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Connect™

Acumatica + Heartland Integration

Clarity Connect™ integrates Acumatica with Heartland, automating business processes and data sharing. This robust integration connects your critical business systems to automate order processing, inventory management, and customer data synchronization.

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The Challenge

Connecting with Clarity Connect™

Clarity Connect™ links Acumatica and Heartland through automation and data sharing. Integrating these platforms benefits businesses by streamlining processes and connecting front-end and back-end systems.

Considerations when connecting these applications include security, performance, and physical access. We support both SaaS (Cloud) and On-Premises connection types.

Integration Diagram
Solution Illustration
The Solution

Seamless Integration

Our middleware platform ensures robust and reliable data transfer between Acumatica and Heartland.

Implementation Timeline

Go live with Acumatica + Heartland in as little as 2–4 weeks.

A proven, repeatable implementation approach that minimizes risk while getting your team to value quickly.

1

Access Enabled

Secure connections established to both Acumatica and Heartland, with credentials and environments confirmed.

2

Configuration & Mapping

Field mappings, business rules, and workflows configured using visual tools and pre-built templates.

3

Go Live

Launch production-ready integration with monitoring, alerting, and support in place—typically within 2–4 weeks.

Time to Value

2–4 weeks

Typical implementation window from access granted to production go-live for most Acumatica + Heartland deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

Guided by Clarity experts with your team involved at key milestones.

Pricing

Simple, transparent pricing for Acumatica + Heartland.

Start with a single integration pair and scale as your business grows—without surprise fees or transaction penalties.

Connect™ Plan

Clarity Connect

$595 /mo

Billed annually • Includes one production integration pair

  • Unlimited transactions and API calls within fair-use limits.
  • Visual workflow designer and reusable mapping templates.
  • Monitoring, alerting, and access to Clarity’s support team.
View full pricing & options
Innovative & Robust

How Middleware Integration Works

Benefits of Integrating Acumatica

Integrating Acumatica fosters greater efficiency and data accuracy. Automate your critical business processes to deliver consistently outstanding results.

Hover over the steps on the right to see detailed integration points.
Data Mapping

Data Entity Mapping

Explore how data flows between systems with intelligent field mapping and transformation logic.

Next Steps

See Acumatica + Heartland integration in action.

Explore a guided demo, start a sandbox integration, or speak directly with our solution architects about your specific use cases.

Start Free Trial Request Live Demo
Real-World Applications

Integration Use Cases

Explore how the integration behaves in real business scenarios, with clearly defined steps, outcomes, and execution patterns.

Business Value

Key Integration Benefits

Discover the strategic advantages and business value of seamless integration between your systems.

Implementation Timeline

Go live with Acumatica + Heartland in as little as 2–4 weeks.

A proven, repeatable implementation approach that minimizes risk while getting your team to value quickly.

1

Access Enabled

Secure connections established to both Acumatica and Heartland, with credentials and environments confirmed.

2

Configuration & Mapping

Field mappings, business rules, and workflows configured using visual tools and pre-built templates.

3

Go Live

Launch production-ready integration with monitoring, alerting, and support in place—typically within 2–4 weeks.

Time to Value

2–4 weeks

Typical implementation window from access granted to production go-live for most Acumatica + Heartland deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

Guided by Clarity experts with your team involved at key milestones.

Technical Documentation

API Endpoints & Data Logic

Technical details for developers and architects.

Method Endpoint Purpose

⚡ Transformation Logic

  • **Status Mapping**: Convert Heartland payment statuses (e.g., 'Approved', 'Declined', 'Settled') to corresponding Acumatica `Payment.Status` and `DocType` values.
  • **Financial Aggregation**: Aggregate individual POS sales transactions into daily settlement batches before posting as journal entries in Acumatica.
  • **Customer Deduplication**: Implement logic to check for existing customers in Acumatica before creating new ones from Heartland, using email or external ID as a key.
  • **Line Item Parsing**: Parse `lineItems` from Heartland `Order` objects to create individual `SOLine` records in Acumatica, mapping product SKUs and quantities.
  • **Payroll GL Allocation**: Map Heartland `Payroll Record` components (gross pay, taxes, deductions) to specific `AccountID`s in Acumatica's General Ledger, potentially by department or employee type.
  • **PCI DSS Compliance**: Ensure sensitive card data is tokenized by Heartland and never stored or transmitted in raw form by the iPaaS, only referencing tokens or masked data.

🛡️ Error Handling

  • Heartland API downtime leading to payment processing delays.
  • Acumatica API returning validation errors for journal entries.
  • Mismatch in currency codes between systems.
  • Duplicate customer records created due to inconsistent identifiers.
  • Inventory discrepancy between Heartland POS and Acumatica due to race conditions.
  • PCI DSS non-compliance due to improper handling of sensitive data.
Pricing

Simple, transparent pricing for Acumatica + Heartland.

Start with a single integration pair and scale as your business grows—without surprise fees or transaction penalties.

Connect™ Plan

Clarity Connect

$595 /mo

Billed annually • Includes one production integration pair

  • Unlimited transactions and API calls within fair-use limits.
  • Visual workflow designer and reusable mapping templates.
  • Monitoring, alerting, and access to Clarity’s support team.
View full pricing & options
Support & Information

Frequently Asked Questions

Common questions about integration implementation, security, and best practices.

