Acumatica - Connection Guide

Acumatica® connects to QAP through an API connection used by Quadient Hub. To connect the two systems:

1. Go to Settings | ERP Management

2. Select the legal entity from the Legal Entity list.

3. Select Acumatica® from ERP Properties.

4. Click Save.

5. Click Manage Connection.

6. Enter the following information in the Manage Connection: Acumatica dialog:

   • Instance URL - Acumatica® instance URL.

   • Client ID / Client Secret - Acumatica client ID and secret values. In Acumatica® go to Integrations | Connected applications to find these values.

   • Customizer Username / Customizer Password - The username and password of the Customizer user.

7. Click Authenticate.

8. In the pop-up window, grant the following access permissions:

   • Access to Web Services API

   • Offline Access

9. If you are not already logged in to Acumatica® , you will be redirected to the log in page. Log into Acumatica®  to establish the API connection to QAP.

Syncing Acumatica® with QAP

To sync Acumatica® with QAP: 

1. Once connected, click Manage Connection to open the Connection Details dialog:

   

2. Click Sync to open the Manual Sync dialog.

3. Select from one of the following sync types:
   • Initial Full Sync - Syncs all lists, list items, and purchase order/receivings data. Run this sync when you first connect the two systems.
   • Incremental Sync - Syncs all data for one or more lists.
   • Full Entity Sync - Syncs all data for one or more lists that have been updated since the Start Date.

4. Click Start Sync.

The following lists are imported from Acumatica®:

• Branch

• Currency

• Entity Currency

• G/L Account

• Item

• Project

• Project Task

• Tax Code

• Tax Group

• Terms

• Vendor