUMU™ is an indigenous framework that requires minimal IT intervention once the integration is set up.

Absolutely! The integration supports multi-currency and multi-company setups, making it easier for you to cater to diverse markets.

Our Customers

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Testimonials

Bidirectional sync Validated data Fully Automated

Salesforce and Acumatica synchronized across data, logic, and workflows.

Bring Salesforce and Acumatica together and give your teams the clarity and control to manage sales, orders, and operations efficiently. 

GUMU™ integration connects Salesforce and Acumatica, enabling validated, two-way data synchronization across customers, orders, inventory, billing, and projects for smoother business workflows.

Shopify Integration for Salesforce

Sync Smarter Sell Faster Scale Effortlessly

 Explore a new way of controlling your eCommerce data with GUMU™ for Salesforce–Shopify Integration. Sync orders, customers and inventory across platforms in real time.
Eliminate manual updates and simplify workflows, and keep your sales, operations, and service aligned without leaving Salesforce.

Bidirectional sync Validated data Fully Automated

Salesforce and Acumatica synchronized across data, logic, and workflows.
Salesforce manages pipeline, opportunities, and customer interactions. Acumatica governs orders, inventory, billing, and project accounting. GUMU™ establishes a bidirectional, event-driven integration between Salesforce and Acumatica, synchronizing records at the field and process level, applying validation logic, and updating both systems instantly as transactions occur.

Why choose GUMU™ for Salesforce and Acumatica

GUMU™ is designed to make Salesforce and Acumatica operate as one connected system, not two tools exchanging data. It ensures that every customer interaction, from lead creation and opportunity management to order processing, invoicing, and payment runs on the same, up-to-date information. Sales teams see real-time financial context inside Salesforce, while finance teams gain visibility into pipeline and customer activity directly from Acumatica. Data moves automatically, accurately, and with built-in validations to prevent mismatches or incomplete records.

What you get with GUMU™

Instant access to financial + customer context inside Salesforce, without switching systems.

Clear, consistent data across teams so information never feels fragmented or outdated.

Work that moves forward, not repeated — enter information once and it travels across both systems.

A smoother quote-to-order flow with fewer handoffs, cleaner pricing, and quicker approvals.

Decisions driven by current numbers, not outdated sheets or screenshots.

GUMU™ keeps the data connected so your teams can stay focused on revenue — not reconciliation work.

Core Features

That Power the Connection

Bidirectional Data Sync

Salesforce and Acumatica update each other in (near) real time. No manual exports, no version mismatches, no waiting on update or manual action.

360° Customer & Financial View

Sales gets real-time credit, invoice, and payment data; finance gets pipeline and forecast visibility all in their own systems.

Account, Order & Invoice Alignment

Accounts, quotes, orders, products, and invoices stay consistent across both platforms, eliminating re-entry errors.

Workflow-Aware Data Orchestration

Route CRM ERP data based on processes or teams, supporting custom objects, rules, and validations without disrupting existing flows.

Instant Quote to-Order Flow

Create quotes and orders in Salesforce with ERP-verified pricing and logic, ensuring accurate commitments.

Audit Logs & Monitoring

Track every sync event with context so IT and ops get full visibility into data movement and system health.

Embedded Acumatica Insights

View ERP-level financial and order information inside Salesforce without switching screens.

Secure & Scalable Architecture

Encrypted, role-based, API-first design built to scale across entities, volumes, and multi-company operations.

GUMU™ Salesforce–Acumatica Integration in Action

GUMU™ connects Salesforce CRM and Acumatica ERP
through a straightforward, fully-governed workflow:

Connect your Salesforce and Acumatica instances via the GUMU™ connector.

Preview and validate records before they sync across platforms. 

Convert Salesforce opportunities into Acumatica quotes, orders, or customers with a single click.

Configure field and object mapping to control how data flows between both systems

Access invoices, orders, credit status, contacts, and opportunities in real time inside Salesforce. 

Monitor sync activity, success rates, and data flow health through the interactive Show Stats dashboard. 

1

Connect your Salesforce and Acumatica instances via the GUMU™ connector.

Configure field and object mapping to control how data flows between both systems


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3

Preview and validate records before they sync across platforms.

Access invoices, orders, credit status, contacts, and opportunities in real time inside Salesforce.


4
5

Convert Salesforce opportunities into Acumatica quotes, orders, or customers with a single click.

