Monday.com Integration for Acumatica ERP

Connect your Acumatica ERP with Monday.com to create a single source of truth for project management. This native integration lets your operations and project teams stay perfectly aligned — without manual data entry, duplicate records, or toggling between systems.

When a project is updated in Acumatica, Monday.com reflects it instantly. When tasks change status, dates shift, or new work is added, everything flows through automatically.

What it does:

• Sync Projects to Monday.com — Export Acumatica projects directly to your Monday.com workspace boards, including all key project properties: customer, status, start/end dates, budget, margins, and more
• Sync Project Tasks — Export individual project tasks independently or as part of a full project sync, at any project or task status
• Two-way control with ForceSync — If changes have been made in Monday.com and you need to revert to the Acumatica source of truth, the ForceSync button on the Projects and Project Tasks forms restores alignment instantly
• Automated sync on Save — No manual export steps required; synchronization triggers automatically whenever a project or task is saved in Acumatica
• Flexible export scenarios — Use the Export by Scenario form for one-off exports, or configure scheduled incremental synchronization between systems
• Easy configuration — Set up the Monday.com data provider in minutes using your Monday API URL and security token; field schema mapping for projects and tasks is pre-built and ready to go
• Expert support included — Configuration assistance and ongoing support are included

Who it's for:

This integration is built for Acumatica users whose project teams rely on Monday.com for task management, reporting, and collaboration. It eliminates the disconnect between ERP data and day-to-day work management, giving operations managers, project leads, and leadership a unified, real-time view without leaving their preferred tools.