Installation Progress

1. Upload the project into Acumatica
2. Create the source connections
3. Create the destination connection
4. Configure the global variable
5. Import the extractions
6. Import the cube extractions
7. Schedule the extractions
8. Set up the data source in Nectari
9. Configure Acumatica real‑time finance
10. Import the template
11. Build and load the OLAP cubes

Acumatica Real-time Finance

If you are setting up Acumatica real-time finance reports, complete the following steps. Otherwise, continue with the standard setup.

Real-time finance queries Acumatica directly each time a financial report or dashboard loads, instead of relying on the last scheduled DataSync refresh. The data shown always comes from the live Acumatica system.

important

Real‑time finance only works once all Acumatica inquiries have been imported. Complete that step first if you have not already.

Upload the add-on folder

The Real-time Finance add-on contains the generic inquiry that powers on-demand data retrieval. You will find it in the Add-ons folder, inside the Acumatica ERP Projects folder of your installation package on ShareFile.

1. In Acumatica, select Customization. If not visible, click More Items.
2. Under Profiles, select Customization Projects.
3. Click Import.
4. Import NECTARI (2026R1) Real Time Finance Add-on.zip, located at
   Packages\Templates\Templates - Official\20XX Release X\Acumatica\Acumatica ERP Projects\Add-ons
5. Click Upload.
6. In the project list, check the box next to the project.
7. Click Publish.

Create a global variable

DataSync uses a global variable to know where your Acumatica server lives. You only need to set this up once.

1. From the Administration page, Select Global Variables.
2. Click Add New Record.
3. Enter @@AcumaticaURL as the Key.
4. Set the type of variable to Constant.
5. Enter a description such as Acumatica Server URL.
6. In Data Type, select Text.
7. Enter the URL of your Acumatica site. Example: https://yourcompany.acumatica.com.
8. Click Create.

Create an Acumatica data source

1. From the Administration page, Select Env. & Data Sources.
2. Select the environment where you want to add the data source.
3. In the Data Sources panel, click the + icon.
4. Fill in the required fields in the Data Source Definition panel.
5. Click Validate, then Save.

Acumatica data source definition fields

DataSync supports two ways to authenticate with Acumatica. OAuth 2.0 is the recommended option since it relies on a secure, token-based connection rather than a stored password. Basic authentication uses a standard username and password instead.

If you choose OAuth 2.0, register an application in Acumatica first to generate your Client ID and Client Secret. You will also need to copy a Callback URL generated by Nectari and paste it into that application in Acumatica. It helps to keep both Acumatica and Nectari open side by side while you work through this part.

Field	What to enter
Data Source Description	Unique name for this data source. Example:Acumatica Finance.
Type	Select Acumatica.
URL	Base URL of your Acumatica site. Example: https://yourcompany.acumatica.com.
Company	Name of the Acumatica company you want to connect to.
Page Size	Maximum number of records returned per request. Default: 10000.
Operation timeout	Maximum time in seconds allowed for each request. Default: 60.
Extra connection string properties	Optional. Additional connection string parameters required by your provider.
Authentication Strategy	Basic or OAuth 2.0.
User Name	Basic only Login account for authenticating with Acumatica.
Password	Basic only Password for this account.
Client ID	OAuth only Client ID generated when you registered the application in Acumatica.
Client Secret	OAuth only Client secret generated with the client ID.
Scope	OAuth only Required scopes. Defaults: api and offline_access.
Callback URL	OAuth only Automatically generated by Nectari. Copy this URL and paste it into your Acumatica application.

Import the Template →