Scenario 1: Nectari Cloud for Acumatica

Acumatica, Scenario 1: Nectari Cloud

In Acumatica

Configure Acumatica

Before you install the template, import and publish the Sage Enterprise Intelligence customization project in Acumatica. It adds the OData inquiries that DataSync reads.

Sage Enterprise Intelligence maintains the projects in ShareFile for the four latest Acumatica versions. When Acumatica releases a new version, the oldest project is removed.

View your Acumatica version

1. Log in to Acumatica.
2. In the upper right corner, click Tool, then select About.
3. Note your version, shown as Acumatica 20XX RX.

Upload the project

1. In the sidebar, select Customization, then click Customization Projects.
2. Click Import.
3. Select the file for your version in ...\20XX Release X\Acumatica\Acumatica ERP Projects, then click Upload.
4. Select the Sage Enterprise Intelligence project, then click Publish.

Work with your Acumatica consultant so you do not unpublish or overwrite other customization projects.

Count your tenants

1. In the sidebar, select System Management, then click Tenants.
2. Note the number of tenants listed.

Create the client ID and secret

1. In the sidebar, select Integration, then click Connected Applications.
2. Click +, enter OAuth 2.0 in the Client Name, and select Authorization Code in Flow.
3. Click Save then note the Client ID.
4. Click Add Shared Secret, enter OAuth Secret then note the Value (Client Secret).

Prepare the redirect URI

1. In Connected Applications, select your OAuth 2.0 application, then click the Redirect URIs tab.
2. Click +, then keep the page open to paste the DataSync callback URL.

In DataSync

Configure DataSync for Acumatica

Update the source with refresh

1. Log in to DataSync, then click Connections.
2. Select the Acumatica Refresh source connection and click Edit Connection.
3. Fill in the Connection Properties:
   URL

   Your Acumatica URL. Keep the %20 for spaces.

   Authentication Mode

   OAuth2, the recommended mode. Basic is also supported.

   Callback URL

   Redirect URL to add to the connected application in Acumatica.

   Client ID

   Client ID from Acumatica.

   Client Secret

   Value (Client Secret) from Acumatica.

   Authorization URL

   Your base Acumatica URL followed by identity/connect/authorize.

   Access Token URL

   Your base Acumatica URL followed by identity/connect/token.
4. Click Save.

Update the source without refresh

1. Log in to DataSync, then click Connections.
2. Select the Acumatica without Refresh source connection and click Edit Connection.
3. Fill in the Connection Properties:
   All other properties

   Same values as the refresh connection.
4. Click Save.

Run the extractions

1. Select the first extraction in the list and click Validate and Build in the top right corner.
2. Select Drop the previously created object and recreate the objects based on the new definition.
3. Click Build.
4. Select the same extraction and click Run Extraction Now.
5. Select the tables, set the load mode to Truncate and Load, then click Run.
6. Repeat for each remaining extraction.

If the Status column shows Done with errors, click the link to review the logs.

Schedule an incremental load

1. In the sidebar, select Scheduler, then click New.
2. In Description, enter Acumatica Incremental Load.
3. In Action, select Incremental Load.
4. In Extraction, select Acumatica Refresh.
5. Select Active.
6. In the left panel, select Weekly, then set Start On and At.
7. Change the Time Zone if needed, then click Save.

Schedule a full reload

1. Click New, then in Description, enter Acumatica Truncate and Load.
2. In Action, select Truncate and Load.
3. In Extraction, select Acumatica without Refresh.
4. Select Active.
5. In the left panel, select Weekly, then set Start On and At.
6. Change the Time Zone if needed, then click Save.

Schedule deleted records processing

1. Click New, then in Description, enter Acumatica Process Deleted Records.
2. In Action, select Process Deleted Records.
3. In Extraction, select Acumatica Refresh.
4. Select Active.
5. In the left panel, select Daily, then set Start On and At.
6. Change the Time Zone if needed, then click Save.

Optional

Load large tables by partition

Load by partition

Use loading by partition for large tables. Partition on a date or an integer field, and avoid date fields that can contain future dates.

Optional

Set up Acumatica real-time finance

Complete this section only if you use real-time financial reporting. Since Release 1 Version 2026, uploading the project to Acumatica is optional.

Upload the real-time project

Optional

1. In Acumatica, select Customization, then click Customization Projects.
2. Click Import, then select the real-time file in ...\Acumatica\Acumatica ERP Projects\Add-ons.
3. Click Upload.
4. Select the Real Time project, then click Publish.

