Integrate Salesforce with Acumatica
The current process involves manual assignment of revenue codes for memberships, courses, etc., a time-consuming task that is subject to inconsistent interpretation and error. Integration would automate this process, reducing time spent entering data and improve the accuracy of our data. We'd also like to sync (or be able use an export-import process) to transfer data from SF to Acumatica.
Please see the IT Planning & Prioritization sheet, https://docs.google.com/spreadsheets/d/1x1_tMuGpZZC4-xxyiDTzALvnbSPn2SJz3FveQQuyfmY/edit?usp=sharing, for where this project is ranked among other projects.
Include Account and Activity coding on sales force accounting revenue reports and intergrated upload to accounting software