The Acumatica Gmail integration allow users to streamline efficiencies working from their Gmail account, including the creation of service or sales orders, contact class, and opportunities. Easily create new contacts, opportunities, leads directly from Gmail and synchronize directly to Acumatica. Email bodies and attachments are also saved back into Acumatica.
Leads and Contacts Search. For any email in a Gmail mailbox, search for a lead or contact in Acumatica that matches the sender’s email for the incoming email or recipient’s email for the outgoing email.
Case or Opportunity Creation. For matching contact or lead record, information is displayed from Acumatica allowing the user to create a Case or Opportunity record and log the activity to be accessible on the Activities Tab of the Contact or Lead record in Acumatica.
Create AP Bills. Using Acumatica's powerful AI tool—AP Document Recognition engine—automatically create vendor AP bills from a PDF attachment.
Acumatica is a leading innovator in cloud ERP with customers located around the world. Acumatica ERP delivers adaptable cloud and mobile technology with a unique all-inclusive user licensing model, enabling a complete, real time view of your business anytime, anywhere. Through our worldwide network of partners, Acumatica provides the full suite of integrated business management applications, designed to help mid-sized companies thrive in today’s fast-moving markets. With solutions such as the Acumatica Gmail Integration, users can extend and customize their (and even their customer's) ERP experience even further.
Google API Services User Data Policy. Our addon's use and transfer of information received from Google APIs to any other app will adhere to Google API Services User Data Policy, including the Limited Use requirements.