Acumatica Connection
See the Connector Marketplace topic. Please request your administrator to start a trial or subscribe to the Premium Acumatica connector.
Acumatica is an ERP software that helps businesses manage their operations, finances, and resources in a unified platform.
This topic describes how to authenticate to Acumatica and configure any necessary connection properties in the Acumatica connection connector.
Connection Configuration
Each connection property available in the Acumatica connector is explained below.
Connection Name
The name of the connection to be created should be provided. This is the name that will display on the list of available connections.
URL
The base URL of your Acumatica site.
Example: https://domain.acumatica.com/
Auth Scheme
The type of authentication to use when connecting to Acumatica.
Possible Values
Basic
If Basic is selected, additional configuration parameter will get listed.
User
The Acumatica user account used to authenticate.
Password
The password used to authenticate the user.
OAuth2
Set this to use OAuth2 authentication.
If OAuth2 is selected, additional configuration parameters will get listed.
Client ID
The client ID assigned when you register your application with an OAuth authorization server.
Client Secret
The client secret assigned when you register your application with an OAuth authorization server.
Refresh Token
The OAuth refresh token for the corresponding OAuth access token.
API
Used to specify what Acumatica API to use.
The default one is the REST Contact API. When OData is specified the OData API will be used and all the generic inquires exposed via OData will be dynamically retrieved.
Possible Values
REST
If REST is selected, additional configuration parameter will get listed.
Endpoint Name
The name of the endpoint in Acumatica WebService which you wish to access. You can find available endpoints in Web Service Endpoints form in Acumatica ERP.
Endpoint Version
The version of the endpoint. You can find available endpoints in Web Service Endpoints form in Acumatica ERP and their version under Endpoint Version.
OData
If OData is selected, additional configuration parameter will get listed.
Company
Your Acumatica Company.
Advanced Configuration
This section contains additional configuration parameters.
Include Custom Fields
Setting to true will cause custom fields to be included in the field listing.
After entering all the details, click on the TEST button.
If the connection service identification and authentication details are provided correctly, a success message stating “connection available” is generated.
Click on the CREATE button to save the changes.
If the details are incorrect or the server is down, you will get a message “Connection unavailable”.
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