Solver has created a robust integration to the Acumatica System. Solver's Acumatica connector allows users to create integrations, connect to any objects that the organization has made available to pull data from Acumatica into the Solver Cloud or Private Host solution via OData. This article will detail the minimum configuration required in Acumatica for a successful integration.
Note: the information discussed in this article is relevant to Solver Cloud and Private Host customers. Customers using the BI360 4x Product must reference information here on the 4x Acumatica Connector.
Solver Acumatica Connector utilizes the following technologies.
Solver Cloud supports Acumatica 2016+.
At the end of this article, users can find a checklist to help you mark off each requirement of Solver's Acumatica connector.
Configuring Solver access to Acumatica
In order for Solver to connect to an organization's Acumatica data, it is required that the following is completed:
- A web service account is created in Acumatica.
- Note: BI360 does not include any licensing to Acumatica.
- Endpoints are created in Acumatica and are exposed via Odata.
Creating a Web Service Account
An organization should refer to Acumatica's user guide or their Acumatica consultant for instructions on creating a user. The web service user requires at least view only permission to any module that Solver will connect to.
Creating an Odata Endpoint
An organization should contact their Acumatica consultant for best practices to add OData endpoints. Some recommendations that Solver can provide are:
- Limit the number of columns made available in the OData endpoint to just the data the organization wants to bring in.
- OData has a limitation to the number of columns that it can receive. Designing an OData endpoint that only the necessary data is required.
- Use Acumatica's default Hidden "site map" or create a new site map that is hidden and assign all OData endpoints to this menu. This is recommended as typically an Odata endpoint is a duplicate of another screen in Acumatica.
The following will guide the user through creating the Account OData endpoint for General Ledger data. The steps to create other dimensions that have been added to your General Ledger (i.e. Sub-account, Department) are identical to creating the Account endpoint, therefore it is not documented here.
Account OData Endpoint
- Log into Acumatica with an account with administrator permissions.
- Click on System > Customization.
- On the left hand navigation pane, click on Generic Inquiry. The main grid will load with all with a drop down that displays all configured inquiries.
- Users can click the lookup icon in the Inquiry Title textbox to find a list of all created Generic Inquiries. In this case, since no Solver specific inquiry has been created, we will be creating one. To create a new inquiry, click the icon.
- The cursor focus will be set in the Inquiry Title text box and begin typing the name of this inquiry. It is recommend to put Solver in front of any Solver related inquiry to be easily identified. In this case, we will name it Solver Chart of Accounts.
- The Site Map Title is a user friendly name and can be call Solver Chart of Accounts as well.
- In the Site Map Location textbox, click on the lookup icon to choose where this information will be stored. As mentioned earlier, it is recommended to place it in the Hidden folder to not be seen in the Acumatica interface.
OData Inquiry Access
A list of available Acumatica inquiries with OData endpoints can be viewed by submitting an HTML request formatted as follow:
- Company Name is only required if you have a multi-company deployment.
This HTML request is needed in order for Solver to connect to Acumatica.
Configuring a Generic Inquiry
An organization should refer to Acumatica's user guide or their Acumatica consultant for instructions on configuring a generic inquiry. Note viewing and creating generic inquiries requires Administrative permissions in Acumatica.
The below checklist includes a list of items that need to be configured in Acumatica for a successful connection between Solver Cloud and Acumatica.
▢ Create a web service user.
▢ Configure the web service user with appropriate permissions.
▢ Create a OData end point.
▢ Create and configure a Generic Inquiry.
For instructions on how to troubleshoot Acumatica errors, please refer to this article.