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Installation Progress
  1. Upload the project into Acumatica
  2. Create the source connections
  3. Create the destination connection
  4. Configure the global variable
  5. Import the extractions
  6. Import the cube extractions
  7. Schedule the extractions
  8. Set up the data source in SEI
  9. Configure Acumatica real‑time finance
  10. Import the template
  11. Build and load the OLAP cubes

Upload Project into Acumatica

Before setting up SEI with Acumatica, you need to import and publish the SEI customization project in Acumatica. This customization adds all the OData inquiries needed for data extraction. DataSync uses these inquiries to load and refresh data in SQL Server. The first time you run DataSync, it creates the database and fills it with this data. This can take some time if you have a large volume of data.

Work with your Acumatica ERP consultant so you do not unpublish or overwrite other existing customization projects by accident.

Versions

The Acumatica projects in ShareFile are kept up to date with the current template. SEI maintains the four most recent Acumatica versions, which covers Acumatica's 20 month support cycle plus four months. When Acumatica releases a new version, the project for the oldest supported version is retired and stops receiving updates.

View your Acumatica version​

You need to know your Acumatica version to import the correct customization project. The version appear in the format Acumatica 20XX RX.

  1. Log in to Acumatica.
  2. In the upper right, click Tools.
  3. Select About. The version is displayed in the dialog box.

Upload to Acumatica​

  1. In Acumatica, select Customization. If not visible, click More Items.
  2. Under Profiles, click Customization Projects.
  3. Click Import.
  4. Choose the import file named NECTARI followed by your Acumatica version, located at:
    Packages\Templates\Templates - Official\20XX Release X\Acumatica\Acumatica ERP Projects
  5. Click Upload.
  6. In the project list, check the box next to the SEI project.
  7. Click Publish.


Scenario 1 & 2: Non-Cloud / Consolidated – Create the Source Connection →

Scenario 3: Cloud – Import the Synchronization Extractions →