Acumatica data export: what records show how work was done?

What does an Acumatica instance hold that is worth noticing?

A mature Acumatica tenant holds years of sales orders, purchase orders, approvals, inventory movements, project records and service cases in one connected database. For a referral partner, the point is not the software but the shape of the history: orders that move through approval, change, fulfillment and invoicing leave a trail of decisions with outcomes.

This page gives ERP consultants and CFOs a metadata-level view. It does not describe exporting anything, and partners never handle the records themselves.

Which Acumatica records show how work was done?

Value rises when these modules are linked, because one customer issue can be followed from quote to service case to credit memo.

How far back does the history usually go?

It goes back to go-live and any data migrated at that time, so a company on the platform for six or seven years often has six or seven years of connected transactions. Earlier history may sit in a prior ERP or in spreadsheets. The SAP Business One and Epicor Kinetic briefs describe the same question for those platforms. Ask the sponsor when the system went live and what came across.

What are the export and retention realities?

Keep this generic and confirm with the company's administrator. Retention depends on how the tenant was configured, whether archiving was enabled, and what the subscription or hosting agreement says. Before an introduction, a partner only needs to know whether someone at the company can run exports and who that person is. Never ask for the records themselves.

Related decisions come up around disposal. If the company is trimming old data, point the CFO to the pre-disposal review checklist first.

The 5-question Acumatica spot check

• How long has the tenant been live, and was history migrated in?
• Which modules are in use beyond finance: distribution, service, projects, manufacturing?
• Do approvals run in the system, or by email outside it?
• Who administers it, and can they run exports?
• Do the records mainly belong to the company, or to customers who supplied specs and pricing under confidentiality?

A yes on the first four and the right answer on the fifth puts the company in good shape to run through the company fit checker.

Which companies on Acumatica tend to fit?

Acumatica clients are often in industries SourceX favors: wholesale distribution, light manufacturing, construction, professional services and technology resellers. The wholesale distribution page covers the records that matter most there. The baseline is still US companies with 50+ full-time employees at peak (contractors excluded), several years of documented operations, rights to license the data and an authorized sponsor.

What are the common pitfalls?

The data inventory worksheet approach helps the company list systems and records. Consultants who run implementations can raise this at a post-go-live review or an upgrade.

How does an Acumatica client move from conversation to introduction?

1. At a post-go-live review or upgrade planning session, you ask the five spot-check questions and hear the answers.
2. If they hold, you send the owner or CFO your referral link, or submit the referral form with basic company details only.
3. SourceX then runs its own qualification on size, history, data breadth and rights.
4. The company's administrator and SourceX list modules and years of history in a data inventory. Nothing is exported by you.
5. Price and terms are agreed, and nothing binds until the company signs.

Partners earn 25% of the eligible platform fees SourceX actually collects from the referred company's licensing deals, capped at $100,000 per referred company. The reward is paid only after the buyer pays and SourceX receives its fee; an introduction, meeting or signed agreement alone does not trigger payment, and no reward is guaranteed. It is never deducted from what the company receives. Check your own firm's rules on referral fees before registering, and see the year-end planning guide for a natural moment to raise the topic. ERP consultants can start from the ERP consultant page.

What should a consultant avoid saying?

Avoid promising that a particular module, customization or number of years will lead to a deal. SourceX qualifies each company on its own facts, and buyers decide what they want. Avoid asking the client to send screens, reports or sample records, because partners never handle confidential records. And avoid describing any export procedure as simple: the company's administrator and SourceX agree the approach during the inventory, and the company authorizes everything before delivery.

Next step

Pick one Acumatica client with six or more years of history and run the spot check above. If it holds, register as a partner and make the introduction, or have the owner apply at sourcex.si/apply. The who qualifies page lists the full baseline.