Acumatica agent

The Acumatica agent is for the General Ledger and connects your Acumatica system directly to FP&A Plus or Financial Planning and Analysis, and securely and automatically pulls your financial data.

Add a connection

To add a connection for an Acumatica agent:

  1. In the navigation panel, select Setup.
  2. Select a text agent or peer connection, and click > Add Connection.

  3. Connection Name must be unique. Up to 40 characters.

     Note:  All the parameters listed below are required; none have character restrictions.

  4. Authentication URL: The URL used to authenticate and obtain an access token from Acumatica. Typically the URL is:
    https://[acumatica instance name].acumatica.com//identity/connect/token

  5. Endpoint URL: The base URL of your Acumatica instance where API requests will be sent.

    For example, https://[acumatica instance name].acumatica.com/entity/.

  6. Acumatica Endpoint Version: The name of the custom or default endpoint defined in Acumatica. It determines the available entities and structure.

    For example, PRXAcumaticaV23.

  7. Acumatica API Version: The version of the Web Services endpoint. It ensures compatibility with your Acumatica instance's API features.

    For example, 23.200.001.

  8. Grant Type: The OAuth 2.0 method used for authentication. The method defines how access tokens are requested.

    For example, password.

  9. Scope: Specifies the level of access the token should have, such as the resources that can be accessed.

    For example, api_offline_access.

  10. Client ID: The public identifier for the application registered in Acumatica's identity server.
  11. Client Secret: A confidential key associated with the Client ID. Used to securely authenticate the application.
  12. Username: The Acumatica user’s login name, used for user-based authentication when using the password grant type.
  13. Password: The password for the specified Acumatica Username.
  14. Click Verify Credentials.
  15. Click Save.

Add an Acumatica query

  1. Select an Acumatica connection or peer query, and click > Add Query.
  2. Query name: Must be unique. Up to 40 characters.

  3. From Query type, select an option:

    • 1.1 Test Connection

      Verifies that the connection to the Acumatica API is working correctly using the provided credentials and parameters.

    • 1.2 Set Integration Settings

      Saves or configures necessary parameters for integration.

    • 2.1 Balance Sheet Opening Balances

      Retrieves opening balances for balance sheet accounts at the start of a selected fiscal period or year.

    • 2.2 Balance Sheet and P&L

      Pulls summarized financial data from the balance sheet and profit-and-loss statements.

    • 3.1 Create Actuals – Balance Sheet

      Creates balance sheet import tables compatible with FP&A and FP&A Plus.

    • 3.2 Create Actuals – P&L

      Creates balance sheet import tables compatible with FP&A and FP&A Plus.

    • 4.1 Drill Across by Period

      Enables pulling transactional data across multiple periods, useful for comparing trends and variances.

  4. Click Save.