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

Acumatica Real-time Finance

If you are setting up Acumatica real‑time finance reports, complete the following steps. Otherwise, continue with the standard setup.

Real‑time finance enables SEI to retrieve Acumatica financial data on demand, without relying solely on scheduled DataSync refreshes. If your deployment includes real‑time financial reporting, complete the steps in this section before proceeding with the remaining installation tasks.

important

Real‑time finance requires that all Acumatica inquiries have already been imported.

Create an Acumatica data source​

  1. In the navigation panel, select the gear icon to open Administration.
  2. Select Env. & Data Sources.
  3. In the Data Sources panel, click + to create a new data source.
  4. Enter a name for the data source and click Confirm.
  5. Complete the ERP data source configuration by filling in all required fields in the Data Source Definition panel.
  6. Click Validate, then Save to finalize the configuration.

Acumatica data source definition properties​

PropertyDescription
Data Source DescriptionEnter a name such as Acumatica Finance.
TypeSelect Acumatica.
URLEnter the base Acumatica site URL, such as https://yourcompany.acumatica.com
CompanyEnter the Acumatica company name to connect to.
Page SizeEnter the maximum number of records returned per request. Default: 1000
Operation timeoutEnter the maximum duration, in seconds, allowed for each request. Default: 60
Extra connection string properties(Optional) Enter any additional connection string parameters required by the database provider.
User NameEnter the username for authenticating with Acumatica.
PasswordEnter the password for the specified user.


Next: Import the Template →