Monitor sync activity, success rates, and data flow health through the interactive Show Stats dashboard.


6

Connect your Salesforce and Acumatica instances via the GUMU™ connector.

Configure field and object mapping to control how data flows between both systems

Preview and validate records before they sync across platforms. 

Access invoices, orders, credit status, contacts, and opportunities in real time inside Salesforce. 

Convert Salesforce opportunities into Acumatica quotes, orders, or customers with a single click.

Monitor sync activity, success rates, and data flow health through the interactive Show Stats dashboard. 

Drive Sales Excellence with GUMU™ Salesforce – Acumatica Integration

Smarter Salesforce–Acumatica Integration

GUMU™ unifies Salesforce CRM and Acumatica ERP into one connected workflow. Powered by Greytrix’s integration engine, it synchronizes customers, orders, invoices, pricing, and financial records automatically. With real-time insights, secure data exchange, and configurable sync rules, teams stop juggling systems and start working from one reliable source. The result is faster decisions, fewer errors, and a revenue cycle built on clarity, accuracy, and collaboration. 

Operate with clarity, not guesswork

View live sync health, validate data flow, and manage permissions from one
centralized dashboard designed for precision and oversight.

About Greytrix

Greytrix is a trusted Salesforce and ERP integration partner with over two decades of experience helping businesses connect to their front-and-back-office systems. With 2,000+ customers and 1,000+ successful global projects, we specialize in building solutions that bridge data, automate workflows, and simplify complex operations.

As a long-standing Salesforce Partner, Greytrix combines technical expertise with real-world business understanding to deliver integrations that work — secure, scalable, and tailor-made. Our flagship GUMU™ Integration Platform powers seamless connections between Salesforce and applications like Shopify, ensuring your teams have unified data, valuable insights, and total visibility across every channel.


From implementation and customization to post-deployment support, we go beyond configuration. We partner with you to create smarter, connected ecosystems that drive customer satisfaction, improve operational efficiency, and fuel business growth.

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FAQ's

Yes. All major objects sync instantly without batch delays. 

Absolutely. Every field and object can be configured based on business needs.GUMU™ removes these friction points with a streamlined, reliable integration flow.

No. Critical Acumatica insights can be accessed directly inside Salesforce.

GUMU™ acts as a secure, bi-directional bridge that connects Salesforce’s customer-facing workflows with Acumatica’s operational and financial data.
It unifies accounts, orders, pricing, inventory, financials, and more — ensuring both systems reflect the same, consistent information without manual intervention.
Sales teams work with accurate operational data, and operations work with real customer insights. No silos. No duplicate systems.

Efficiency improves the moment your teams stop waiting for updates.
With GUMU™, quotes, orders, customer updates, pricing rules, and inventory changes flow instantly between Salesforce and Acumatica.

GUMU™ supports a wide catalogue of synchronized objects, including:

  • Customers & contacts
  • Items, price lists & inventory availability
  • Opportunities, quotes & sales orders
  • Shipments, invoices & payment status
  • Notes, attachments & custom fields
    Because GUMU™ is built on a flexible mapping framework, sync lists can be extended based on industry or project requirements.

Yes.
GUMU™ supports near real-time sync, allowing Salesforce and Acumatica users to access the latest data whenever a record changes.
This means sales can quote using live inventory visibility, and operations can process orders the moment they are approved — without batch delays or overnight updates.

Absolutely.
Every organization has unique pricing rules, approval matrices, field structures, and operational touchpoints. GUMU™ is designed to adapt to these needs through:

  • Custom field mapping
  • Conditional sync logic
  • Extended modules
  • Role-based sync controls
  • Validation rules based on your business logic
    Instead of forcing businesses to change their processes, GUMU™ molds itself around them.

Security is foundational to GUMU™. The integration uses encrypted APIs, secure authentication, role-based permissions, and does not store customer or financial data outside your CRM/ERP environments. All data travels safely between Salesforce and Acumatica using enterprise-grade security practices, making it suitable for industries with strict compliance expectations.

Pricing is project-specific and depends on:

  • Number of modules to be integrated
  • Data volume and frequency
  • Required customizations
  • Workflow complexity
  • Support and enhancement needs
    Greytrix provides transparent, scoped pricing after assessing your workflows, ensuring you pay only for the integration depth you need — no unnecessary add-ons.

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