Acumatica to Pandadoc

Integrating Acumatica's notorious ERP and Pandadoc (CRM) has never been easier. Plug-in your appliances yourself using the interface of Alumio's notorious iPaaS software.
Plug-in your JSON, XML or EDI files from your customers to your CRM by using Alumio's notorious iPaaS software.
Alumio iPaaS integration platform
Integrate CRM Pandadoc to ERP Acumatica
Integrate ERP Acumatica to CRM Pandadoc
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Acumatica
Pandadoc
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Digitalization

Without Alumio iPaaS

Do not create a tangled IT landscape

Data silos. A lot of custom code or third-party connections result in data silos.

Lack of visibility. Custom solutions have different levels of ability to monitor, which results in notification problems when issues occur.

Negative business impact. Problems are not being notified and are troublesome to resolve, resulting in lost orders and disappointed customers which are detrimental to businesses.

Not secure and compliant. Complex integrations are not conducive to being compliant with privacy regulations nor to establish a secure IT ecosystem.

Stretched timelines. In this complex combination of integrations, it is not possible to add and connect new software to existing software without having a long and expensive IT project.

With Alumio iPaaS

Normalized entity of data

Scalable and interchangeable. Fast and seamless connectivity to apps, databases with simplified data exchange.

Happy customers. Always on top of problems with Alumio's monitoring and notifications cockpit.

Save time for senior developers. You can create 90% of the integrations without the help of senior developers. Meaning they can focus on architecture and custom coding.

Customizable interfaces without compromise. Front office and back office success rely on reliable integrations.

Easily connect legacy software. Connect to older, legacy software without getting headaches.

"Alumio makes us much more responsive, allowing us to provide the most up-to-date product information, regardless of the channel."

Case Studies

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How Reef built a future-proof platform

Reef

Solving complex integrations with Alumio iPaaS in combination with Shopware

Powering expansion through digital transformation

Obelink

Unlocking and unifying data from legacy and homegrown systems.

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How does the Acumatica and Pandadoc synchronization solution work?

We’ve observed their significant growth in the ERP market, the potential they have individually, and the fact that Acumatica and Pandadoc work very well together. Let’s see how easy we could fuse Acumatica to Pandadoc, so you can open up a wild range of possibilities for your business.

why we choose Acumatica

Acumatica is a technology provider that designs browser- and cloud-based enterprise resource planning (ERP) software for small to medium-sized businesses (SMBs).

to fuse to Pandadoc

PandaDoc is a comprehensive digital document solution developed with efficiency in mind. Create, track, send, and electronically sign documents from a user-friendly intuitive platform. You can also boost your CRM with PandaDoc integrations. PandaDoc is the perfect platform to manage all organizational documents in one place, including quotations, proposals, contracts, HR documents, and more. You can easily create media-rich documents and access completed documents from the platform at any time.

Alumio is the leading 'no-code' integration platform as a service for Pandadoc to get Acumatica files imported and connected. As a Symfony iPaaS Alumio opens the door to no-code integration solutions for your business. Alumio's tooling allows you to use and adjust your Acumatica import templates. With Alumio's integration solution, your integration scales with your business needs.

Alumio is the leading 'no-code integration platform as a service for digital commerce. Alumio's iPaaS (Platform as a Service) offers pre-built integration templates for Acumatica and Pandadoc, to kickstart your project and to have your basic integrations up and running in no-time. Alumio's tooling allows you to adjust these pre-built integration templates and to create extra data routes via the user-interface. With Alumio's middleware solution, your integration scales with your business.
How does the "Acumatica - Pandadoc" connector work?

Offer your business an unique integration to arrange the integration and authentication to Magento and SAP.

1 Plug-in Acumatica to Pandadoc API
This connector offers an a unique feature to connect integration to manage the connection and authentication to both Acumatica and Pandadoc.
Plug and play connect Pandadoc API Alumio offers an off the shelf feature to fuse to the API of Pandadoc CRM. Very simple via the interface of Alumio. Plug and play connect!
Plug and play connect Acumatica API The connector connects to the API and arranges all technical stuff such as oAuth2 authentication, requesting refresh tokens, handling security, etc. These pre-built integration templates help you to kickstart your integration because a lot of work is already done.

