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Set up a connection to Acumatica

Stephen Brandt
Updated

Acumatica is a complete cloud ERP platform that provides solutions for all your business management needs.

Set up a connection

After you start the connection, configure it in the Create connection panel and complete all of the required * authentication settings:

Setting

Instructions

Name your connection * 

Enter a clear and distinguishable name.

Throughout integrator.io imports and exports, you will have the option to choose this new connection. A unique identifier will prove helpful later when selecting it from a list of the connections in your account.

API type * 

Choose your Acumatica account API type:

  • Default: Get REST API provided by Acumatica, to interact with core system functionalities

  • Ecommerce: Get integration with e-commerce platforms connecting an online storefront and Acumatica's financials, inventory, product data, and fulfillment processes.

  • Manufacturing: Get integration, extend, and automate processes related to manufacturing operations.

Mode * 

Select your Acumatica account mode (either Cloud or On-premise). For more information, see Learn about an on-premise agent.

Agent * (for On-premise mode only)

Select an agent from the list.

To connect to an on-premise application, integrator.io requires that an agent be installed on a networked computer.

API version (for Default and Ecommerce API type only)

Select your Acumatica account API version.

Auth type * 

Select your Acumatica account authentication type (either Cookie or OAuth 2.0). 

Instance URI * 

Enter the instance URI shown in your Acumatica account URL. For example, https://try.acumatica.co.

Endpoint name * 

Enter the endpoint name found in your Acumatica account under Web service endpoints. Currently, we are supporting the Default, Manufacturing, and Ecommerce as endpoint names.

Username * 

Enter your Acumatica account username.

Password * 

Enter your Acumatica account password.

Multiple layers of protection, including AES 256 encryption, are in place to keep your password safe. When editing this connection, you must re-enter this value each time; it is stored only when the connection is saved and never displayed as text.

Company 

Enter your Acumatica account name as the company.

OAuth 2.0 client * 

Select the OAuth 2.0 client that stores the client ID and client secret provided to you by Acumatica.

How to retrieve the client ID and client secret 

To add an OAuth 2.0 client and configure your credentials, click the plus (+) button. Click the edit ( edit.svg ) button to modify a selected OAuth 2.0 client. For more information, see  Create an OAuth 2.0 iClient resource.

Scopes 

Scopes are OAuth 2.0 permissions that Acumatica defines to limit access to your account.

How to configure scopes 

How to retrieve the client ID and client secret

  1. Sign in to your Acumatica account.

  2. Navigate to Integrations > Connected applications.

  3. Give a suitable Client name.

  4. Select the OAuth 2.0 flow.

  5. Click Save.

  6. Copy the Client ID.

  7. Click Add shared secret.

  8. Enter a Description.

  9. Copy the Value (client secret).

How to configure scopes

  1. Click Scope.

  2. To access all of the scopes in the API, click the » button.

    – or – 

    Check the scopes you want to add and click the > button.

  3. Click Save.

Caution

Do not add the scope api:concurrent_access. It is unrelated to integrator.io connection concurrency, and it will cause the connection to fail since the expected cookie is not sent along with the token.

Save and authorize

  1. Click Save and authorize to commit your changes and proceed to sign in with Acumatica

  2. After signing in, review the permissions for the integration and click Accept.

Additional references