Accounting | Cloud data | ERP

Acumatica Connector for Smartsheet

Automate orders, quotes, and customer records while improving visibility and process efficiency.

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Key Features

Integrate Acumatica and Smartsheet to bridge ERP data with project and service delivery workflows. Automatically sync sales orders, quotes, customers, and shipping data while keeping both systems aligned. Gain better visibility, streamline operations, and drive efficiency across finance and project management.

Import and create sales orders
Import and create quotes
Import and create customers
Import and create contacts
Load ERP data into dropdown fields
Sync custom fields
Sync shipping data
Syncs header and line-item data
Securely cloud hosted
Fully supported

SAVE TIME

Effortlessly unify your work management systems with your accounting system, improving efficiency and accuracy.

BETTER TOGETHER

Get the most out of Acumatica, while having Smartsheet make your experience even better with world class project and work management.

IMPROVED PROCESSES

Automate your project and service delivery processes in Smartsheet, using data in Acumatica.

By connecting Acumatica with Smartsheet, we’ve finally streamlined how project teams and finance work together. Data flows seamlessly, and we’ve eliminated the delays from manual updates.
Operations Director Manufacturing Company