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

Enable a New Currency in Acumatica

Before Boltline can sync purchase orders in a new currency to Acumatica, you must enable the currency in Acumatica and configure the relevant vendors to accept it.

Prerequisites

• Admin-level access to Acumatica.
• The General Ledger (GL) accounts to assign for the currency (for example, Realized Gain/Loss, Unrealized Gain/Loss, Rounding Gain/Loss).

Enable Multicurrency Accounting

• Navigate to System Management > Enable/Disable Features (form CS100000).
• Click Modify.
• Ensure Multicurrency Accounting is checked.
• Click Enable to save changes.

Activate the Currency

• Navigate to Currency Management > Currencies (form CM202000).
• Click the Currency ID for the currency you want to enable.
• Check Active and Use for Accounting.
• Fill in the required Accounts fields (for example, Realized Gain/Loss, Unrealized Gain/Loss, Rounding Gain/Loss). The accounts you use depend on your organization's chart of accounts.
• Click Save.

Configure Vendor Currency Settings

• Navigate to Payables > Vendors (form AP3030PL).

• Select the vendor you want to configure, or create a new one.

• Open the Financial tab.

• Choose one of the following options:

  • Set a fixed default currency — Set the new currency as the vendor's default. The vendor will only accept transactions in that currency.
  • Allow multiple currencies — Keep the vendor's default currency as-is (or set it to the new one) and check Enable Currency Override. This lets the vendor accept any active currency at purchase order creation. Transactions using non-active currencies fall back to the vendor's default.

• Click Save.

Example

A vendor with a default currency of JPY and Enable Currency Override enabled accepts any active currency when creating a purchase order. If a non-active currency is selected, the order falls back to JPY.

Need Help?

For detailed configuration assistance, field mapping, or troubleshooting, please contact our Customer Success team at support@boltline.com.