Acumatica Advanced Settings

Acumatica uses the Basic authentication standard. To authenticate requests, you will need to obtain the User, Password, Company and Url from Acumatica.

For more information, refer to our Connecting to Acumatica guide.

Connecting to Acumatica

Set the following connection properties to connect to Acumatica:

• User: Set this to your username.
• Password: Set this to your password.
• Company: Set this to your company.
• Url: Log into Acumatica in a web browser, and then navigate to the 'Web Service Endpoints' screen. If necessary, navigate to this screen by editing the web browser URL and replacing ScreenId=00000000 (the homepage) with ScreenId=SM207060. If you are redirected back to the homepage, this means your user does not have the necessary permissions to access web services. Under Endpoints properties get the Endpoint Name and Endpoint Version. Set this to your Acumatica url. In the format http://{Acumatica ERP instance URL}/entity/{Endpoint name}/{Endpoint version}/. For example: https://acumatica.com/entity/Default/17.200.001/
• Schema: There are two schemas which contains different data. The default one is REST which uses the Acumatica REST Contract Based Api and the OData which uses the Acumatica OData Api. The OData schema is used for Acumatica Generic Inquiries. Generic Inquiries need to be exposed via OData, On the Acumatica Generic Inquiries Screen check the "Expose via OData" checkbox.

Customizing the SSL Configuration

By default, the provider attempts to negotiate SSL/TLS by checking the server's certificate against the system's trusted certificate store. To specify another certificate, see the SSLServerCert property for the available formats to do so.

Connecting Through a Firewall or Proxy

HTTP Proxies

To connect through the Windows system proxy, you do not need to set any additional connection properties. To connect to other proxies, set ProxyAutoDetect to false.

In addition, to authenticate to an HTTP proxy, set ProxyAuthScheme, ProxyUser, and ProxyPassword, in addition to ProxyServer and ProxyPort.

Other Proxies

Set the following properties:

• To use a proxy-based firewall, set FirewallType, FirewallServer, and FirewallPort.
• To tunnel the connection, set FirewallType to TUNNEL.
• To authenticate, specify FirewallUser and FirewallPassword.
• To authenticate to a SOCKS proxy, additionally set FirewallType to SOCKS5.

Troubleshooting the Connection

To show provider activity from query execution to network traffic, use Logfile and Verbosity. The examples of common connection errors below show how to use these properties to get more context. Contact the support team for help tracing the source of an error or circumventing a performance issue.

• Authentication errors: Typically, recording a Logfile at Verbosity 4 is necessary to get full details on an authentication error.
• Queries time out: A server that takes too long to respond will exceed the provider's client-side timeout. Often, setting the Timeout property to a higher value will avoid a connection error. Another option is to disable the timeout by setting the property to 0. Setting Verbosity to 2 will show where the time is being spent.
• The certificate presented by the server cannot be validated: This error indicates that the provider cannot validate the server's certificate through the chain of trust. If you are using a self-signed certificate, there is only one certificate in the chain.

  To resolve this error, you must verify yourself that the certificate can be trusted and specify to the provider that you trust the certificate. One way you can specify that you trust a certificate is to add the certificate to the trusted system store; another is to set SSLServerCert.

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