Acumatica - Integration Setup

As you set up the integration with Acumatica, these are the values to gather. They will be input into Martus during kick-off.

• Client ID
• Secret Value
• Acumatica URL

Step 1: Add the Connection

• Acumatica Online Help: Connected Applications
• In the Search, enter Connection Applications
• In Acumatica go to the Connected Applications page
  
  

• COPY THE CLIENT ID to input into Martus.
• In Client Name put “Martus”
• In Flow pick “Authorization Code”
• In the Refresh Tokens Section
  • Select Sliding Expiration
  • Absolute Lifetime needs to be infinite
  • Sliding Lifetime should be 60 days
    
    

Step 2: Add a Shared Secret (bottom of the Connected Applications section below in the screenshot)

• Do not set the Expiration Date
• COPY THE SECRET VALUE to input into Martus. 
  • The Secret Value will need to be put into Martus.
  • Once you click OK, you will no longer be able to view the Value.
• Click Save
• Switch to the Redirect URIs tab
  • Add https://login.martus.app/oauth

Step 3: COPY THE URL FROM THE BROWER to input into Martus. Please copy the full URL to include the tenant name.

• Example Acumatica URL:
  
  

Dimension Setup

Blank Subaccount Handling

• If a Blank Subaccount exists in Acumatica, you must enter its Subaccount Code here.
• Also provide the appropriate Description Delimiter or Regular Expression so Martus can correctly parse and separate the subaccount values.

Subaccount Segments

• All relevant subaccounts/segments from Acumatica need to be added.
• For example: Funding Source, Department, Project, Location.
• Each segment should be mapped to a Parent Dimension in Martus.
• After you add one subaccount segment, a new entry option will automatically appear so you can continue adding the rest.