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Acumatica Sync Setup

Updated

INSTALL AND CONFIG – Acumatica ERP 2019 R2

Acumatica ERP level configuration:

  • Log-on to Acumatica ERP

  • Navigate to Integrationà Connected Applications

  • Enter Client Name Eg: SARA

  • Select OAuth 2.0 flow to read as “Authorization Code” From drop down list.

  • Click Add Shared Secret

  • Enter Description

  • Enter Expires on Information

  • Copy the Value and store it in secure location – This value is used as Client secret during SARA configuration.

  • Click OK

  • Click Redirect URIS tab

  • Add these below 3 URL’s one by one.

https://api.stg.lockstep.network/v2/api/oAuth20/ERPAuthorizedCallBack

 

https://api.demo.lockstep.network/v2/api/oAuth20/ERPAuthorizedCallBack

 

https://api.lockstep.network/v2/api/oAuth20/ERPAuthorizedCallBack

 

  • Hit Save Button

  • Copy the Client ID Value – This shall be used as Client ID during SARA Configuration.

  • Now Proceed with SARA Collect Configuration

 

SARA - SYNC SETUP

  • Login into my.anytimecollect.com

  • Once logged in, navigate to (Admin Settings & Utilities Sync Setup)

  • On the top left, select "Add new record"

  • Enter a description and comment

  • Select "Acumatica" from the drop-down "ERP System" section

  • This will add a purple "Access Credentials" button, select it

  • Select "Add new record" in the popup window

  • Enter a description of "Acumatica" and select "Acumatica API Access" from the drop-down menu

  • Enter Acumatica Server name.

  • Enter Client ID – As copied while created Connected app in Acumatica configuration.

  • Enter Client Secret – Shared secret as copied during Acumatica configuration

  • Select "Save"

  • Select "Connect" on your Acumatica credentials

  • The following window will pop-up

  • Select "Yes, Allow"

  • Once complete you will get a message stating to close the window

  • Inside of SARA, the purple "Connect" button will now display "Disconnect"

  • Select the credentials using the checkbox in the center and select "Select" on the bottom of the window.

  • Select "Insert"

  • Select "Launch Sync Setup" on the newly added connector

  • From here you will want to select all of the desired entities to sync as well as schedule and save:

  • To manually run the sync simply re-select "Launch Sync Setup" and select "Run"

  • Note: You can leave the "Companies to Sync" blank unless you would like to exclude specific companies. If so add the desired company IDs in a pipe delimiter list

  • EX: 1|2|3|4|5