Best Acumatica integrations for enhanced business operations

Acumatica integrations connect your ERP system with other business applications to automate workflows and keep your data in sync across the company. When set up right, these connections eliminate manual data entry, reduce errors, and give everyone access to real-time information.

This guide covers the top Acumatica integrations that help businesses streamline operations, improve accuracy, and accelerate growth.

Why Acumatica integrations matter for business growth

Acumatica integrations allow your ERP system to share data automatically with your other business applications. Without these connections, your team deals with operational challenges:

Manual data transfers waste valuable time and inevitably introduce errors and different departments can't see what's happening elsewhere in the business. These disconnects slow down operations, increase costs, and ultimately limit your company's growth potential.

Connecting Acumatica to your other systems directly solves these issues. Your team can stop copying data between applications and everyone operates with current information, not day-old exports. Companies that effectively connect their systems see concrete improvements like faster order processing, accurate inventory counts, and quicker month-end closes.

8 integration types that boost Acumatica efficiency

Acumatica connects with virtually every part of your business. These nine integration types tend to deliver the biggest productivity gains by automating workflows and improving data accuracy. Each connection solves specific problems and delivers distinct benefits.

Expense management platforms: Acumatica connects with corporate card and expense management platforms to automate expense reporting and financial workflows. These integrations eliminate manual expense entry, speed up reimbursements, and provide better control over corporate spending.

CRM and marketing tools: Acumatica integrates with customer relationship management and marketing platforms to create a unified view of customer interactions. These connections sync customer data automatically, streamline lead-to-cash processes, and give sales teams visibility into order history and financial data.

Ecommerce platforms: Acumatica connects with online store platforms to link your web sales with back-office operations. These integrations update inventory in real-time, automate order processing, create unified customer profiles, and deploy pricing updates across all channels automatically.

Business intelligence tools: Acumatica integrates with BI and reporting platforms to turn your ERP data into actionable insights. These connections create dashboards that refresh automatically, enable cross-functional analysis, and make complex data accessible to non-technical users through interactive visualizations.

Document management systems: Acumatica connects with e-signature and document management platforms to streamline document workflows. These integrations speed up contract processing, create comprehensive audit trails, automate document indexing, and ensure teams work with current document versions.

Shipping and logistics: Acumatica integrates with shipping platforms to streamline fulfillment processes. These connections automate label generation, provide real-time tracking information, enable rate shopping across carriers, and attach proof of delivery documentation to order records automatically.

Tax compliance solutions: Acumatica connects with tax automation platforms to handle complex tax calculations and reporting. These integrations determine tax rates automatically, calculate taxes in real-time during transactions, prepare automated filing, and provide audit defense support with documentation.

Marketing automation platforms: Acumatica integrates with marketing and sales platforms that provide lead generation and campaign management. These connections track the complete customer journey, sync marketing results with financial data, and help measure campaign ROI more accurately.

Top Acumatica integrations that drive business value

The following integrations represent the top connections that enhance Acumatica's capabilities while delivering clear business benefits. These solutions solve common operational challenges, improve efficiency, and provide strong return on investment.

1. Ramp - Expense management and corporate cards

Ramp is a comprehensive corporate card and expense management platform that helps businesses control spending, automate expense reporting, and gain real-time visibility into financial operations. The platform combines intelligent corporate cards with automated expense management tools to streamline financial workflows.

When integrated with Acumatica, Ramp creates a seamless connection between expense management and your ERP system. This includes:

• Easily import all fields, including dimensions, from Acumatica to ensure comprehensive transaction coding
• Sync data in real time, including cash purchases, bills, and transfers
• Build rules in Ramp to automate coding, approvals, and transaction reviews
• Sync default vendors and create new vendors from Bill Pay
• Manage each entity within one Ramp instance

This integration enables businesses to achieve faster month-end closes, improve expense policy compliance, and gain better control over corporate spending.

2. Salesforce - Customer relationship management

Salesforce is a leading customer relationship management (CRM) platform, offering comprehensive tools for managing sales processes, customer interactions, and marketing campaigns. The platform provides extensive functionality for lead management, opportunity tracking, and customer service operations.

The Salesforce-Acumatica integration creates a unified view of customer interactions by connecting sales activities with financial and operational data. It:

• Syncs Acumatica data directly into Salesforce to give Sales and Marketing teams a unified, real-time view
• Equips account executives with instant access to updated customer and transaction data, helping them close deals faster and deliver better service

Organizations benefit from streamlined lead-to-cash processes, improved sales forecasting accuracy, and enhanced customer service capabilities.

3. Shopify - Ecommerce platform

Shopify is an ecommerce platform that enables businesses to create and manage online stores with comprehensive tools for product management, order processing, and customer engagement. The platform supports businesses of all sizes with scalable ecommerce solutions and an extensive app ecosystem.

Integrating Shopify with Acumatica connects your online storefront directly with your back-office operations. In more detail:

• Acumatica’s native connection with Shopify syncs key data—products, inventory, customers, orders, and fulfillment—so merchants can manage operations in Acumatica
• Shopify gives users control over storefront design with customizable themes and low-code or code-level editing
• Built-in tools like Shopify Flow and Launchpad support custom automation, while localized storefronts and app extensibility allow for global growth

The connection enables omnichannel retail operations with seamless data flow between online and offline sales activities.

4. Microsoft Power BI - Business intelligence

Microsoft Power BI is a comprehensive business intelligence and analytics platform that transforms raw data into actionable insights through interactive dashboards, reports, and visualizations. The platform integrates with numerous data sources and provides self-service analytics capabilities for users across the organization.

The Power BI integration with Acumatica allows for:

• The ability to access and share data online from multiple devices
• Advanced query optimization where teams can build responsive dashboards and accelerate decision-making without compromising performance

Organizations gain the ability to create executive dashboards, scorecards, and detailed operational reports without relying on IT resources.

5. DocuSign - Document management

DocuSign is an electronic signature and digital document management platform that enables secure, legally binding electronic signatures and automated document workflows. The platform streamlines contract processes and reduces the time required for document approval and execution.

When integrated with Acumatica, DocuSign automates document workflows by connecting contract management with financial and operational processes. The integration:

• Send documents for signature directly within Acumatica, including the ability to initiate and track e-signature requests for sales orders, bills, contracts, and more
• Create envelopes, manage document status, and access all signature activity through DocuSign Central
• Works seamlessly across CRM, Financials, Distribution, and other core Acumatica modules to support document-based approvals

This integration accelerates contract cycles, improves compliance through automated audit trails, and reduces administrative overhead associated with document management.

6. ShipStation - Shipping and fulfillment

ShipStation is a comprehensive shipping and fulfillment platform that helps businesses streamline their shipping operations through automated label generation, rate comparison, and tracking management. The platform integrates with multiple carriers and provides tools for optimizing shipping costs and delivery times.

The ShipStation-Acumatica integration creates an efficient fulfillment workflow by automatically transferring order information for shipping processing. The integration:

• Enhances base ERP functionality with advanced tools like GL consolidation, automatic revenue recognition, sub-accounts, and intercompany accounting
• Provides a centralized, cloud-based solution for managing multi-channel shipping and fulfillment workflows efficiently
• Helps businesses gain visibility across online, retail, and telesales operations

Businesses achieve faster order fulfillment, reduced shipping costs through carrier rate optimization, and improved customer satisfaction through accurate tracking information.

7. Avalara - Tax compliance and automation

Avalara is a comprehensive tax compliance platform that automates sales tax calculations, reporting, and filing across multiple jurisdictions. The platform maintains current tax rates and rules for thousands of taxing jurisdictions and provides tools for managing complex tax compliance requirements.

Integrating Avalara with Acumatica automates tax determination and compliance processes by calculating accurate taxes in real-time during order entry and invoicing. The integration:

• Offers rapid onboarding, low-lift setup, and out-of-the-box functionality
• Delivers audit-ready performance and a unified dashboard to manage everything from tax rates and returns to licenses and exemption certificates
• Scales easily and ensures consistent performance across jurisdictions

The integration provides confidence in tax accuracy while eliminating manual tax research and calculation. Businesses operating in multiple jurisdictions particularly benefit from automated tax determination and centralized compliance management.

8. HubSpot - Marketing automation and CRM

HubSpot is an integrated marketing, sales, and service platform that provides comprehensive tools for lead generation, marketing automation, and customer relationship management. The platform offers extensive capabilities for content management, email marketing, and sales pipeline management.

The HubSpot-Acumatica integration connects marketing and sales activities with financial and operational data to create a complete view of the customer journey. The integration:

• Automatically syncs records between Acumatica CRM and HubSpot
• Provides out-of-the-box field mappings that can be customized using Operations Hub Starter
• Allows businesses to use filters on HubSpot lists or Acumatica CRM fields to control what data is synced, helping keep systems clean and aligned with your team’s needs

This integration enables marketing teams to track campaign ROI more accurately while sales teams gain access to comprehensive customer financial histories.

Measuring integration success and ROI

Measuring the success of Acumatica integrations requires establishing clear metrics and benchmarks before implementation. Organizations should track both operational improvements and financial benefits to demonstrate return on investment.

Key performance indicators typically include process automation rates, data accuracy improvements, time savings in manual tasks, and error reduction. Financial metrics should also include cost savings, revenue improvements, and efficiency gains across integrated processes.

In short, regular monitoring and optimization ensure that integrations continue to deliver value over time. Organizations should establish ongoing review processes to identify optimization opportunities and ensure that integrations adapt to changing business requirements.

Integrate Acumatica with Ramp

Acumatica gives businesses flexibility and control through its cloud ERP platform. When paired with Ramp, finance teams gain even more leverage—automating spend management, expense tracking, vendor payments, and reimbursements while keeping financial data in sync. The integration ensures smoother workflows, less manual entry, and faster closes.

Ramp and Acumatica make modern finance easier—for teams ready to scale with fewer headaches.

Get started with Ramp’s Acumatica integration.