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Set up a connection to MYOB Acumatica

MYOB Acumatica (previously MYOB Advanced) is a cloud-based ERP platform tailored to meet the needs of medium to large businesses, especially those looking to scale operations and gain more flexibility than standard accounting software typically offers.

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.

Auth type * 

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

Instance URI * 

Enter the instance URI shown in your Acumatica account URL. For example, if https://demo.myobadvanced.com/entity/Default/18.200.001 is the base URI, then the instance URI would be demo.myobadvanced.com.

Endpoint name * 

Enter the endpoint name found in your MYOB Acumatica account.

Endpoint version * 

Enter the endpoint version found in your MYOB Acumatica account.

Username * (for Cookie auth type only)

Enter the username for your MYOB Acumatica account.

Password * (for Cookie auth type only)

Enter the password for your MYOB Acumatica account.

Multiple layers of protection are in place, including AES 256 encryption, to keep your connection’s password safe. When editing this form later, you must enter this value again; it is stored only for a saved connection.

Company

Enter the company name for your MYOB Acumatica account.

Locale

Enter the locale for your MYOB Acumatica account.

OAuth 2.0 client * 

Select the OAuth 2.0 client that stores the client ID and client secret provided to you by MYOB 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 Slack defines to limit access to your account.

How to configure scopes

How to retrieve the client ID and secret

  1. Sign into your MYOB Acumatica account.

  2. Navigate to Integration > Preferences > Connected applications.

  3. Leave Client ID blank for a new app, or search for an existing app.

  4. Provide a Client name.

  5. Leave Active checked.

  6. Choose Authorization code for the OAuth 2.0 flow.

  7. In the Secrets tab, click Add shared secret.

  8. Copy the 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.

Save and authorize

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

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

Additional references