With GUMU™ for Salesforce – Acumatica Integration
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
360° Authorization Control
Data Import
Easy Data Promotion
Product Master Management
Special Addons
Benefits You’ll Gain from Salesforce – Acumatica Integrations
Drive Sales Excellence with GUMU™ Salesforce – Acumatica Integration
About Greytrix
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
-
Infinite Peripherals
Mobile & Tech
Revolutionizing Operations with GUMU™ Salesforce Integration
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Vacuum Engineering & Materials
Semi-Conductor
Redefining Customer Services for Vacuum Engineering & Materials
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Hanan Products
Food Industry
Transforming Financial Data – with Sage 100 & Salesforce Integration
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Vortex
Sport Optics Distribution
Simplifying Sales Workflows of Vortex Canada With Salesforce Greenfield Services
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Servest
Facilities management / Real Estate
Transforming Sales Efficiency – Servest’s Salesforce Integration
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
Contact Us
Testimonials
When I launched my Acumatica practice, one of my long-time contacts at Greytrix reached out to share that they were starting a cloud ERP practice as well, offering services similar to their work with legacy ERP systems. Given our history, I was thrilled to learn this. As we were both new to Acumatica, it took some time to establish the same rhythm we had developed with the Sage applications.
Today, several years into our Acumatica collaboration, I’m happy to say that the Greytrix Acumatica team has become an invaluable extension of our own. We rely on them for a high volume of enhancements and customizations each month and are consistently pleased with their results. We greatly value this partnership and look forward to growing and strengthening it in the years to come.
& Salesforce Admin, NewView Oklahoma
Administrator, SAM Medical
Milton's Craft Bakers
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
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.
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.
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
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.
Salesforce
Partner
FAQ's
Is the integration real-time?
Yes. All major objects sync instantly without batch delays.
Can we control what data flows between systems?
Absolutely. Every field and object can be configured based on business needs.GUMU™ removes these friction points with a streamlined, reliable integration flow.
Do we need to leave Salesforce to view ERP data?
No. Critical Acumatica insights can be accessed directly inside Salesforce.
How does GUMU™ for Salesforce–Acumatica integration help connect CRM and ERP data?
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.
How does GUMU™ for Salesforce–Acumatica integration improve business efficiency?
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.
What type of data can be synced through GUMU™ for Salesforce Acumatica integration?
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.
Does GUMU™ support real-time data synchronization?
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.
Can GUMU™ be customized to fit specific business workflows?
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.
How secure is GUMU for Salesforce Acumatica integration for financial and customer data?
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.
How much does GUMU™ for Salesforce–Acumatica integration cost?
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.
Still Have Questions?
Contact Us
Testimonials
When I launched my Acumatica practice, one of my long-time contacts at Greytrix reached out to share that they were starting a cloud ERP practice as well, offering services similar to their work with legacy ERP systems. Given our history, I was thrilled to learn this. As we were both new to Acumatica, it took some time to establish the same rhythm we had developed with the Sage applications.
Today, several years into our Acumatica collaboration, I’m happy to say that the Greytrix Acumatica team has become an invaluable extension of our own. We rely on them for a high volume of enhancements and customizations each month and are consistently pleased with their results. We greatly value this partnership and look forward to growing and strengthening it in the years to come.
& Salesforce Admin, NewView Oklahoma
Administrator, SAM Medical
Milton's Craft Bakers



