Ease the stress of data capture by syncing your GoFormz and Acumatica
accounts with a streamlined integration that gives your end users an offline-capable,
mobile-friendly experience, that automates data entry into Acumatica.
Capturing and automating your business data has never been more important. Whether it’s
dynamically pre-populating a service checklist, audit protection through accurate records, or
even tracking your business and labor costs, being able to compile all your business data in one
place is invaluable to your business. Unfortunately, traditional paper-and-pen or spreadsheet
data capture is a hassle and requires manual re-entry into your Acumatica account. In addition
to being time-consuming, these outdated processes can also risk losses through damaged or
missing forms and can disrupt your employees' daily activities.
Bridging this gap is the Acumatica and GoFormz integration, bringing you streamlined data
capture through GoFormz’s digital forms with automated data flow into your Acumatica account.
This powerful connection allows you to take complete control of your data mapping and entry,
customize your workflows, and provide an intuitive, user-friendly interface with offline access to
your entire team. Whether you outsource your development needs, or have an already
over-burdened dev team in-house, this two-way integration makes it easy to configure your
digital forms to capture the exact data you need without being a drain on your developers’ time.
Aligned Architecture for Easier Data Mapping
Leveraging an integration has never been easier. When configuring the integration, it’s easy to
map entities and objects within your Acumatica account to your GoFormz account. And with the
ability to customize permission levels within GoFormz, limiting access to create items is as
simple as creating a user group. Even better, your team can minimize time spent on data entry
by automatically routing all data points from your digital forms into every instance they’re
required in Acumatica. This hands-free sync can populate multiple locations in Acumatica at
once, based on your initial integration connection setup.
Not only can mirrored architecture ensure more accurate data capture, but it can also provide a
better user experience by standardizing communication practices across your teams. No matter
how your Acumatica account is configured, your GoFormz account can utilize the same details
to ensure no project or customer information is lost in translation.
Bi-Directional Communication for Customized Workflows
Data updates from either platform are communicated with a simple sync, making your data
capture faster than ever. With the ability to create customers, projects, and update invoices from
within either system, your field employees will never be left waiting for Acumatica users to
update your account information.
Additionally, office staff will never be delayed by form handoffs or manual data entry at the end
of the day, leading to faster billing for your customers and faster payments for your team.
Utilizing Automated Workflows within GoFormz, you can also ensure that all pertinent third
parties are emailed copies of completed forms in addition to translating data directly to
Acumatica. This can streamline your digital signature capture, approvals, or even safety reviews
and audits for your field teams.
Full-Fledged Form Access Where You Need It
Keep your private Acumatica account secure by limiting access to only the users you need.
GoFormz can provide an additional user access point, allowing your team to see and fill out
forms critical to their job function, without being burdened with additional administrative
information and access. With IT security continuing to be a growing priority for all industries,
your InfoSec team will appreciate the flexibility.
Detailed logs of each form created, completed, submitted, and even signed for approval, mean
you’ll have an audit-worthy record of your data capture. Combined with the benefit of minimizing
passwords and logins required for your team, you can support every employee’s needs,
minimizing the burden on everyone within your business.
Leverage Each Platform to Focus on What It Does Best
Let GoFormz meet your team where they’re at. With a user-friendly, mobile-optimized app native
to iOS, Android, and Windows, your field team can enter form data on the go, whether they’re
using a computer, tablet, or smartphone. Offline and online access means that your employees
are never without their forms on job sites, and the two-way sync can quickly translate that data
once internet connectivity is restored—perfect for teams in remote or out-of-network job sites.
Keep Acumatica as your single source of truth, and leverage its detailed insights, analytics, and
reporting capabilities by populating it with additional data from GoFormz. Pulling rich data types
like GPS points, image and annotation fields, and even legally binding electronic signatures, can
give your Acumatica reporting unmatched detail for better business insights. With control over
automatic or manual data communication, your Acumatica account will always be up-to-date
with the latest information from all your current projects.
Integrations have a way of taking the manual labor and guesswork out of most repetitive tasks,
but with the development time needed to build many of them, they can be resource-intensive
and often left as a “nice-to-have” rather than a “must-have” in your dev sprints. With the
Acumatica and GoFormz integration, however, your development time is kept at a minimum,
while expanding the possibilities for the rest of your team exponentially. This integration
provides more control over user access, a tech stack foundation that communicates quickly and
efficiently, and a device-optimized end-user experience your whole team will love.
