Acumatica integration + automation

Acumatica integrations couldn’t be easier with the Tray Platform’s robust Acumatica connector, which connects any services without the need for separate integration tools.

Acumatica

Acumatica integrations made easy

Make your resource planning and management hyper-efficient with quick and easy Acumatica integrations. Using our 100% visual, drag-and-drop builder, any business user can rapidly build custom Acumatica integrations, without relying on IT support. You can flow data across your entire tech stack and bi-directionally sync Acumatica with any data source, including FTP, webhooks, flat files (such as CSVs), email, and all of your go-to tools (even using data within custom fields).

Need an Acumatica connector? With the low-code Tray Platform, you don’t need technical experience to build integrations that sync mission-critical financial data across your teams and tools, make inventory and supply-chain tracking reliable and easy, and drive higher ROI. Take full control of your data to maximize process efficiency and workplace productivity.

Go further by streamlining production planning and resource management with powerful, multi-step Acumatica automation. You can build your own custom, automated workflows to shift energy typically spent on manual tasks toward realizing strategic business goals. Boost customer retention, drive more-effective collaboration across teams, and close the gap between analysis and action with Acumatica and the Tray Platform.

Powerful + flexible Acumatica automation

Auto-process orders and payments, scale out payroll, order handling, and record keeping, and trigger follow-ups to customers, team-members, and key shareholders with powerful Acumatica automation. You can use the Tray Platform to connect Acumatica with all your favorite tools, including your CRM, HR information systems, finance and accounting tools, internal chat tools, analytics tools, customer data platform, marketing automation platform, product management platform, and product development tools, making it easy to automate any process.

Our library of pre-built connectors, data-helpers, and custom logic operators empowers you to build custom, automated workflows that meet your exact needs. You can connect Acumatica with any of your other systems at the API level and kick off limitless operations on any custom trigger. You can sync orders from your CRM in real-time to streamline quote to cash processes. You can extract, transform, and load your ERP data to unlock data-driven insights in your analytics stack.

Whether you work in HR, finance, project management, marketing, sales, growth, revenue operations, product development, e-commerce, IT, or any other team within your organization, you can rapidly stand up powerful Acumatica automation that helps you do more, faster. There is no limit to what you can automate with Acumatica and the Tray Platform.

Heavy-duty Acumatica use cases

Business users love using the Tray Platform to easily build custom Acumatica integrations. Power users rely on our platform to handle heavy-duty jobs that process billions of events every day. Furthermore, our elastic, serverless architecture makes it easy for you to scale your processes as your data needs evolve, giving you the ability to work with unparalleled agency and flexibility.

Need to dynamically input and update payroll details for your entire company throughout the employee lifecycle? Need custom Acumatica automation to handle end-to-end e-commerce payment processing? Need to bi-directionally sync sales and revenue data between Acumatica and your CRM? You can build scalable, sophisticated processes that connect Acumatica with popular tools, including Salesforce, AWS SQS, Smartsheet, HubSpot, Procore, Magento 2, Shopify, Asana, and Intercom.

Security experts at leading firms trust our enterprise-grade security. We are SOC 2 Type 2-certified and compliant with data privacy regulations such as HIPAA, CCPA, and GDPR.

Popular Acumatica integrations

Acumatica and Salesforce

Acumatica and QuickBooks Online

Acumatica and ADP Workforce Now

Acumatica and Microsoft Dynamics 365

Acumatica and Stripe

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