Customer Synchronization between RMH (Point of sale) and Acumatica

Customer Synchronization between RMH (Point of sale) and Acumatica ensures that customer data is accurately and consistently shared between the two systems. A general approach to setting up this synchronization is as follows:

Customer Synchronization

Customer data fields synchronize between RMH and Acumatica including Customer ID, Name, Contact Information, Address, and Loyalty Points. Populates correct data in these fields to ensure compatibility. Automated Integration like x2x Acumatica-RMH integration uses tools or middleware to automate the synchronization process. Integration offers scheduled jobs to periodically sync data between the systems.

Customer Alignment in x2x RMH-Acumatica Integration

For seamless data exchange between RMH and Acumatica, integration uses customer IDs for transferring sales and collection data and it must exist in both systems. While RMH customer creation automatically creates corresponding Acumatica customers, there are potential scenarios where a customer might exist in RMH but not in Acumatica. Two approaches to handle such situations:

1. Automated Customer Creation in Acumatica

Upload Customer” option in the x2x RMH-Acumatica Integration setup allows automatic creation and mapping of RMH missing customers in Acumatica. There are few consideration for this process as under, according to the business requirement:

• Accounting teams may prefer manual control over customer creation. This might be the reason they opt to disable automatic creation by turning off the “Upload Customer” option in setup.
• Also, disabling automatic creation necessitates the use of an internal process for handling missing customers.

2. Manual Customer Creation Process:

The other scenario is where automatic creation is disabled, in this case an established internal process should be followed to manually create missing customers in Acumatica before processing sales and collection data. So, specific details regarding the internal customer creation process might require further elaboration depending on organization’s specific needs.

Missing Customers

For the transactions to be integrated between RMH and Acumatica, it is imperative that the customer ID being used by the x2x integration to transfer the RMH Sales and Collection data to Acumatica, should exist in Acumatica. This requirement is taken care of creating Acumatica customers in RMH. However, there are situations where the customer gets created on RMH without getting created in Acumatica to handle this situation manual processing required as discussed earlier.

Customer Synchronization between RMH (Point of sale) and Acumatica requires careful planning, execution, and testing. By using the appropriate tools and methods, business can ensure that customer data remains consistent and up-to-date across both platforms. Also, If business operations needs specific advice or examples related to their particular setup, then providing additional details to integration partners help smoothens the process.

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