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Acumatica Connections and Settings

Connect Acumatica to iPaaS.com using OAuth 2.0, configure your subscription settings, and understand initialization and throttling for the Acumatica integration.

This article describes how to connect an Acumatica instance to iPaaS.com, the subscription settings the integration uses, and how authentication, initialization, and throttling behave. Subscribers or their MiSP complete these steps once per Acumatica subscription before running any data flows.

How to Connect

Prerequisites

Before setting up the Acumatica integration in iPaaS.com, make sure you have the following from your Acumatica instance:

  • API Url: the base URL of your current Acumatica instance, for example https://ipaascom.acumatica.com.

  • OAuth credentials: a Client Id and Client Secret from a Connected Application configured in Acumatica.

  • Scopes: the integration requires api offline_access.

  • Grant Type: the OAuth flow your Connected Application uses (for example authorization_code or password). The integration reads this value to drive how it requests tokens.

  • Username and Password (optional): only required when your Connected Application uses the Resource Owner Password Credentials (ROPC) flow.

For step-by-step Acumatica setup of the Connected Application, see the Acumatica Installation Instructions article.

Configure Subscription Settings

Open the Acumatica subscription in iPaaS.com from Dashboard / Subscription / Application Marketplace / Subscription Settings and complete the fields below. The settings marked Required must be populated before authentication will succeed. Field names match the labels shown on the Subscription Settings page.

Acumatica Subscription Settings page in iPaaS.com

Field

Description

Required

Example

API Url

The base URL of your Acumatica instance.

Yes

Client Id

The Client ID generated by your Acumatica Connected Application.

Yes

a1b2c3d4-5678-90ab-cdef-1234567890ab

Client Secret

The shared secret value created on your Acumatica Connected Application.

Yes

sample-client-secret-value

Scopes

The OAuth scopes the integration requests.

Yes

api offline_access

Grant Type

The OAuth grant type the Connected Application uses. This value drives how the integration requests and refreshes tokens. Use the Authorization Code value for the Authorization Code flow or the password value for the ROPC flow.

Yes

authorization_code

Version

The Acumatica Contract-Based REST API version the integration targets.

Yes

22.200.001

Time Zone Offset

The time zone offset applied when the integration polls Acumatica for recently modified records.

Yes

-05:00

Username

The Acumatica instance username for API access. Required only for the ROPC (password) flow.

No

Password

The Acumatica instance password for API access. Required only for the ROPC (password) flow.

No

sample-password-value

Redirect Url

The OAuth redirect URL used by the Authorization Code flow. This value differs by iPaaS.com environment (see the environment-specific values below the table).

No

Transaction TrackingNumber Poll Search Days

The look-back window, in days, that the integration uses when polling Acumatica for shipment tracking numbers. Increase it to widen the retrieval window or leave it at the integration default.

No

7

Sales Order Duplicate Checking

When enabled, the integration checks for an existing matching sales order before creating a new one, reducing duplicate orders in Acumatica.

No

true

Concurrent Batch Executions

Controls how many records the integration processes per batch when writing or retrieving data. This is the primary throttling control (see Throttling below). Read by the integration at runtime but not declared as a standard preset, so it may not render on the Subscription Settings page in every environment.

No

5

The Redirect Url differs by iPaaS.com environment:

  • Staging: https://stagingportal.ipaas.com/customer/subscription-mgmt/subscriptions/authorization/app

  • Production: https://portal.ipaas.com/customer/subscription-mgmt/subscriptions/authorization/app

Authenticate the Subscription

The integration authenticates to Acumatica using OAuth 2.0. The grant type you select drives the flow: the Authorization Code flow opens a browser sign-in, and the ROPC (password) flow authenticates directly with a username and password. Every request the integration sends to Acumatica also carries the company header that identifies your Acumatica company, so make sure the credentials you provide are scoped to the correct company.

Important: iPaaS.com does not perform a live test call against Acumatica when you save your settings. A successful save confirms that the values were stored, not that they authenticate against your instance. After authenticating, run a small Manual Sync to confirm the connection works end to end. If retrieval fails, recheck the settings against the requirements above.

Authorization Code flow

  1. In Acumatica, search for Connected Applications and create a new application using the Authorization Code flow type.

    Acumatica Connected Application — Authorization Code flow
    • Ensure no absolute expiration is configured for the application.

    • Add a shared secret and copy its value — this becomes your Client Secret.

    • The Client Id is generated after you save the Connected Application.

      Acumatica Connected Application — generated Client ID and secret
  2. In the iPaaS.com Acumatica subscription, enter your API Url, Client Id, Client Secret, Scopes (api offline_access), Grant Type (authorization_code), Version, and the environment-appropriate Redirect Url.

  3. Open the Acumatica subscription and click the Authenticate icon.

    Authenticate icon on the Acumatica subscription
    • A browser window opens. Sign in to Acumatica and click Allow.

      Acumatica OAuth consent — Allow access
    • On success, refresh the iPaaS.com subscription to load the access token.

      Subscription showing a valid access token after authentication
    • If an error appears, recheck the settings against the requirements above and re-authenticate.

      Authentication error prompting a settings recheck

ROPC (password) flow — optional

  1. In Acumatica, search for Connected Applications and create a new application using the Resource Owner Password Credentials (ROPC) flow type.

    Acumatica Connected Application — ROPC flow
    • Ensure no absolute expiration is configured.

    • Add a shared secret and copy its value — this becomes your Client Secret.

    • The Client Id is generated after you save the record.

  2. In the iPaaS.com Acumatica subscription, enter the following:

    • API Url: your current Acumatica instance URL.

    • Username: the username for API access.

    • Password: the password for API access.

    • Client Id and Client Secret — copied from the ROPC Connected Application.

    • Scopes: api offline_access.

    • Grant Type: password.

    • Version: the Acumatica Contract-Based REST API version, for example 22.200.001.

Initialization Support

Initialization lets the integration pull existing records from Acumatica in bulk so they are staged in iPaaS.com without waiting for individual syncs.

  • Warehouse records support bulk initialization and can be transferred from Acumatica to iPaaS.com in bulk.

Other Acumatica data types in this integration — including Customer, Stock Item, Sales Order, Tax, and Tracking Number — do not support bulk initialization. Those records move through Manual Sync and scheduled polling (for data retrieved from Acumatica) or through Outbound Data Flow trigger subscriptions and Manual Sync (for data written to Acumatica).

Throttling

Throttling prevents the integration from overwhelming Acumatica's API with too many simultaneous calls, preserving system performance during heavy data transfers.

  • Concurrent Batch Executions controls how many records the integration processes per batch. Lowering this value reduces the load placed on your Acumatica instance per cycle; raising it increases throughput at the cost of higher concurrent demand.

  • Transaction TrackingNumber Poll Search Days bounds how far back the integration searches when retrieving recently changed tracking numbers, which limits the volume returned by each scheduled poll.

These throttling values are typically pre-populated by the integration settings. For more detail on editing subscription configuration, see Subscription Configuration – Edit.

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