Integration Documents - Acumatica
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.
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
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.
