Acumatica Template Installation
The Acumatica template installs the data models, views, dashboards, workbooks, and writeback workbooks that analyze your Acumatica data. Choose one of the three installation scenarios below, then follow its installation page.
Each scenario also includes optional setups. Real time finance retrieves financial data on demand. Manufacturing adds the data models and dashboards that track production, material readiness, supply, and supplier performance. And the Data Management add-on, if your license includes it, adds the Sales and Finance OLAP cubes, which store summarized data so large analyses load faster.
Prerequisites
Prerequisites for the Acumatica template
- A supported version of Acumatica, with at least one tenant.
- The latest installation package from ShareFile, which contains the template and the extractions you import.
- DataSync bound to a certificate authority (CA) certificate, if Acumatica uses HTTPS.
Choose an installation scenario
| Scenario | Best for | How it works | Optional setups included | |
|---|---|---|---|---|
| 1 | SEI Cloud | Organizations that prefer not to maintain servers, or have distributed teams. | DataSync synchronizes Acumatica to the SEI Cloud data warehouse. |
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| 2 | Consolidated | Organizations that report on several Sage Intacct companies as a group. | DataSync centralizes the data of all companies in one data warehouse. |
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| 3 | Self-hosted | Organizations that host their own environment and manage their data independently. | DataSync, installed on a private cloud, synchronizes Acumatica to a self-hosted data warehouse. |
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* Available only if your license includes the Data Management add-on.