Acumatica sync and webhook setup

March 04, 2024 21:10 Updated

Acumatica ERP setup and configuration

VM must be turned on to log into Actumatica internally, to connect and run the sync
Url : https://erpapps-01.anytimecollect.com/AcumaticaDB_2020R2/
User: admin
Pwd: Lock4step
Log into Acumatica
Search for Connected Applications
Enter Client Name: Lockstep
Select OAuth 2.0 flow to read as 'Authorization Code' from drop down
Click Add Shared Secret
Enter Description
Enter Expires into

Copy the Value and store it in secure location (used as Client secret in sync configuration)
Click OK
Select Redirect URIS tab
Add the following 3 URL's:
Hit Save
Copy the Client ID Value (used as Client ID during sync configuration)

Sync configuration setup

Verify account feature: SyncArchitecture=1
Admin > Settings & Utilities > Sync Setup
Click '+' to add new record
Enter description and comment
Select 'Acumatica' from the drop down for ERP
Click 'Access Credentials' button
Within the Access Credential window, click '+' Add new record
Select 'Acumatica API Access' from the drop down
Enter Server Name (example: erpapps-01.anytimecollect.com/AcumaticaDB_2020R2)
Enter Client ID (example: BF67409E-118F-5779-7FFD-0F2CC7AF1A97@Company)
Enter Realm ID: Company
Enter API Path Version: entity/Default/17.200.001
Enter Client Secret (example: zRwDDcg38VmLQ4tsU9fHDg)
Click Save

Click the 'Connect' button to connect using Acumatica credentials

Click 'Yes, Allow'
Button will update to display 'Disconnect'
Select the credentials using the checkbox and then click the 'Select' button

Click 'Insert' to add and save the record
Select 'Launch Sync Setup' to setup the sync schedule, time zone and entities to sync

Webhook - cash application post back to Acumatica

URLs for LIVE / production: