SERVICETRADE X ACUMATICA
One Record, Synced with Acumatica
Customers, invoices, purchasing, and timecards move between ServiceTrade and Acumatica, so your field and accounting teams work from the same records. No double entry, no rebuilding approved work at month-end.
How Data Moves
Customers and Locations
Companies
Customers
Locations
Locations
Contacts
Contacts
Customer Status
Customer Status
Contracts
Contracts or Projects
Offices
Offices
Warehouses
Warehouses
Accounts Receivable
Jobs
Jobs
Invoices
AR or SO Invoice
Invoice Line Items
Invoice Line Items
Taxes
Calculated Taxes
Invoice Number
Invoice Number
Payments
Payments
Purchasing and Inventory
Library Items
Stock and Non-Stock Items
Job Items
Job Items
Vendors
Vendors
Purchase Orders
Purchase Orders
Request PO in ST Mobile
Issue PO
PO Receipts
PO Receipts
Truck Stock / Warehouses
Invoice Line Assignment
Invoices
Inventory Consumption
Technicians and Timecards
Technicians
Employees
Labor Item or Clock Event Timecards
Timecards
Labor Items
Non-Stock Items
Additional Rows
Configurable
Earning Types
RT / OT / DT or Union Rates
Configurable
Non-Stock Items
One-time Configuration
Service Lines
Linked
Service Lines
Job Status
Linked
Job Status
Item Types
Linked
Item Types
Job Type
Linked
Job Type
Terms
Linked
Terms
Testimonial
“Running my business with ServiceTrade and Sage Intacct has reduced my days of sales outstanding by 80%!”
Key Benefits
Key Benefits of the ServiceTrade and Acumatica Integration
One Customer Record, Zero Rework
Customers and locations stay in sync between both systems, and you control which data moves, so records stay accurate without re-keying.
Invoices Land Ready to Release
Invoices flow from ServiceTrade into Acumatica ready to release, or release automatically, so your accounting team stops rebuilding work it already approved.
See Profitability by Segment
Subaccounts can be simple or calculated from ServiceTrade dimensions, with accounts and cost codes driven by items, offices, job types, and more.
Jobs Tie to Project Accounting
ServiceTrade jobs connect to Acumatica project accounting, with flexible options to match the level of detail your finance team needs.
Purchasing and Inventory Stay in Acumatica
Issue POs from the field in the ServiceTrade mobile or web app, and keep truck stock and warehouses aligned across both systems without manual GL entries.
Approved Time Flows to Payroll
Timecards created and approved in ServiceTrade post to native Acumatica timecards, ready for any payroll provider that works with Acumatica, including RT, OT, DT, and union rates.
FAQs
common questions
What data flows between ServiceTrade and Acumatica?
ServiceTrade and Acumatica share customers, locations, and warehouses both ways. Invoices, invoice line items, payments, and job data flow from ServiceTrade into Acumatica, while vendors, items, and calculated taxes flow back to ServiceTrade. With PartsManager in use, purchasing and inventory movements connect as well.
Do I need an existing Acumatica account?
Yes. The integration connects your existing Acumatica environment to ServiceTrade. During setup, your data mapping is configured to match your customers, items, jobs, and accounting structure.
Can the integration match my Acumatica setup?
Yes. Integration options are defined in the preferences page, and no custom code is required when you decide to change them, so the integration adapts as your business changes.
How does field work show up in Acumatica reporting?
Service lines, offices, and job types map to your Acumatica account and subaccount structure, so finance can report by segment without re-coding records by hand.