Acumatica

Getting Started with Acumatica

Is there a demo?

Here is a demo:

What touchpoints do you support?

Here is what we support:

  1. Sync orders as sales orders to Acumatica.
  2. Sync customers from your selling channel to Acumatica.

For other touchpoints, contact us.

How do fields map for sales orders to Acumatica?

Here is a list:

Acumatica Connex
Order Type Hard coded to SO for sales order.
Order Nbr Uses auto generated number. Contact us.
Status Not mapped, can be mapped. Contact us.
Date Order Date
Requested On Order Date
Customer order number Order number
Currency Currency
Customer Matches by name or company.
Email Email
Phone Phone
Billing address Billing address
Shipping address Shipping address
External Ref. No Contact us. Not mapped.
Total Discounts Discount
Total Tax Contact us. Not mapped yet.
Order Item - Inventory ID Matches to product SKU.
Warehouse Hardcoded to main. Can be changed. Contact us.
Line Description Line Description
Quantity Quantity
Unit Price Unit Price
   

 

How do I connect Acumatica and Connex?

Here are the steps:

Register your app with Acumatica

1. Create a new app

Login to your Acumatica account and go to the "Integration" page from the navigation menu.

Acumatica Integration page

If you can't find the Integration page, you can click on "More Items" and then click on "Integration" from the menu.

Acumatica More Items Integration page

Now click on the Connected Applications under the "Preferences"

Acumatica Connected Applications

2. Enter app details

Enter your application's registration information:

  • Client Name - Enter a meaningful application name that will be displayed to your users. Most of the time, this should be your company's name.
  • Flow - Select Authorization Code
  • Refresh Tokens - Select Sliding Expiration and Infinite on Absolute lifetime. Enter 15 Days for Sliding Lifetime
  • Redirect URI - Click on REDIRECT URIS and add https://unify.apideck.com/vault/callback as the redirect URI. This is the default redirect URI for Connex.

3. Generate Client Secret

Next to redirect URIs, navigate to the SECRETS section and click on Add shared secret

Add a description and select an expiry time.

Note: Select a long expiry time to avoid having to re-authorize the app with new credentials in short periods of time.

4. Generate Client ID

Click on the save icon to generate a new Client ID. Copy the Client ID and save it for later use.

5. How to find your Instance URL

Your instance URL will be in the format: https://yourinstance.acumatica.com/entity/DEFAULT/20.200.001

Base URL of your Acumatica instance should look like below:

Acumatica Base URL

To find the correct version for your instance URL, navigate to Web Service Endpoints under the Integration page.

Acumatica Instance URL Example

After adding your selling channel, enter your credentials into Connex.