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Add the Acumatica Connector

Authenticate to Acumatica

After you add the connector, you need to set the required properties. URL: Enter the base URL that you use to access your Acumatica account (for example, https://Domain.acumatica.com/entity/). supports authenticating to in several ways. Select your authentication method below to proceed to the relevant section that contains the authentication details.

Basic

OAuth

OAuth Implicit

To connect via implicit OAuth flow, specify the following properties:
  • Auth Scheme: Select OAuthImplicit.
  • OAuth Client Id: Enter the client Id that you were assigned when you registered your application with an OAuth authorization server.
  • OAuth Client Secret: Enter the client secret that you were assigned when you registered your application with an OAuth authorization server.

OAuth Password

  1. For the OAuthPassword scheme, specify these settings:
    • User: Enter the username that you use to authenticate to the Acumatica server.
    • Password: Enter the password that you use to authenticate to the Acumatica server.
    • OAuth Client Id: Enter the client Id that you were assigned when you registered your application with an OAuth authorization server.
    • OAuth Client Secret: Enter the client secret that you were assigned when you registered your application with an OAuth authorization server.

Complete Your Connection

To complete your connection:
  1. Specify the following properties:
    • Schema: Select your schema and specify the appropriate settings for the schema type.
      • OData: This schema uses the Acumatica OData API and is used to query Acumatica generic inquiries. Enter the name of your company or tenant in the Company field.
      • (Default) REST: This schema (the default) uses the Acumatica REST contract-based API. Specify these settings for REST:
        • Endpoint Version: Enter the version of your Web Services endpoint. The default version is 17.200.001.
        • (Optional) Endpoint Name: Enter the name of your Web Services endpoint. The default name is Default.
        To locate the endpoint version and endpoint name for your Acumatica instance:
        1. Log in to Acumatica in a web browser.
        2. Select System Management > Integration > Web Service Endpoints. The Web Service Endpoints contains a list of all available endpoints.
        3. Locate your endpoint in that list and click it. Each endpoint entry contains columns for its endpoint name and version.
  2. Define advanced connection settings on the Advanced tab. (In most cases, though, you should not need these settings.)
  3. Connect to to connect to your account.
  4. Click Create & Test to create your connection.

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