Acumatica - Onboarding Requirements [Information]

Modified on Mon, 07 Aug 2023 at 04:03 PM

When onboarding/adding a new Acumatica portal the following information needs to be provided and verified:


- Acumatica Username

- Acumatica Password

- Acumatica Update Username

- Acumatica Update Password

- Acumatica Service URL

- Acumatica Endpoint (typically Techship/[IP])


- Acumatica Company

- Acumatica Tenant

- Acumatica Branch

- Acumatica default box type (e.g. SINGLE)

- Acumatica Rate Limit (consult with the development/implementation team if it needs to be completed/modified based on the order volume)

- Load Stock Items: If checked, it loads the item details

- Acumatica Order Type: If detailed allows to set what order types to support

- Flex Field Mappings: Allows to bind custom fields additional to the standard plugin bindings

WARNING: Any missing or non-validated, incorrect setup or information will delay the setup process.

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