Acumatica - Integration Features and Requirements

Integration Requirements

Acumatica Configuration

REST Web Services and Token-Based Authentication must be enabled in Acumatica.

Authorization

Martus access to Acumatica is via token-based authentication. Client Credentials are via a Machine-to-Machine Grant.

Integration Features

Current Features

• Sync accounts and dimension from Acumatica – each weeknight via the nightly automated sync and ad hoc.
• Sync GL transactions from the accounting system each weeknight. The nightly sync updates the current and previous two full months. Ad hoc sync is available to allow the manual sync any desired range of months.
• Drilldown in Martus from Standard Financial reports to see transaction detail
• Display of Vendor name on transaction detail

Dimension Setup

As with any Martus configuration, the Implementation Consultant works with the customer to identify the dimensions that are important to budgeting and reporting. Martus supports a maximum of 8 dimensions.

• Acumatica has Branch, Project and Task, which will are common for every ERP.
• Acumatica uses Subaccounts to provide tracking similar to other dimension.
• Martus can define multiple segments within a subaccount. Dimensions in Martus should match the segments or attributes that are active for budgeting and reporting.

Syncing Martus to Acumatica

Martus will sync overnight on weekdays all GL accounts and dimensions, as well ad actuals for the current and two previous months, as is standard for Martus API Integrations.

Pulling Budgets from Acumatica

Not yet supported.

Statistical Accounts

Not yet supported.

Display of attachments

Not yet supported, will be supported in the near future.

Budget Export or upload

Not yet supported.

Multi-Currency

Multi-currency is supported.