Connect to Acumatica (Cloud)

Overview

This guide will walk you through establishing a connection required for the Acumatica (Cloud) integration. It's divided into five sections.

• Before You Begin
• Acumatica Tasks
• Establish Connection

Section 1: Before You Begin

Preconditions and Important Notes

• You must be an administrator for Acumatica.
• Obtain the following data from Acumatica that you then enter in Paylocity's Marketplace:
  • Username and Password
  • Base URL, the same URL you use to log into Acumatica
  • Acumatica Tenant
  • Web Service Endpoint Version

Section 2: Acumatica Tasks

Obtain Acumatica details for integration connection

Task 1: Obtain Tenant name and Acumatica URL

• Step 1: As an administrator, log into Acumatica.

• Step 2: Select the tenant you will use for the integration. Not this tenant as it will be required in Section 3. 
• Step 2: Copy Base URL

The Base URL is the one you use to log into your Acumatica account.

Copy the beginning of the Acumatica URL (https://<mycompany>.acumatica.com) from your browser and paste it into a document, as you will need this for a later step.

Task 2: Web Service Endpoint Version

• Step 1: While logged into Acumatica, use the search menu to search for Endpoint.

• Step 2: Click the Web Service Endpoints option under the Preferences section.
• Step 3: The Web Service Endpoints window will open. Here you will see a list of endpoints. Find the endpoint named 'Default' and copy its Endpoint Version. If there are multiple endpoints named 'Default,' choose the one with the highest version number.
• Step 4: Save the version number in the same document where you stored your Base URL. You'll need it for a later step.

Section 3: Establish Connection

Task 1: Make connection in Marketplace

• Step 1: If your Paylocity Marketplace wizard is still open, enter the values copied from the previous Sections into the authentication fields and click Authenticate (see step 5 below). If you've navigated away and need to reopen the wizard, return to Paylocity and navigate to the ☰ Workspace selection menu in the upper-left corner of the page. Select Marketplace.

• Step 2: Select My Integrations.

• Step 3: Select Drafts.

• Step 4: Select the Continue Setup button on the Acumatica app tile.

• Step 5: Enter the values copied from the previous Sections into the authentication fields and click Authenticate.