> For the complete documentation index, see [llms.txt](https://docs.greytrix.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.greytrix.com/pre-requisites-for-integrations/acumatica.md).

# 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.

***

### 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)

***

#### User Credentials

* **Username**
* **Password**
* **Assigned Role with API Access Permissions**

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

***

### 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>/
  ```

***

#### 🔐 Authentication Methods

* **Basic Authentication** (Username/Password)
* **Cookie-based Authentication** (Session-based)
* **OAuth 2.0** (if configured)

***

### 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.


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