Acumatica

This document outlines the essential prerequisites required to successfully integrate with Acumatica ERP. It applies to integrations with eCommerce platforms, POS systems, third-party applications, or middleware solutions.

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1. System Access Requirements

Acumatica Instance Access

Ensure the following details are available:

• Base URL (e.g., https://yourcompany.acumatica.com)

• Tenant Name (for multi-tenant environments)

• Environment Type:

  • Sandbox (for testing)

  • Production (for live transactions)

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User Credentials

• Username

• Password

• Assigned Role with API Access Permissions

⚠️ Ensure the user has sufficient rights to access required screens and entities.

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2. API & Web Services Configuration

Acumatica integration is primarily API-driven using REST or SOAP endpoints.

🔗 REST API Enablement

• Enable Web Services Endpoint

• Use the Default Endpoint or create a Custom Endpoint

Required Details:

• Endpoint Name (e.g., Default)

• Endpoint Version (e.g., 20.200.001)

• API URL Format:

  https://<instance>/entity/<endpoint>/<version>/

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🔐 Authentication Methods

• Basic Authentication (Username/Password)

• Cookie-based Authentication (Session-based)

• OAuth 2.0 (if configured)

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3. Units of Measure (UOM) Configuration

• Ensure consistent Units of Measure (UOM) across all integrated systems

• Define UOM conversions in Acumatica where required

• Avoid mismatches (e.g., LB vs EA)

⚠️ Incorrect UOM mapping may cause transaction failures during synchronization.

Proper setup of prerequisites in Acumatica ensures a stable and efficient integration process. By aligning configurations, access controls, and data structures, businesses can achieve seamless automation and data synchronization across systems.