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How do I map and synchronize my data between Corfix and Acumatica?

This article will summarize how your records connect and flow between Corfix and Acumatica, including a detailed table of what information goes where.

Crucial Step: Before you can sync any data, you must ensure the Corfix package is fully installed and published within your Acumatica system. You will need administrator access to both Acumatica and Corfix to complete this setup.

Setting the Right Expectation:

Because this integration involves linking critical operational and financial systems, it is highly technical. It is best practice to configure this integration during your initial Corfix onboarding.

To prevent errors and ensure a successful launch, please do not attempt this setup alone. You must include the following key stakeholders in all communications and setup meetings regarding the integration:

  • Your Corfix Technical Account Manager (TAM): To guide the Corfix side of the connection.
  • Your Internal Acumatica Expert: The person at your company who manages your Acumatica environment.
  • Your Acumatica VAR (Value-Added Reseller): Your external Acumatica implementation partner or consultant.

Additionally, Cost Code mapping must be manually configured inside your Acumatica screens before your timecards will sync with the correct project tasks.

Overview & Explanation

Connecting Corfix to Acumatica allows your field workers and office staff to share the exact same information without ever needing to type it in twice. When you update a project or an employee's details in one system, it automatically updates the other. For daily work like site forms, project notes, and timecards, your field team enters the data into Corfix, and it is securely sent straight into your Acumatica records for easy reporting and payroll processing. As part of this process, the cost codes your workers select in Corfix will automatically match up with specific project tasks in Acumatica, ensuring your labor costs are perfectly categorized.

Integration Mapping Table

Here is a complete breakdown of exactly what information connects between the two systems, which direction the updates flow, and how your cost codes fit into the picture.

Information Type Sync Direction Field in Corfix Corresponding Field in Acumatica
Projects

Two-Way (Updates Both Systems)

Project Name

Summary Tab: Corfix Name
   

Project Number

Summary Tab: Corfix Number
   

Start Date

Summary Tab: Start Date
   

Status

Header: Status
   

Public Description

Header: Description
   

Street Address

Addresses Tab: Address Line 1
   

Street Address Complement

Addresses Tab: Address Line 2
   

City

Addresses Tab: City
   

State/Province

Addresses Tab: State
   

Postal/Zip Code

Addresses Tab: Postal Code
   

Country

Addresses Tab: Country
Employees

Two-Way (Updates Both Systems)

Employee Number

General Tab: Corfix Number
   

First Name / Last Name

General Tab: Corfix Name
   

First Name

Contact Info: First Name
   

Middle Name

Contact Info: Middle Name
   

Last Name

Contact Info: Last Name
   

Phone Number

Contact Info: Phone 1
   

Personal Phone

Contact Info: Phone 2
   

Personal Email

Contact Info: Email
   

Date Of Birth

Personal Info: Date Of Birth
Site Forms

One-Way (Corfix to Acumatica)

Form Details: View

Attached Files
Project Notes

One-Way (Corfix to Acumatica)

Note Title

Activities Tab: Summary
   

Notes

Activities Tab: Body
   

View Note

Activities Tab: Attached files
Timecards & Cost Codes

One-Way (Corfix to Acumatica)

Worker Timecards

Header: Employee
   

Project

Header: Project
   

Timecard Info

Grid Section: Description
    Cost Code Employee Time Activity: Project Task (Note: This mapping must be manually configured in Acumatica)

How It Works (Step-by-Step)

To successfully pass this information between your systems, you must map your cost codes and process your data:

  1. Log into Acumatica and manually configure your Cost Codes so that they match your desired Project Tasks.
  2. Open the Process Data screen in Corfix.
  3. Choose the specific records (like Projects or Employees) that you want to get ready for transfer.
  4. Click the Process or Process All button.
  5. Check the list to ensure your selected records are showing as ready to be moved.
  6. Select the specific items you want to send over.
  7. Click Process one last time to actually move the data. Whenever a timecard is sent during this step, the system will look at your manual configuration and automatically assign the correct Project Task to the employee's time record.
  8. Check your Acumatica screens (such as the Projects or Employees screens) to confirm the information successfully arrived.

Use Cases and Benefits

  • Accurate Labor Tracking: By mapping Corfix cost codes to Acumatica project tasks, your accounting team knows exactly what phase of the job an employee was working on without needing to ask the field supervisor.
  • Keep Contact Information Current: If an employee changes their phone number or address, updating it in one system instantly corrects it everywhere, ensuring your HR files and field rosters always match.
  • Centralize Project Documents: Any safety forms, daily logs, or site photos captured on the job site via Corfix are automatically attached directly to the official project file in Acumatica for safekeeping.