This connector offers an a unique feature to connect integration to manage the connection and authentication to both Acumatica and Pandadoc, and protocols like sFTP and OCI Punch-out.

Plug and play sync Acumatica files from servers (sFTP) or fuse to OCI Punch-out.

Alumio offers an off the shelf feature to fuse to fileservers when customer pushing the Acumatica files to a file server, to read attachments (Acumatica files) from emails or to fuse the OCI Punch-out protocol. These integrations can be created via the interface of Alumio. Plug and play fuse your Acumatica files

Plug and play fuse Pandadoc API

The connector integrates to the Application Programming Interface of Pandadoc and arranges all techinicalities such as, oAuth2 authentication, requesting refresh tokens, handling security, etc. These connector templates help you to kickstart your integration where a lot of work is already done.

2 Data routes delivered by the Acumatica - Pandadoc
2 Import template for Acumatica formats can be re-used
Connector templates are re-usable working integrations for certain data formats, where the transformers and mappers to adjust the data have been saved as a template. These pre-built integration templates help you to kickstart your integration because a lot of work is already done.

The Acumatica - Pandadoc also delivers a set of data routes (as can be seen in the right column.) Its design studio features allow you to customize data routes to match your specific Pandadoc configuration.

You can create mappings for your Acumatica formats, which can be saved as pre-built integration templates. These templates are re-usable working integrations for certain data formats, where the transformers and mappers to adjust the data can be saved as a re-usable template. These pre-built integration templates help you to kickstart your integrations for other customers because a lot of work is already done.

3 Installation and customization
To test the integration you only need to fill in your credentials for the REST APIs of Acumatica and Pandadoc to activate the integration between Acumatica and Pandadoc.

To test the integration you only need to fill in your credentials for the REST APIs of Pandadoc and, if used, for the OCI Punch-out protocol or used fileserver (sFTP) to active the synchronization between Pandadoc and your Acumatica files.

Plug-in API Acumatica and Pandadoc
Plug-in Acumatica files to the API of Pandadoc
The Acumatica connector template is available for kick-starting your project. Alumio has created a so-called integration template that integrates the Application Programming Interface of Acumatica This API-led integration strategy makes sure that your business benefits from a standardized and optimized integration, that evolves alongside Acumatica Pandadoc. The only thing you have to do is map the data from your other API (endpoint) Pandadoc

The Pandadoc connector for Acumatica automatically synchronizes data entities between Pandadoc and Acumatica. The API-based integration allows for data available in Pandadoc, such as contacts, targets, quotes, deals, notes, and meetings to be connected to Acumatica ERP.

Alumio provides an IT-landscape to get rid of data silos, creates an integration solution ready for future growth, and provides your business with a normalized data entity so that you can fuse any tool any time.

Alumio has created a connector template that integrates to Pandadoc Application Programming Interface and several protocols to export or import Acumatica files. This API-led integration strategy makes sure that your business benefits from a standardized and optimized integration, that evoles alongside the Pandadoc platform. The only thing you have to do is map the data from your Acumatica files. Alumio provides an IT-landscape that eradicates data silos, to create an integration solution ready for future growth, and provides your business with a normalized data entity so that you can fuse any tool at any given time.

Acumatica to Microsoft Dynamics 365 CRM integration.
Acumatica to Salesforce integration.
Acumatica to SugarCRM integration.
Acumatica to Teamleader integration.
Acumatica to Zoho CRM integration.

Integrate Acumatica with anything

Acumatica is a technology provider that designs browser- and cloud-based enterprise resource planning (ERP) software for small to medium-sized businesses (SMBs).

Integrate Pandadoc with anything

PandaDoc is a comprehensive digital document solution developed with efficiency in mind. Create, track, send, and electronically sign documents from a user-friendly intuitive platform. You can also boost your CRM with PandaDoc integrations. PandaDoc is the perfect platform to manage all organizational documents in one place, including quotations, proposals, contracts, HR documents, and more. You can easily create media-rich documents and access completed documents from the platform at any time.

XL-ENZ to Pandadoc integration.
Sage to Pandadoc integration.
SAP to Pandadoc integration.
NetSuite to Pandadoc integration.
Microsoft Dynamics 365 to Pandadoc integration.
Exact to Pandadoc integration.

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