ERP & Inventory
Connect Acumatica
The B2B quoting layer for your Acumatica Cloud ERP.
Overview
Acumatica + TackQuote
TackQuote connects to Acumatica Cloud ERP through its contract-based REST API so quotes are built from live stock items and accepted quotes are written back as Acumatica sales orders. Item, price, and inventory data refresh on a two-hour scheduled pull plus an on-demand refresh, and sales orders and customer records are created the moment a quote is accepted.
TackQuote connects to Acumatica via OAuth 2.0 against the contract-based REST API. Items and inventory refresh every two hours; sales orders are pushed on acceptance.
Before you start
What you'll need
- Acumatica Cloud ERP with the contract-based REST API enabled
- OAuth 2.0 connected application registered
- Integration user with item, customer, and sales order access
- TackQuote Pro plan or above
Setup
How to connect Acumatica
Register a connected application
In Acumatica, register a connected application (OAuth 2.0) and note the client ID and secret. Assign an integration user with the right roles.Connect in TackQuote
Authorize via OAuth in TackQuote Integrations → Acumatica and select your company/branch. TackQuote begins the item sync.Map items and order defaults
Confirm price class and warehouse mapping and set the sales order type and defaults used on acceptance.Go live
Build quotes from live Acumatica items. Accepted quotes create sales orders and matched customers automatically.
Capabilities
What you get
Stock Item Sync
TackQuote pulls Acumatica stock items, prices, and units of measure into the quote builder on a scheduled cadence.
Sales Order Creation
Accepted quotes create Acumatica sales orders with items, quantities, customer, and terms mapped across.
Customer Sync
TackQuote matches buyers to Acumatica customers and creates new records when none exist.
Warehouse Inventory
Warehouse-level availability pulls into TackQuote so reps quote against real stock.
FAQ
Acumatica questions
Which Acumatica editions are supported?
TackQuote works with Acumatica editions that expose the contract-based REST API, including Distribution and Manufacturing editions.
What do I need to connect TackQuote to Acumatica?
A registered OAuth 2.0 connected application in Acumatica with client ID/secret and an integration user with item, customer, and sales order access. TackQuote Pro plan or above is required.
How current is the stock data used in quotes?
Item, price, and inventory data refresh on a two-hour scheduled pull plus an on-demand refresh, while sales orders and customers push to Acumatica immediately on quote acceptance.