How Acumatica partners can refer clients for AI data licensing

Acumatica partners can earn a reward by introducing US clients with 50+ full-time employees at peak and years of ERP history to SourceX, which handles inventory, rights review, buyer contact and delivery. The partner introduces the owner or CFO and never exports, uploads or describes client records.

Why an Acumatica partner is well placed to make this introduction

You already sit across the table from the people who can say yes. An ERP implementation or support engagement puts you in regular contact with the owner, CFO or controller, and you know which systems a client runs, how long the history goes and who maintains the exports. That is exactly the information an introduction needs.

This page is written for implementation partners, resellers and consultants in the Acumatica ecosystem. SourceX is not affiliated with or endorsed by Acumatica; the page describes a referral program open to anyone.

SourceX runs the licensing side so the client does not have to: sourcing, rights review, buyer contact, delivery and payment. The client keeps ownership; the data is licensed, not sold.

Which Acumatica clients fit?

Clients in distribution, construction, manufacturing, field services and professional services are the likeliest fits. Several of those are favored supplier industries because their records show real multi-step work: quotes, orders, approvals, exceptions and payments.

Signal in the client	What to look for	Why AI buyers care
Headcount	50+ full-time employees at peak, contractors excluded	Enough staff generate connected records
Operating history	Several years of documented operations, including a legacy ERP the client migrated from	Long histories show how decisions and processes evolved
Transaction depth	Purchase orders, sales orders, receipts, invoices, project cost entries, change orders	Structured steps with outcomes make workflow examples
Surrounding systems	CRM, email, shared drives, support or field tools, a warehouse or project system	Connected systems show whole workflows, not fragments
Rights	Records created by the client, no third-party restrictions that block licensing	Buyers need clean rights before delivery

Strong companies often run 10-15+ systems. If the client kept an archived pre-Acumatica system, mention it: archived systems and 5-10+ year histories help.

The ledger screen: five questions before you raise it

Use this quick screen on your own client list. If one answer is a clear no, park the client.

Size: does the client have 50+ full-time employees at peak, counting staff but not contractors?
History: are there several years of records, and does the old system's data still exist somewhere?
Breadth: beyond the ERP, how many systems hold business records?
Ownership: are the records the client's own, or do they mostly belong to the client's customers or a parent company?
Sponsor: can you reach the owner, CEO, CFO or another authorized representative?

The company fit checker runs a preliminary, non-binding version of this screen and asks for no contact details.

When to raise it in an Acumatica engagement

Moment	Why it works	What to ask
Migration from a legacy ERP	Old data is about to be archived or retired	Is a complete copy of the old system being kept, and where?
Go-live review	The owner is looking at what the new system gives them	What else does the business hold that has value outside operations?
Annual support renewal	You already speak with the sponsor	Is anyone exploring new income from existing assets?
Acquisition integration	The client absorbs another company's records	What happens to the acquired company's archive?
Exit or succession planning	An owner is thinking about what the business is worth	Would a licensing outcome fit before a sale?

An owner who is about to retire a system is the best moment to ask, because an export preserved now may not exist later.

A practical way to prepare is to note, per client, the go-live year, any prior ERP and whether its database was archived. That takes a few lines in your account notes, and it is the same information the client's data inventory will later ask for.

How the introduction works without touching any data

You make the introduction; you never handle the records. After that, the work splits like this.

Stage	Who acts	What happens
Introduction	You	Share your referral link or submit the client through the referral form, with basic fit information only
Qualification	SourceX	Checks size, history, data breadth and rights
Inventory	Client	Lists each system, years of history and what can be exported
Price and terms	SourceX and client	One all-in price; nothing is binding until the client signs
Buyer review	AI labs and data buyers	Once the client is deal-ready, buyers typically respond within about two weeks
Close and delivery	SourceX and client	Data is delivered under redaction rules the client agreed to; the client is paid once, typically within about 60 days of invoicing after the buyer selects the data
Your reward	SourceX	Paid after SourceX receives its own payment

Never export, upload or describe confidential records, including ERP extracts, even to illustrate a point.

What to say to the client

The introduction email builder can draft a tailored version.

How rewards work for an ERP partner

Partners earn 25% of the eligible platform fees SourceX actually collects from the referred company's licensing deals, capped at $100,000 cumulative per referred company. The reward becomes payable only after the buyer pays and SourceX receives its fee; a lead, meeting or signed agreement alone does not trigger payment, and no reward is guaranteed. It is a share of SourceX's fee and is never deducted from what the client receives. Read the rewards page and program terms for current detail.

ERP partners may earn recurring revenue from licenses and support, so a fee share on a one-time transaction works differently; see one-time referral reward vs recurring revenue share. For role definitions, see channel partner vs referral partner.

If you resell Acumatica under a partner agreement, read it for conflict or exclusivity language, and tell the client plainly that you may receive a reward for the introduction.

When not to bring it up

Park the client if any of these is true:

Headcount peaked below the 50+ full-time employee baseline.
The ERP mostly holds a third party's data, such as a 3PL's customers' inventory, without their consent.
The records are mainly consumer personal information with no licensing basis.
The legacy system was deleted and no export survives.
The data has already been licensed for AI training.
You only know the bookkeeper, not an owner or executive.

Next step

Pick one client with a long history and a reachable owner, run the ledger screen, then register as a partner. If you are mapping several clients, the network opportunity finder and the who qualifies page help you prioritize. Clients can also apply directly at sourcex.si/apply using your referral link.

Step 1Share your linkSend your personal link to a company you know.
Step 2Company appliesThe company applies itself at /apply.
Step 3Buyer selects and paysThe buyer selects and pays for the data and SourceX receives its fee.
Step 4You get your rewardYour share of SourceX fees becomes payable.

Common questions

Do I need to be an Acumatica certified partner to join the SourceX program?

No. Anyone can join from any supported country; there is no requirement to hold a vendor certification. Your value is access to a client's owner and knowledge of its systems. Check your own reseller or partner agreement, though, for any clause on outside compensation or conflicts.

Will SourceX ask me to pull data out of a client's ERP?

No. Partners make introductions and give basic fit information only. The client works directly with SourceX on the inventory, rights review, redaction rules and delivery, and nothing is delivered without an executed agreement and the company's authorization.

What if my client migrated off its old ERP years ago?

It can still qualify if the data still exists. Archived systems and long histories help. The main question is whether anyone can still export the old records and whether the client owns the rights to license them.

Does a construction or distribution client need to be technical to qualify?

No. The company needs 50+ full-time employees at peak, several years of documented operations, rights to license the data and an authorized sponsor. The inventory step is designed for operations and finance leaders, who list systems and what can be exported.

Can a client that is being acquired still qualify?

Yes. Operating, acquired and wound-down companies can all qualify if the data still exists. If a court, trustee or buyer controls the assets, that party must be involved before anything proceeds, and nothing is binding until the company signs.

Free resources

Cash flow calculator — A 12-month cash forecast with shortfalls highlighted.
Referral earnings calculator — Hypothetical partner earnings with the per-company cap.
Cash conversion cycle calculator — DIO, DSO, DPO and the cash conversion cycle.
All free tools · MCP resource center

By SourceX Partnerships Team · Published 2026-10-09 · Updated 2026-10-09

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