Acumatica ConnectorEnterprise ERP & Field Service Management Excellence
MobiWork’s Acumatica integration seamlessly connects your field service operations with your ERP, creating a streamlined workflow across your business, eliminating silos and providing a foundation for growth:
- Enable a seamless data exchange between the field and the back office to ensure total financial and operational alignment
- Eliminate manual data entry and redundant administrative tasks to drastically reduce errors and overhead
- Accelerate execution time by automating the flow of work orders, parts, and labor directly into your financial workflows
- Gain real-time visibility into project profitability and costs, allowing for more informed decision-making and faster billing
The result is enhanced efficiency, shorter billing cycles, reduced operational costs, and peak organizational performance.
Integration Flows
MobiWork’s Acumatica connector provides a secure and scalable integration between the Acumatica and the MobiWork web-based back-end platforms:
Integration Points: Records
The diagram below provides an overview of the key records that are integrated between the two platforms:
Integration Points: Transactions
The diagram below provides an overview of the key transactions that are integrated between the two platforms:
Manual and Automated Synchronizations
The MobiWork Acumatica connector automatically adds "Import from Acumatica" and "Export to Acumatica" actions so that you can manually sync customers, parts, vendors, invoices, quotes, etc. between MobiWork and Acumatica at any time, giving you full control over the synchronization process:
In addition to manual synchronization, the MobiWork Acumatica connector can be configured to automatically synchronize entities and/or transactions, ensuring both systems stay aligned without manual effort. For instance, when a MobiWork invoice is set to the "Customer Invoiced" status, it can be pushed automatically to Acumatica (and if the customer doesn’t exist in Acumatica yet, it will also be automatically created).
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