General Integration FAQs

▸ What kind of systems can Heartland integrate with?
Heartland can integrate with a wide range of business systems including ERPs like Acumatica, eCommerce platforms (Shopify, BigCommerce), CRM systems (Salesforce, HubSpot), accounting software (QuickBooks, Xero), HRIS platforms, inventory management systems, and custom applications. This is primarily facilitated through its robust APIs and event-driven architecture, often managed by an iPaaS.

iPaaS Benefits FAQs

▸ How does iPaaS improve Acumatica and Heartland integration?
iPaaS enhances Acumatica and Heartland integration by providing real-time data synchronization, automated transaction routing, centralized error handling, and robust data mapping capabilities. This ensures secure, compliant, and accurate flow of payment, sales, and payroll data between Heartland and Acumatica's accounting and ERP modules, reducing manual reconciliation and improving financial reporting speed and accuracy.

Workflow Automation FAQs

▸ Can I automate my Heartland POS inventory updates with Acumatica?
Yes, absolutely. Using an iPaaS, you can create real-time or near real-time automation workflows to synchronize inventory levels and product data between your Heartland POS system and Acumatica. This prevents overselling, reduces stockouts, and ensures customers always see accurate product availability, streamlining your retail and eCommerce operations.

Security & Compliance FAQs

▸ Are Acumatica and Heartland integrations PCI DSS compliant?
Maintaining PCI DSS compliance is paramount for any system handling payment data. While Heartland itself is compliant, your integration strategy must also adhere to these standards. Using an iPaaS that supports tokenization, secure data encryption (TLS 1.2+), and audited access controls is crucial to ensure end-to-end compliance for all integrated workflows between Acumatica and Heartland, protecting sensitive cardholder data.

Low-Code/No-Code FAQs

▸ How do low-code/no-code tools help with Heartland and Acumatica integrations?
Low-code/no-code tools empower business users and citizen integrators to build, modify, and manage Acumatica-Heartland integration workflows visually, without extensive coding. This accelerates development cycles, reduces reliance on IT, and allows business teams to quickly adapt integrations to evolving needs, such as adding new sales channels, payment methods, or updating accounting rules within Acumatica.

Data Management FAQs

▸ How can I ensure data consistency between Heartland sales and Acumatica accounting?
To ensure data consistency, implement an iPaaS with strong data mapping and validation rules. Define a canonical data model for financial transactions, sales, and refunds. Automate reconciliation workflows that cross-reference data points between Heartland and Acumatica, with AI-driven anomaly detection to flag discrepancies immediately. This ensures your Acumatica General Ledger accurately reflects Heartland sales and settlements.

AI in Integration FAQs

▸ What is AI-augmented integration for Acumatica and Heartland?
AI-augmented integration for Acumatica and Heartland involves embedding artificial intelligence capabilities into your iPaaS workflows. This can include AI for automated transaction validation, anomaly detection for potential fraud in Heartland payments, intelligent data mapping suggestions, and autonomous handling of common exceptions, significantly reducing manual oversight and improving data quality and security across both systems.

Payroll Integration FAQs

▸ Can I integrate Heartland Payroll records directly into Acumatica's General Ledger?
Yes, absolutely. A robust iPaaS can automate the transfer of payroll records from Heartland Payroll directly into Acumatica's General Ledger. This involves transforming Heartland's payroll data (gross pay, taxes, deductions) into appropriate journal entries that debit payroll expense accounts and credit liability/cash accounts in Acumatica, ensuring timely and accurate financial posting of payroll.
Next Steps

See Acumatica + Heartland integration in action.

Explore a guided demo, start a sandbox integration, or speak directly with our solution architects about your specific use cases.

Start Free Trial Request Live Demo
Implementation Timeline

Go live with Acumatica + Heartland in as little as 2–4 weeks.

A proven, repeatable implementation approach that minimizes risk while getting your team to value quickly.

1

Access Enabled

Secure connections established to both Acumatica and Heartland, with credentials and environments confirmed.

2

Configuration & Mapping

Field mappings, business rules, and workflows configured using visual tools and pre-built templates.

3

Go Live

Launch production-ready integration with monitoring, alerting, and support in place—typically within 2–4 weeks.

Time to Value

2–4 weeks

Typical implementation window from access granted to production go-live for most Acumatica + Heartland deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

Guided by Clarity experts with your team involved at key milestones.

Pricing

Simple, transparent pricing for Acumatica + Heartland.

Start with a single integration pair and scale as your business grows—without surprise fees or transaction penalties.

Connect™ Plan

Clarity Connect

$595 /mo

Billed annually • Includes one production integration pair

  • Unlimited transactions and API calls within fair-use limits.
  • Visual workflow designer and reusable mapping templates.
  • Monitoring, alerting, and access to Clarity’s support team.
View full pricing & options
Next Steps

See Acumatica + Heartland integration in action.

Explore a guided demo, start a sandbox integration, or speak directly with our solution architects about your specific use cases.

Start Free Trial Request Live Demo