Create the global variable

1. In Sage Enterprise Intelligence, select the gear icon from the navigation panel.
2. Select Global Variables, then click Add New Record.
3. In Key, enter @@AcumaticaURL, then in Variable Type, select Constant.
4. In Description, enter Acumatica Server URL.
5. In Data Type, select Text.
6. Enter your Acumatica URL, then click Create.

Set up real time data

1. In the Administration section, select Env. & Data Sources.
2. In the Data Sources panel, click +.
3. In Description, enter Acumatica Real-time.
4. In Type, select Acumatica.
5. Fill in the other fields:
   URL

   Your Acumatica URL. Keep the %20 for spaces.

   Company

   Name of your Acumatica company (tenant).

   EndpointsOptional

   Endpoint name and version from Acumatica, to activate the writeback.

   Authentication Strategy

   OAuth2, the recommended mode. Basic is also supported.

   Client ID

   Client ID from Acumatica.

   Client Secret

   Value (Client Secret) from Acumatica.

   Scope

   api and offline_access.

   Callback URL

   Redirect URL to add to the connected application in Acumatica.
6. Click Validate, then Save.

Optional

Add Acumatica manufacturing reporting

Complete this section only if you use manufacturing reporting. Since Release 4 Version 2026, uploading the project to Acumatica is optional.

Upload the manufacturing project

Optional

1. In Acumatica, select Customization, then click Customization Projects.
2. Click Import, then select the manufacturing file in ...\Acumatica\Acumatica ERP Projects\Add-ons.
3. Click Upload.
4. Select the Manufacturing project, then click Publish.

Optional

Set up Sales and Finance reporting for Acumatica

Complete this section only if you have the Data Management add-on and use the Sales and Finance cubes. The cubes run on a separate data warehouse database, so they need their own source connection and extractions.

Add the source connection

1. Log in to DataSync, then click Connections.
2. Next to Source Connections, click New.
3. Select SQL Azure and fill in the Connection Properties:
   Description

   Enter Data Warehouse (Source).

   Server

   Data warehouse server, such as yourserver.database.windows.net.

   Database

   Data warehouse database, such as SalesFinance.

   Username, Password

   Data warehouse database user and password.
4. In Advanced Settings, set Tracking Type to Date and match the time zone to the Acumatica server.
5. Click Save.

Import the table staging extraction

1. In the sidebar, select Extractions, then click Import Extraction in the top right corner.
2. Drag the DS_20XX.0.X.XXX_Acumatica OLAP ETL Staging.zip file, then click Next.
3. In Description, enter Cube - Table Staging.
4. In Source Connection, select Data Warehouse (Source).
5. In Destination Connection, select Data Warehouse.
6. In Source Schema and Destination Schema, select PROD.
7. Click Import.

Import the dimension mapping extraction

1. Click Import Extraction in the top right corner.
2. Drag the DS_20XX.0.X.XXX_Acumatica OLAP ETL Refresh.zip file, then click Next.
3. In Description, enter Cube - Dimension Mapping.
4. In Source Connection, select Data Warehouse (Source).
5. In Destination Connection, select Data Warehouse.
6. In Source Schema and Destination Schema, select PROD.
7. Click Import.

Run the cube extractions

1. Select the first extraction in the list and click Validate and Build in the top right corner.
2. Select Drop the previously created object and recreate the objects based on the new definition.
3. Click Build.
4. Select the same extraction and click Run Extraction Now.
5. Select the tables, set the load mode to Truncate and Load, then click Run.
6. Repeat for each remaining extraction.

If the Status column shows Done with errors, click the link to review the logs.

Set the data warehouse

1. Log in to Sage Enterprise Intelligence, then click the gear icon in the navigation panel.
2. Select Env. & Data Sources.
3. Select the Acumatica data source and click Set as Data Warehouse.
4. In the Data Source Definition panel, select Columnstore indexes.
5. Click Validate, then Save.

Build and load the cubes

1. Select OLAP Manager in the sidebar, then click Manage in the right panel.
2. Select all the template cubes from the list.
3. In the Manage panel, select the environment.
4. Click Confirm, select the checkbox to confirm that current cube data will be lost, then click Yes.
5. Click Manage again and select all the built cubes.
6. In Action, select Load All and the environment, then click Confirm.

Schedule the cubes

Schedule regular refresh jobs to refresh or reload your OLAP cubes.

Acumatica template installation complete

The Acumatica template is installed. Continue with these pages to adapt it to your company and review its content.

• Customize the Acumatica template
• Review the Acumatica predefined analyses
• Embed Sage Enterprise Intelligence in Acumatica