Mapping Salesforce products to Acumatica items begins with Salesforce Product SKU and Acumatica Inventory CD. During import, the connector searches Inventory CD using Product SKU, retrieves the matching item when one exists, and either creates a new item or displays an error when no match exists, depending on the Import Item setting.
The Biz-Tech Services Salesforce Acumatica Connector also stores Salesforce ID, product code, product name, price, and weight on Item Details. This guide focuses on product identity, item creation, stored identifiers, price-book relationships, and missing-item validation. Earlier articles cover setup, configuration, data flow, order import, and inventory allocation.
Salesforce Product Mapping Definition and Prerequisites
The Biz-Tech Services Acumatica Salesforce Connector uses Salesforce Store as the main configuration screen. Item Settings controls whether incoming products can create new ERP items, while Item Details shows synchronized product identifiers and supports synchronization in both directions.
Before mapping products, confirm the intended Salesforce Store record and review Item Settings. Import Item determines whether an unmatched incoming product may create a new item. Add Items in Inventory Sync enables synchronization with source products. Use Numbering Sequence for Product ID Generation can create unique product IDs for new products from a predefined numbering sequence.
The manual does not give a screen ID for Salesforce Store or its related processing screens. It also does not describe a separate item cross-reference screen. The documented identity rule is the Product SKU lookup against Inventory CD.
Salesforce Product Mapping Step by Step
Use this sequence to establish and verify the product relationship.
1 Open Salesforce Store and review Item Settings.
2 Decide whether Import Item should be selected. Select it only when the integration should create an ERP item for an unmatched source product.
3 Confirm that the Salesforce Product SKU contains the value that should match the Acumatica Inventory CD.
4 Decide whether Add Items in Inventory Sync should be selected for the products that need synchronization.
5 If new product IDs must be generated, enable Use Numbering Sequence for Product ID Generation and confirm that the required numbering sequence is defined.
6 Open Item Details and use Load Acumatica items to review the available ERP items.
7 Use Sync all from Salesforce when the documented requirement is to retrieve and create source products in the ERP.
8 Use Sync to Salesforce when the requirement is to create or update ERP items in the CRM platform.
9 Confirm Salesforce ID, product code, product name, price, and weight on Item Details after synchronization.
How Product SKU Matches Inventory CD
The mapping rule documented under Item Settings is direct. The connector searches Inventory CD using Salesforce Product SKU. If it finds a matching Inventory CD, it retrieves that item.
This rule connects a source product to an existing ERP item during import. The manual does not describe trimming, case conversion, leading-zero handling, or punctuation normalization. It also does not define which item wins if more than one record can satisfy the same SKU value.
Item Details displays product code in addition to Salesforce ID and product name, but the source does not say that product code replaces Product SKU in the Inventory CD lookup. Treat Product SKU as the documented identity input and use the other displayed values as review fields.
Import Item and Product ID Generation
When Import Item is selected, new items can be created in Acumatica according to the configured settings. The manual does not name an item type, Unit of Measure, product Item Class, default warehouse, or other item-creation defaults under Item Settings.
When Import Item is not selected, the connector prohibits import and creation unless the corresponding item already exists. If Inventory CD cannot be found from Product SKU, the documented error is The item {0} does not exist in the system. The placeholder represents the value supplied by the process.
Use Numbering Sequence for Product ID Generation applies to a new product ID rather than the Inventory CD lookup. The source says the option automatically generates unique product IDs from a predefined sequence. It does not explain where the sequence is selected, what field receives the generated ID, or how a generated ID interacts with an existing Product SKU.
Item Details and Stored Salesforce Identifiers
The Biz-Tech Services Salesforce Acumatica Integration uses Item Details to show the synchronized item Salesforce ID, product code, product name, price, and weight. Load Acumatica items retrieves ERP items and displays them in the table.
Sync to Salesforce creates or updates ERP items in the CRM platform. Sync all from Salesforce retrieves and creates source products in the ERP. Check All selects all displayed items and clears the selections when used again.
These actions document synchronization direction and stored identifiers, but the source does not define identifier precedence. It does not state whether Salesforce ID, product code, or Product SKU is authoritative after the relationship has been created, or how an ID conflict is resolved.
Cross References Aliases and Item Classes
Cross-Reference Options links selected entities between the two systems. The examples are Payment, Country, and Ship Via. A user selects the relevant checkbox and creates the mapping on the Cross-Reference tab.
