Integration Guide

Connect SurveyFill to Acumatica ERP

Automate survey distribution, sync responses directly to CRM records, and close the feedback loop without leaving your ERP. Here is everything you need to get connected in under 30 minutes.

Dec 10, 2025 7 min read SurveyFill Team

Why Connect SurveyFill to Acumatica?

When your survey platform and ERP system operate in silos, valuable customer feedback gets trapped. Sales reps never see post-purchase satisfaction scores. Support managers cannot correlate case resolutions with customer sentiment. Connecting SurveyFill to Acumatica eliminates these blind spots.

Automated Triggers

Send surveys automatically when sales orders ship, cases close, or invoices are paid.

Unified Data

Survey responses appear alongside customer records, giving your team a 360-degree view.

Closed-Loop Feedback

Route low-satisfaction responses to the right team automatically through Acumatica workflows.

Prerequisites

Before starting the integration, make sure you have the following in place:

  • Acumatica 2023 R1 or later with the REST API enabled.
  • Administrator access to both your SurveyFill organization and Acumatica instance.
  • SurveyFill Professional or Enterprise plan (integrations are available on paid plans).
  • HTTPS endpoint for on-premise instances (required for secure API communication).

Step-by-Step Setup

1

Generate an Acumatica API Token

Log in to your Acumatica instance and navigate to Integration > Connected Applications. Create a new OAuth 2.0 application with the following settings:

  • • Application Name: SurveyFill Integration
  • • OAuth Flow: Authorization Code
  • • Redirect URI: provided in SurveyFill integration settings

Copy the Client ID and Client Secret. You will need these in Step 3.

2

Open SurveyFill Integrations

In SurveyFill, navigate to Organization Settings > Integrations and click Add Integration. Select Acumatica ERP from the list of available connectors. The integration wizard will open with a step-by-step configuration flow.

3

Authenticate the Connection

Enter your Acumatica instance URL (e.g., https://yourcompany.acumatica.com), along with the Client ID and Client Secret from Step 1. Click Authorize to complete the OAuth handshake.

You will be redirected to Acumatica to approve the connection. Once approved, SurveyFill securely stores an encrypted refresh token so the integration stays connected without requiring you to re-authenticate.

4

Map Data Fields

The field mapping screen lets you connect SurveyFill contact fields to their Acumatica counterparts. Common mappings include:

SurveyFill Field Acumatica Field
Respondent Email Contact > Email
Respondent Name Contact > Display Name
Company Customer > Customer Name
Survey Score Activity > Details (or custom field)

You can also create custom field mappings for any user-defined attributes in Acumatica.

5

Configure Automation Rules

Automation rules define when surveys are sent and what happens with the responses. Set up triggers based on Acumatica events:

Sales Order Shipped -- Send a post-purchase satisfaction survey 3 days after delivery.
Support Case Closed -- Trigger a CSAT survey immediately when a support case status changes to Closed.
Invoice Paid -- Request feedback on billing experience after payment is received.
New Customer Onboarded -- Send an onboarding experience survey 7 days after account creation.
6

Test and Activate

Before going live, use the built-in test mode. Click Send Test Survey to trigger a sample survey through the integration pipeline. Verify that:

  • The survey email arrives with the correct respondent details.
  • The response appears in both SurveyFill and the Acumatica customer record.
  • Field mappings populate correctly in Acumatica.

Once verified, toggle the integration status to Active. The integration will begin processing events in real-time.

Supported Acumatica Objects

SurveyFill can read from and write to the following Acumatica entities. This allows you to trigger surveys from any business process and store feedback directly on the relevant record.

Customers & Contacts

Trigger surveys for customer accounts and their associated contacts.

Sales Orders

Send post-purchase surveys triggered by order status changes.

Support Cases

Measure support satisfaction when cases are resolved or escalated.

Leads & Generic Inquiries

Survey leads during qualification or use custom Generic Inquiries as triggers.

Troubleshooting Common Issues

Authorization fails with "Invalid redirect URI"

Ensure the Redirect URI in your Acumatica Connected Application matches the URL shown in SurveyFill exactly, including the trailing path. Copy the URI from SurveyFill and paste it into Acumatica without modification.

Surveys are not being triggered

Check that the integration status is set to Active and that the Acumatica webhook endpoint is reachable. For on-premise instances, verify that your firewall allows outbound HTTPS connections to SurveyFill servers. Also confirm that the Acumatica user associated with the integration has sufficient permissions for the objects you are tracking.

Responses are not appearing in Acumatica

Verify that your field mappings include a matching identifier (usually email) so SurveyFill can locate the correct Acumatica record. Check the integration log in SurveyFill for any sync errors with detailed error messages.

Token expired or "Unauthorized" errors

OAuth tokens refresh automatically, but if the Acumatica Connected Application is modified or the API user password changes, the token may become invalid. Re-authorize the connection from SurveyFill Settings to generate a fresh token.

Frequently Asked Questions

Does SurveyFill support Acumatica Cloud and on-premise?

Yes. SurveyFill connects to both Acumatica Cloud (SaaS) and on-premise instances through the standard Acumatica REST API. On-premise deployments require the API endpoint to be accessible over HTTPS from SurveyFill servers.

What Acumatica objects can SurveyFill sync with?

SurveyFill can sync with Customers, Leads, Contacts, Sales Orders, Support Cases, and custom Generic Inquiries. Response data can be written back as Activities or custom fields on any of these objects.

Is the integration real-time or batch?

Survey triggers are near real-time via webhooks. When an event occurs in Acumatica (such as a case being closed), the survey is dispatched within seconds. Response sync back to Acumatica is also near real-time, with responses appearing on the relevant record within moments of submission.

Do I need developer skills to set up the integration?

No. The integration wizard walks you through every step with a point-and-click interface. No coding or custom API work is required. However, you will need administrator access to both SurveyFill and Acumatica to configure the connection and set the appropriate permissions.

Key Takeaways

  • Six steps, under 30 minutes. The entire setup from API token to active integration can be completed without writing a single line of code.
  • Automate survey distribution. Trigger surveys from Acumatica business events like shipments, case closures, and payments.
  • Keep feedback in context. Survey responses sync directly to the relevant customer, order, or case record in Acumatica.
  • Works with Cloud and on-premise. The integration supports both deployment models through the standard Acumatica REST API.

Related Resources

AI

AI Transforming Survey Design

How artificial intelligence is reshaping the way organizations create and optimize surveys for better response rates.

 Analytics

NPS vs CSAT

Understand the differences between Net Promoter Score and Customer Satisfaction Score and when to use each.

 Compliance

GDPR Survey Data Guide

Everything you need to know about collecting, storing, and processing survey data in compliance with GDPR regulations.

Ready to Connect Your ERP?

Start collecting customer feedback directly from your Acumatica workflows. Set up the integration in under 30 minutes.

Get Started Free → Browse Resources →