EazyPlano

ERP · Onboarding connector

EazyPlano + Acumatica

Stock items, sales and inventory from Acumatica for distribution and retail editions.

Data flows

What moves between the systems

Item master: SKUs, UPC/GTIN, pack size, case quantityAcumatica → EazyPlano
Sales history by store / customer and weekAcumatica → EazyPlano
Item cost and price for marginAcumatica → EazyPlano
Stock on hand and on orderAcumatica → EazyPlano
Opening orders and replenishment lines from a planogramEazyPlano → Acumatica

How it connects

Technical approach

  • Contract-based REST API
  • Generic inquiries for sales history
  • OAuth 2.0 connected application

The Acumatica connector is configured by our team for each customer during onboarding: we agree which fields and stores to read, set up authentication with the least access needed, map your categories and units, and schedule the sync. Until it is live, the same data can come in as files.

Questions

Acumatica and EazyPlano

Do we need to change anything in Acumatica?

No changes to your setup. We need an account or key with read access to the data listed above (and write access only if you want orders sent back).

How long does setup take?

The timeline is agreed during onboarding and depends on access and how custom your data is. Files can be used from day one meanwhile.

Is our data safe?

Data travels over HTTPS, is kept per workspace, and cost and margin are never shown in share links or exports for stores. See Security & data.

Related

See it on your shelves.

Send us a fixture list and a few months of sales. In the demo you’ll see planograms for your own stores — not a sample file.