The source does not identify products, Product SKU, Inventory CD, Salesforce ID, or product code as cross-reference entities. It does not document alternate IDs, aliases, manufacturer numbers, customer part numbers, or a lookup priority among multiple product identifiers.
Customer Class is documented for new customers created during order import. No product Item Class field or class-based item mapping rule is documented under Item Settings. Do not apply the customer setting to products or infer a product class from price-book membership.
Price Books and Product Relationships
Price Book Details loads source price books based on Last Imported Price Book Date. Salesforce Price Books can add products to a price book and define or update list price. The manual says products must first be included in the standard price book before they are added to another price book.
A source item that already exists in a price book must be brought into Acumatica by importing an order. During order import, the item is automatically added to the corresponding price book. This describes price-book membership after the item relationship is recognized; it does not define an additional SKU alias.
The Export Salesforce Price Books screen exports only items that have been updated or changed. Item Details and the SKU lookup remain the documented places for reviewing product identity, while price-book screens manage list price and membership.
Unmapped Products and Validation Rules
The missing-item error provides the only explicit product-mapping validation message in the manual. It appears when Import Item is not selected and the Product SKU does not resolve to an Inventory CD.
The source does not identify an unmapped-product queue, Unmapped status, retry count, substitute-item option, or product-specific error inquiry. It also does not explain whether correcting a SKU permits the same retrieved order to be imported again or requires a new retrieval.
The Import Salesforce Orders screen retrieves and imports orders but does not document a line-level mapping error workflow. Therefore, do not invent a red-cross action, trace screen, or product exception list for this integration.
Where to Check Your Work
The Biz-Tech Services Salesforce Acumatica Integrator provides these documented checkpoints for product mapping.
1 On Item Settings, verify Import Item, Add Items in Inventory Sync, and Use Numbering Sequence for Product ID Generation.
2 Confirm that Salesforce Product SKU matches the intended Acumatica Inventory CD.
3 Use Load Acumatica items on Item Details to confirm that the intended ERP record is available.
4 After Sync all from Salesforce, confirm that the expected item was retrieved or created.
5 After Sync to Salesforce, confirm that the source product was created or updated.
6 On Item Details, compare Salesforce ID, product code, product name, price, and weight with the intended product.
7 If the missing-item error appears, verify Product SKU and Inventory CD before changing other configuration.
8 For a price-book product, confirm standard price-book membership before adding it to another price book.
9 If a product identifier conflict exists, stop and validate the record manually because the manual provides no precedence rule.
Salesforce Product Mapping Frequently Asked Questions
What field matches a Salesforce product to an Acumatica item?
The documented lookup uses Salesforce Product SKU to search Acumatica Inventory CD. A match retrieves the existing item.
What happens when Product SKU does not match Inventory CD?
If Import Item is selected, the connector can create a new item. If it is not selected, the process displays The item {0} does not exist in the system.
Can the integration generate product IDs?
Yes. Use Numbering Sequence for Product ID Generation creates unique product IDs from a predefined numbering sequence. The manual does not identify the sequence field or explain how the generated ID affects Product SKU.
Does the Cross Reference tab map product aliases?
The Biz-Tech Services Acumatica Salesforce Integration documents Payment, Country, and Ship Via as examples. It does not identify product aliases, Product SKU, Inventory CD, Salesforce ID, or product code as cross-reference entities.
Does Item Class control product mapping?
No product Item Class field is documented under Item Settings. Customer Class applies to customer creation and should not be treated as an item setting.
Where can I see the synchronized product identifiers?
Item Details displays Salesforce ID, product code, product name, price, and weight for synchronized items.
How are products connected to price books?
Products must be in the standard price book before another price book. Products already in a source price book are brought into the ERP through order import and added to the corresponding price book.
Where can I review unmapped products?
The manual does not name an unmapped-product queue or product exception inquiry. Review Item Settings, Product SKU, Inventory CD, Item Details, and the documented missing-item error.
Work With Biz Tech Services Salesforce Mapping
A reliable product relationship starts with a consistent Product SKU and Inventory CD, then uses Item Details to confirm Salesforce ID and the other stored product values. Import Item and product-ID numbering determine how new products are handled, while price-book screens manage membership and list price.
For help configuring and validating the Biz-Tech Services Acumatica Salesforce Integrator, visit https://biz-techservices.com to learn more about Biz-Tech Services and schedule a personalized consultation.
