Settings for Acumatica

This page is intended to help you set up the Acumatica connection.

Important

Before starting:

  • Make sure that you have an Acumatica account.
  • Make sure at least one Company is registered into this account.

If you have more than one Company, you need to create as many connections as Companies.

  1. In your Web browser, go to the application URL of your Acumatica ERP.
  2. In the My Username and My Password fields, enter your credentials.
  3. In the Company drop-down list, select the company you want to connect to and click on Sign in.
  1. Copy the URL address.
Note

The URL address should have this structure: Acumatica Application URL following by OData/Company Name.

  1. Go back to Data Sync and create a new Source Connection.
  2. In the list, select Acumatica.
  3. Paste the URL address you copied from Acumatica into the URL field in Data Sync.
Note

%20 is how web browser encode spaces, leave it as it is.

  1. In the Username and Password fields, enter the credentials of your Acumatica account.
  2. Once these fields are filled in, in the Description field, enter a name for this Source connection and change the other settings (Tracking type etc.) according to your preferences.
  3. Click on Save to finish.