---
title: 'Aptean Southware + Salesforce'
url: 'https://www.staging38.commercient.com/product/aptean-southware-salesforce/'
date: '2026-06-19T11:19:42-04:00'
modified: '2026-06-19T11:19:42-04:00'
author: 'Aaron Torres'
excerpt: 'Commercient SYNC connects Aptean Southware to Salesforce, giving your team access to Aptean Southware data directly within Salesforce. No complex coding required.'
featured_image: 'https://www.staging38.commercient.com/wp-content/uploads/2026/06/Commercient-Product-Image.webp'
language: en-US
post_type: product
woocommerce:
  price: '0 USD'
  stock_status: instock
  attributes: { Product: SYNC }
---

Commercient connects Aptean Southware and Salesforce, giving sales teams access to ERP customer, order, invoice and inventory data from inside Salesforce. With accurate ERP data in Salesforce, reps spend less time locating account details and more time managing customer relationships.

## What syncs

- Sync Aptean Southware Payments to Salesforce Account Records
- Access Aptean Southware Price Lists from Salesforce
- Sync Aptean Southware Credit Notes to Salesforce
- Import Salesforce Contacts as Aptean Southware Customer Contacts
- Connect Aptean Southware Quotes to Salesforce Opportunities
- Sync Aptean Southware Customers to Salesforce Accounts

## Why Commercient

### Sales order history

Sync Aptean Southware Sales Orders, Invoices and Order History to Salesforce so sales reps can review order status and customer purchase activity without leaving the CRM.

### Product and inventory visibility

Access Aptean Southware Items, Inventory and Price Lists from Salesforce so sales teams can check product availability and provide accurate information to customers.

### Deal-to-order workflow

Connect Salesforce Opportunities back to Aptean Southware as Sales Orders so approved deals can move into ERP fulfilment workflows when included in the integration scope.

### Invoice and payment visibility

Surface Aptean Southware Invoices and Payments inside Salesforce so account managers can review outstanding balances and recent payments alongside their pipeline and customer activity.

## About Aptean Southware

Aptean Southware is an ERP and business management system for wholesale distributors and service organisations, covering inventory, purchasing, sales, service and accounting.

## About Salesforce

Salesforce is a CRM platform for managing sales, service and marketing activities, including accounts, contacts, opportunities, cases and campaigns.

## Frequently asked questions

### Can Aptean Southware Price Lists sync to Salesforce for sales quoting?

Yes, Commercient can sync Aptean Southware Price Lists to Salesforce so sales reps have access to current pricing, discount tiers and customer-specific rates from inside the CRM. Exact mapping depends on project configuration.

### Can Commercient support dashboards or reporting from Aptean Southware data in Salesforce?

Commercient can support surfacing Aptean Southware data inside Salesforce views so teams can build account-level reports using ERP financial and transactional data. Custom dashboards and automated alerts depend on the CRM platform and project scope.

### How is the Aptean Southware and Salesforce integration scoped and implemented?

Commercient scopes each integration project based on the customer's Aptean Southware and Salesforce configuration, the objects to be synced, and the required sync direction. Implementation timelines and supported objects are agreed during the scoping process.

### Can Aptean Southware Sales Orders history sync to Salesforce account records?

Yes, Commercient can sync Aptean Southware Sales Orders history to Salesforce Accounts records so sales reps can review a customer's order activity, status and history from inside the CRM. Exact object mapping and frequency are configured per project.

### What happens if a customer already exists in both Aptean Southware and Salesforce?

Commercient handles duplicate customer matching during implementation using configurable matching criteria such as account name, email or customer code. The matching logic is agreed during the scoping and setup process to prevent duplicate records.