Integrations · Accounting
ControlBoard and Acumatica
ControlBoard® reads projects, customers and employees from Acumatica, so the schedule starts from the jobs and people your accounting team already keeps. Acumatica stays the system of record. ControlBoard reads on a schedule, matches what it finds to the jobs and people you already have, and keeps the lists in step, so nobody types a new project into two systems.
What flows where
Your system keeps the money. ControlBoard runs the work.
Read on a schedule and whenever an administrator asks.
Acumatica
The ledger, billing, payroll and the records themselves. Acumatica stays the system of record.
Into ControlBoard
- Projects as jobs
- Customers
- Employees as people
ControlBoard®
Schedules the labor and equipment, tells the field, collects the hours and keeps job cost and the forecast live.
Getting connected
Give ControlBoard an Acumatica login that can read projects, customers and employees.
Review the first match against the jobs and people you already have.
Let the scheduled read keep the lists in step.
Common questions
Does ControlBoard change anything in Acumatica?
No. ControlBoard reads projects, customers and employees, and Acumatica stays the system of record for them.
Do we have to set up jobs twice?
No. A new project in Acumatica reaches ControlBoard at the next read, ready to schedule.