Acumatica Setup

This page describes the various Acumatica setup and security considerations. The setup consists of:

• Connected Application Setup
• Attributes Generic Inquiry
• Webservice Endpoint
• User Setup

Once the Acumatica setup is complete continue to the IMan System Connector Setup.

Connected Application Setup

1. Login to the Acumatica, go to the Integration Menu, then Connected Applications.
    
2. Create a new Connected Application – set the OAuth 2.0 Flow to Resource Owner Password Credentials.
   
3. Click ‘Add Shared Secret’ – Set the Expiry to sufficiently far enough in the future, note/copy the ‘Value’, press OK.
   
4. Please Save.
5. Note the generated Client ID & Client Secret.

Attributes Generic Inquiry

In order to obtain the attribute setup for the different endpoints it is necessary to create a new Generic Inquiry - which will be exposed to webservices.

1. Create a new Generic Inquiry.
   
   1. Inquiry Title
      • Must be ATTRIBUTES (note the capitalisation)
   2. Make Visible on the UI
      • Checked
   3. Expose via OData
      • Checked
   4. Tables
      • Add the single 'CSAttributeGroup' table.
2. Click on the Results Grid.
   
   1. Add the following fields:
      1. AttributeID
      2. DefaultValue
      3. Description
      4. EntityClassID
      5. EntityType
      6. IsActive
      7. Required

Webservice Endpoint

1. Go to Integration menu, then Webservice Endpoints.
   
2. Select the base (most endpoint rich) endpoint. Then press the Extend Enpoint button at the top of the screen.
   
3. Enter a name and a version and press OK.
   
   Both values will be need to be noted as they are used in the URL.
   
   
4. Add the ATTRIBUTES Generic Inquiry. Press the Insert button at the top of Endpoint list.
   
5. Search for the ATTRIBUTES Generic Inquiry, enter 'Attributes' as the object name, press OK.
   
6. Press the Save button at the top to create/save the endpoint.
    
7. Create a new Connected Application – set the OAuth 2.0 Flow to Resource Owner Password Credentials.
   

User Setup

In order to connect to Acumatica, a separate user will need to be created.

1. Go to the User Security and then Users.
   
2. Create a new user.
   
3. Add the OData role.
   
4. Save the User.
5. Continue to the IMan System Connector Setup.