Acumatica

The Acumatica template provides a ready‑to‑use set of data models, views, dashboards, and workbooks to help you quickly analyze your Acumatica data. It supports multiple deployment scenarios, whether you’re working with a single company, consolidating several entities, or connecting through the SEI Cloud.

For non‑cloud integration and consolidated deployments, the template also supports accessing financial data in real time, allowing SEI to retrieve Acumatica financial information on demand. This option is not available for Cloud deployments.

Start by selecting the installation method that best matches your environment. After setup, explore the predefined analyses included with the template. For details on available data models, dashboards, and workbooks, see Predefined Analyses.

Prerequisites

Prerequisites

Before you start, make sure you have:

• Acumatica: A supported version installed.
• Destination database: Collation set to SQL_Latin1_General_CP1_CI_AS (match Acumatica if separate).
• Application Pool: If using a custom identity for Acumatica, use the same for DataSync.
• DataSync: A supported version installed.
• HTTPS certificate: If Acumatica uses HTTPS, bind DataSync to a CA-approved certificate.
• Installation package: the latest package from ShareFile.

Installation scenarios

Choose the scenario that best matches your environment:

Scenario	Description	When to choose
Non-SEI Cloud	Uses DataSync to synchronize your data to a warehouse hosted outside the SEI Cloud. The template reads from this synchronized source. Supports accessing financial data in real time.	For organizations that want to manage, store, and report on their data independently, without relying the SEI Cloud.
Consolidated	Uses DataSync to centralize data from multiple Acumatica companies into a unified warehouse for group‑level reporting. Supports accessing financial data in real time.	For organizations managing multiple Acumatica companies that require consolidated or group reporting.
SEI Cloud	Syncs data to the Cloud through DataSync. The template connects directly to the Cloud‑hosted data warehouse. Credentials are provided after Cloud provisioning.	For distributed teams or organizations that prefer not to maintain local servers.

Cubes configuration

If you want to use the Sales and Finance cubes, some installation steps require additional sub-steps. Follow the instructions in each scenario for details.

Installation steps

Scenario 1: Non-cloud integration

Use DataSync to synchronize your data, then configure SEI:

1. Create the source connections
2. Create the destination connection
3. Configure the global variable
4. Upload the project into Acumatica
5. Import the synchronization extractions
6. Import the cube extractions
7. Schedule the extractions
8. Set up the data sources in SEI
9. Configure Acumatica real‑time finance (Optional)
10. Import the template
11. Build and load the OLAP cubes

Scenario 2: Consolidated

Set up DataSync for multi-company consolidation:

1. Create the source connections
2. Create the destination connection
3. Configure the global variable
4. Upload the project into Acumatica
5. Import the consolidation extractions
6. Import the cube extractions
7. Schedule the extractions
8. Set up the data sources in SEI
9. Configure Acumatica real‑time finance (Optional)
10. Import the template
11. Build and load the OLAP cubes

Scenario 3: Cloud

Use DataSync to send your data to the Cloud and complete setup online:

1. Create the source connections
2. Create the destination connection
3. Configure the global variable
4. Upload the project into Acumatica
5. Import the synchronization extractions
6. Import the cube extractions
7. Schedule the extractions
8. Import the template
9. Build and load the OLAP cubes

Configure OLAP cubes

Complete these steps to set up the Sales and Finance OLAP cubes.

Steps

1. Create a cube source connection
2. Configure the global variable
3. Import the cube extractions
4. Schedule the extractions
5. Build the OLAP cubes