Acumatica Data Source

Acumatica is a cloud-based ERP platform that manages your financial, operational, and business data. By connecting Acumatica, you can use that data directly in your views and dashboards, keeping everything up to date without manual exports or data preparation.

SEI supports two ways to authenticate with Acumatica. Basic authentication uses a username and password and is the simplest setup, with no extra configuration in Acumatica. OAuth 2.0 uses a more secure, token-based connection and is recommended when your Acumatica environment supports it. Choose the method that matches your Acumatica environment.

Configure Basic Authentication

Use Basic authentication when connecting with a standard Acumatica username and password. This is the simplest way to connect and requires no additional setup in Acumatica.

Field	What to enter
Data Source Description	A unique name for this data source. For example, Acumatica Data Source.
Type	Select Acumatica.
URL	The base URL of your Acumatica site. For example, https://yourcompany.acumatica.com.
Company	The Acumatica company name you want to connect to.
Page Size	The maximum number of records returned per request. Default is 10000.
Operation timeout	The maximum time in seconds allowed for each request. Default is 60.
Extra connection string properties	Optional. Any additional connection string parameters required by your database provider.
Authentication Strategy	Select Basic.
User Name	The username for authenticating with Acumatica.
Password	The password for the user above.

Example setup

Configure OAuth 2.0 Authentication

Use OAuth 2.0 when connecting through a registered application with delegated access. This method is more secure than Basic authentication and is recommended when your Acumatica environment supports it. Before filling in the fields below, register an application in Acumatica to obtain your Client ID and Client Secret.

Field	What to enter
Data Source Description	A unique name for this data source. For example, Acumatica Data Source.
Type	Select Acumatica.
URL	The base URL of your Acumatica site. For example, https://yourcompany.acumatica.com.
Company	The Acumatica company name you want to connect to.
Page Size	The maximum number of records returned per request. Default is 10000.
Operation timeout	The maximum time in seconds allowed for each request. Default is 60.
Extra connection string properties	Optional. Any additional connection string parameters required by your database provider.
Authentication Strategy	Select OAuth 2.0.
Client ID	The client ID generated when you registered the application in Acumatica.
Client Secret	The client secret generated with the client ID.
Callback URL	Automatically generated by SEI. Copy this URL and paste it into your Acumatica application.
Scope	The required scopes. Defaults are api and offline_access.

Get the Client ID and Client Secret

To connect using OAuth 2.0, you first need to register a connected application in Acumatica. This generates the Client ID and Client Secret required by SEI.

1. In Acumatica, select Integration. If you don't see it, select More Items to show additional options.
2. Under Preferences, select Connected Applications.
3. Select the + icon to add a new record.
4. In Client Name, enter OAuth or another unique name.
5. In Flow, select Authorization Code.
6. Select Save. The Client ID is generated automatically.
7. Open the Secrets tab, then select Add Shared Secret.
8. Enter a description for the secret.
9. Copy the value shown in the Value field and store it somewhere safe. You won't be able to view it again after saving.
10. Select Ok.

Add the Callback URL in Acumatica

Once you have your Client ID and Client Secret, register the Callback URL from SEI in Acumatica to complete the OAuth 2.0 setup.

1. In Acumatica, select Integration. If you don't see it, select More Items to show additional options.
2. Under Preferences, select Connected Applications.
3. In Client ID, select the connected application you created earlier.
4. Open the Redirect URIs tab.
5. Select the + icon to add a row.
6. In SEI, copy the full Callback URL from the data source definition panel.
7. Paste the URL into the new row in Acumatica.
8. Select Save.

Example