Set Up an Acumatica Connection (Beta)

Set up the Acumatica connection to start the flow of data into Data Cloud.

This feature is a Beta Service. A customer may opt to try a Beta Service in its sole discretion. Any use of the Beta Service is subject to the applicable Beta Services Terms provided at Agreements and Terms. If you have questions or feedback about this Beta Service, contact the Data Cloud Connector team at datacloud-connectors-beta@salesforce.com.

User Permissions Needed
To create a connection:	System Administrator

Before you begin:

Enable the Beta connector through the feature manager. See Enable Data Cloud Features.
Verify your admin has enabled firewalls on the system you want Data Cloud to connect to by including these IP addresses to your allowlists.
Set up OAuth based authentication with OpenId.
Create external and named credentials.

In Data Cloud, click Setup, and select Data Cloud Setup.
Under External Integrations, select Other Connectors.
Click New.
On the Source tab, select Acumatica and click Next.
Enter a connection name and connection API name.
For Authentication Details, select the Authentication Method that you want to use from the dropdown.
1. For Basic Authentication, enter the username and password to authenticate the user. For the SSL Server Certificate, enter the certificate string or upload the string as a .pem file.
2. For Named Credential authentication, select a Named Credential, and enter the SSL server certificate as a string or upload the string as a .pem file.
For Connection Details, provide the following parameters.
1. For Connection URL, enter the URL ending with acumatica.com.
2. For Schema, select OData or REST from the dropdown. If you select OData, optionally, enter the user's org name as the Company Name.
3. Optionally, for Endpoint Version, enter the API version. The detault is 17.200.001, but it can be changed.
4. Optionally, enter the Endpoint Name.
To review your configuration, click Test Connection.
Click Save.

After the connector details are accepted, the connection is created and listed under Connectors. You can now create data streams.