If this is the first time you're configuring Acumatica connections for your DropStream account, the first step is to configure Acumatica in your DropStream App Marketplace.
Configure Application in Acumatica
- In a web browser, go to your Acumatica ERP instance (for example,
https://myerp.acumatica.com
). - At the login screen, Specify the Tenant, and enter a valid Username and Password for that Tenant. Click Sign In.
- In the Acumatica main dashboard, go to More Items > Integration.
- Click Show All. Under Preferences, click Connected Applications.
- Click + to add a new record.
- Enter a Client Name of your choice, such as
DropStream
. - For OAuth 2.0 Flow, select Authorization Code.
- Click Redirect URIs, then click + to add a new URI.
- Enter the URI
https://app.getdropstream.com/auth/acumatica/callback
.
- Click Secrets, then click Add Shared Secret.
- In the Add Shared Secret window, enter a Description, such as
DropStream
. - Take note of the Value. (This information cannot be retrieved later, so make sure to copy it exactly.)
- Click OK.
- Click the Disk Icon to save this application configuration.
- Take note of the Client ID.
Configure App Marketplace in DropStream
- In DropStream, click your Account Name in the upper-right, and select Account Settings.
- Click the App Market Places tab, then click Add App Market Place.
- In the App Market Place window, enter a descriptive Name, such as
Acumatica
. For the Platform, choose Acumatica.
- Enter the Client ID and Client Secret that you generated in the steps above.
- For Acumatica instance subdomain, enter the subdomain of your Acumatica instance. For example, if your instance is installed at the domain https://myerp.acumatica.com, enter
myerp
.
- Click Save.
Next: Gather API Credentials
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