Acumatica ERP Integration
Integrate Boltline with Acumatica ERP to synchronize inventory, orders, and accounting data between systems.
Prerequisites
Before configuring the Acumatica integration, ensure you have:
- Admin Access: Organization Owner or Admin role in Boltline
- Acumatica Access:
- Acumatica instance URL
- API user credentials with appropriate permissions
- Web Services API enabled in Acumatica
Configure Acumatica Integration
- Navigate to Organization > Integrations.
- Locate Acumatica in the list of available integrations. If you do not see it listed, contact Customer Success to enable it for your organization.
- Click Configure.
- Fill in the required configuration fields:
| Field | Required | Description |
|---|---|---|
| Base URL | Yes | Your Acumatica instance URL |
| Client ID | Yes | OAuth Client ID from Acumatica |
| Client Secret | Yes | OAuth Client Secret from Acumatica |
| Version | Yes | Acumatica API version |
| Endpoint | Yes | API endpoint name |
| AP Account | Yes | Accounts Payable account for vendor transactions |
| Cash Discount Account | Yes | Account for cash discounts |
| Vendor Class | Yes | Default vendor class for new vendors |
| Cash Subaccount | No | Subaccount for cash transactions |
| Inventory ID | No | Default inventory ID |
- In the Authentication section, click Authenticate.
- You will be redirected to Acumatica to authorize the connection.
- Sign in to your Acumatica instance and authorize Boltline.
- You will be redirected back to Boltline.
Success!
Your Acumatica integration is now configured.
Permissions Requested
When you authorize Boltline, the following Acumatica permissions are requested:
| Permission | Why It's Needed |
|---|---|
| API Access | Read and write vendors, purchase orders, items, and accounts via the Acumatica API |
| Offline Access | Maintain connection without requiring frequent re-authentication |
Sync Configuration
After connecting, configure data synchronization:
- Inventory Sync - Sync inventory levels between Boltline and Acumatica
- Order Sync - Push purchase orders to Acumatica
- Item Sync - Sync part/item data between systems
Need Help?
For detailed configuration assistance, field mapping, or troubleshooting, please contact our Customer Success team at support@boltline.com.