> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cloud.cdata.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Acumatica

export const title_1 = "Acumatica";

export const title_0 = "Acumatica";

## Setup Guide

Follow these steps to connect Acumatica to your Connect AI account:

<Steps>
  <Step>
    Open the **Sources** page of the Connect AI navigation menu.
  </Step>

  <Step>
    Click **+ Add Connection** in the upper-right corner.
  </Step>

  <Step>
    Type *Acumatica* into the search field, then click the data source name.
  </Step>

  <Step>
    On the **Basic Settings** tab of the new connection, enter a connection name or keep the default name.
  </Step>

  <Step>
    Enter the base **URL** of your Acumatica site.
  </Step>

  <Step>
    Select the Authentication method, then proceed to the relevant section and follow those instructions.
  </Step>
</Steps>

## Authentication Methods

<Tabs>
  <Tab title="Basic">
    <Steps>
      <Step>
        Enter the Acumatica username for authentication in the **User** field.
      </Step>

      <Step>
        In the **Password** field, enter the user password.
      </Step>

      <Step>
        Select a **Schema**. By default, this is set to `REST` Contract-Based API. You can also select `OData` to use the OData API for Acumatica Generic Inquiries. See the [OData](/en/API/OData-Dashboard) page for more information.
      </Step>

      <Step>
        If using the `REST` API, enter your **Endpoint Name** and **Endpoint Version**. These values can be found under Endpoint Properties in the Web Services Endpoint form of your Acumatica ERP.
      </Step>

      <Step>
        If using the `Odata` API, enter your **Company** Name.
      </Step>

      <Step>
        At the top of the Connect AI **Add {title_0} Connection** page, click **Save & Test**.

        * If the connection test succeeds, a **Connection successfully saved** message appears, indicating that your connection has been created. The **Status** on the **Edit Connection** page also changes to **Authenticated**. View the data model of your successful connection in the right pane of the **Edit Connection** page, in the **Data Model** tab.
        * If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. Connect AI displays error messages under the required fields with missing data. Some data sources require that you sign in directly to the source website. If you did not, an error message appears under the **Sign in** button. Correct the errors and try again.
        * Unsuccessful connections are saved as drafts and have a **Status** of **Not Authenticated**. You can return to the connection and authenticate it later.
      </Step>
    </Steps>
  </Tab>

  <Tab title="OAuth">
    <Steps>
      <Step>
        Enter the **OAuth Client Id** assigned when you registered your Acumatica account.
      </Step>

      <Step>
        Enter the **OAuth Client Secret** for your Acumatica account.
      </Step>

      <Step>
        Select a **Schema**. By default, this is set to `REST` Contract-Based API. You can also select `OData` to use the OData API for Acumatica Generic Inquiries.
      </Step>

      <Step>
        If using the `REST` API, enter your **Endpoint Name** and **Endpoint Version**. These values can be found under Endpoint Properties in the Web Services Endpoint form of your Acumatica ERP.
      </Step>

      <Step>
        If using the `Odata` API, enter your **Company** Name.
      </Step>

      <Step>
        Click **Sign in** to connect securely through OAuth. This action opens the Acumatica sign-in page in a new tab.
      </Step>

      <Step>
        Log in to your Acumatica account and provide the requested permissions (if applicable).
      </Step>

      <Step>
        At the top of the Connect AI **Add {title_1} Connection** page, click **Save & Test**.

        * If the connection test succeeds, a **Connection successfully saved** message appears, indicating that your connection has been created. The **Status** on the **Edit Connection** page also changes to **Authenticated**. View the data model of your successful connection in the right pane of the **Edit Connection** page, in the **Data Model** tab.
        * If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. Connect AI displays error messages under the required fields with missing data. Some data sources require that you sign in directly to the source website. If you did not, an error message appears under the **Sign in** button. Correct the errors and try again.
        * Unsuccessful connections are saved as drafts and have a **Status** of **Not Authenticated**. You can return to the connection and authenticate it later.
      </Step>
    </Steps>
  </Tab>
</Tabs>

## More Information

For more information about interactions between Connect AI and Acumatica, see [this information page](https://cdn.cdata.com/help/OIM/cloud/default.htm#default).