INSTALL AND CONFIG – Acumatica ERP 2019 R2
Acumatica ERP level configuration:
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Log-on to Acumatica ERP
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Navigate to Integrationà Connected Applications
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Enter Client Name Eg: SARA
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Select OAuth 2.0 flow to read as “Authorization Code” From drop down list.
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Click Add Shared Secret
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Enter Description
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Enter Expires on Information
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Copy the Value and store it in secure location – This value is used as Client secret during SARA configuration.
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Click OK
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Click Redirect URIS tab
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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
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Hit Save Button
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Copy the Client ID Value – This shall be used as Client ID during SARA Configuration.
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Now Proceed with SARA Collect Configuration
SARA - SYNC SETUP
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Login into my.anytimecollect.com
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Once logged in, navigate to (Admin Settings & Utilities Sync Setup)
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On the top left, select "Add new record"
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Enter a description and comment
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Select "Acumatica" from the drop-down "ERP System" section
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This will add a purple "Access Credentials" button, select it
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Select "Add new record" in the popup window
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Enter a description of "Acumatica" and select "Acumatica API Access" from the drop-down menu
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Enter Acumatica Server name.
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Enter Client ID – As copied while created Connected app in Acumatica configuration.
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Enter Client Secret – Shared secret as copied during Acumatica configuration
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Select "Save"
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Select "Connect" on your Acumatica credentials
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The following window will pop-up
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Select "Yes, Allow"
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Once complete you will get a message stating to close the window
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Inside of SARA, the purple "Connect" button will now display "Disconnect"
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Select the credentials using the checkbox in the center and select "Select" on the bottom of the window.
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Select "Insert"
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Select "Launch Sync Setup" on the newly added connector
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From here you will want to select all of the desired entities to sync as well as schedule and save:
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To manually run the sync simply re-select "Launch Sync Setup" and select "Run"
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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
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EX: 1|2|3|4|5