Acumatica Source Connector

The Acumatica source connector in DataSync lets you retrieve data from one or more Acumatica tenants (companies) for synchronization or consolidation into your destination. In Acumatica, tenants represent individual companies, and you must have at least one tenant to proceed.

For optimal results, it's recommended to create two source connections per tenant: a refresh connection, which uses date tracking for incremental loads based on the LastModifiedDate field, and a no refresh connection, used for tables without a tracking field, typically smaller reference tables. Prebuilt Acumatica Source Connections Template is available for quick configuration of required connections.

After creating all required source connections, configure your destination source to complete the connection setup.

Verify details in Acumatica

Before creating source connections in DataSync, ensure your Acumatica environment is correctly configured. This includes verifying the tenants registered in your instance and confirming the time zone, which must match the time zone specified in DataSync to avoid synchronization issues.

Review tenants

1. Log in to Acumatica.
2. From the main menu, select System Management. If not visible, click More Items to show additional options.
3. Under System Maintenance, select Tenants.
   The list of tenants appears, allowing you to confirm how many are currently registered in your Acumatica instance.

Confirm time zone

1. From the main menu, click the profile icon on the upper-right corner.
2. Click My profile from the dropdown list.
3. In General Info, note the time zone. This must match the time zone in DataSync.

Create a source connection in DataSync

1. Log in to DataSync.
2. From the welcome screen, select Connections.
3. Next to Source Connections, click New.
4. Select Acumatica.
5. In the Connection Properties panel, enter the connection properties.
6. (Optional) In the Additional Connection Properties panel, select Add property and enter the parameters for each property.
7. In the Advanced Settings panel, configure the settings, including the Tracking Type and other values according to your requirements.
8. Click Save.

Parameters

Connection properties

Parameter	Description
Description	Unique name for the connection. Example: Acumatica Refresh
URL	Acumatica instance URL. Keep %20 for spaces as shown in your browser. Example: https://company.acumatica.com/ODataV4/InstanceName
Username	Acumatica username with required API permissions.
Password	Password for the specified username.
Convert all dates and times to GMT	Conversion of OData DateTime values to GMT.
Use client-side paging	Paging capability for large datasets.
Page Size	Maximum results to return per page when client-side paging is enabled. Larger values return more rows per page but may cause timeouts.
Timeout	Time in seconds to wait for connection opening and query execution before timeout.
Data format	Format for retrieved data: ATOM or JSON.
Verbosity	1 – Log queries, row counts, execution start/end, errors. 2 – Includes level 1 plus cache queries, HTTP headers. 3 – Includes level 2 plus request/response bodies. 4 – Includes level 3 plus transport-level communication. 5 – Includes level 4 plus all interface commands.
Enable Pooling	Connection pooling option for performance.
Pool idle timeout	Maximum idle time for connections before returning them to the pool, in seconds.
Max Pool Size	Maximum number of connections allowed in the pool.
Pool wait time	Maximum wait time for connection allocation before error is thrown, in seconds.

Additional connection properties

Additional connection string properties not specified in the Connection Properties panel. For each property added, you can choose Visible or Encrypted. Selecting Encrypted hides the value from the interface and stores it encrypted in the back end, such as when defining passwords.

Parameter	Description
Property	Connection string property that defines the action or behavior. Example: ReadOnly
Value	Value for the property. Example: True
Type	Visibility of the property: Visible or Encrypted.

Advanced settings

Advanced settings control how the Acumatica connector tracks changes, handles regional and time configuration, and processes data batches during extraction. These options allow fine‑tuning for performance and accuracy, and should be configured according to your system environment and operational requirements.

Setting	Description
Tracking Type	Method for tracking changes: None or Date.
Region	Region setting for the connector, if required by your setup.
Time Zone	Time zone matching the Acumatica application server. This must be identical to the profile time zone in Acumatica to avoid data mismatches.
Time Offset	Refresh offset in seconds to compensate for timing issues in record selection. Minimum value is 0; maximum is 3600 seconds.
Batch Size	Quantity of records processed in each batch during extraction. Larger batch sizes increase memory usage but can improve performance up to a point. The default value is 2000 and the maximum should not exceed 10000 records. Adjust according to your network speed and disk performance; in most cases the default (2000) works best.

Example

note

For Acumatica, you must import and publish the SEI customization project in Acumatica. See Upload Project into Acumatica for more details.