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Create an Acumatica Connected Application

Create an Acumatica connected application for Stacksync.

Create a connected application to generate the credentials Stacksync requires.

Prerequisites

Before you begin, confirm that you have:

  • Administrative access to Acumatica
  • Permission to manage connected applications
  • Your Acumatica instance URL

1. Open the Connected Applications screen

Sign in to Acumatica. Use the search bar to find Connected Applications.

Acumatica search for "Connected Application" with the "Connected Applications" menu result highlighted
Acumatica "Connected Applications" screen with a new record and empty Client Name, Flow and Secrets tab

2. Create a connected application

Create a new application record.

Acumatica Connected Applications form with Client Name set to "Stacksync"

Enter a recognizable name, such as Stacksync.

Set Flow to Authorization Code.

Acumatica Connected Applications Flow dropdown with "Authorization Code" selected

Configure the token expiration:

  • Set Mode to Sliding Expiration.
  • Set Absolute Lifetime (Days) to Infinite.
  • Set Sliding Lifetime (Days) to 15.
Acumatica connected app with Flow "Authorization Code" and Refresh Tokens set to Sliding Expiration, 15 days

3. Configure the redirect URI

Add this redirect URI:

https://app.stacksync.com/oauth/callback

Enter the redirect URI exactly. An incorrect value prevents authorization.

Acumatica Redirect URIs tab with "https://app.stacksync.com/oauth/callback" entered

4. Create a client secret

Open the SECRETS tab. Add a new shared secret.

Acumatica connected app with the "Secrets" tab and "Add Shared Secret" button highlighted

In the Add Shared Secret dialog:

  1. Enter a recognizable description.
  2. Leave Expires On (UTC) blank.
  3. Copy and store the Value securely.
  4. Click OK.
Acumatica "Add Shared Secret" dialog with Description, Expires On and a redacted secret Value, plus OK and Cancel

Copy the secret before closing the dialog. Acumatica does not show it again.

5. Save the application

Save the connected application. Acumatica then generates the Client ID.

Use these values to connect Acumatica to Stacksync:

  • Acumatica instance URL
  • Client ID
  • Client Secret
Saved Acumatica Stacksync connected app with a generated Client ID and a "Testing Key" shared secret

If you have any questions or run into any blockers, reach out anytime at hello@stacksync.com and the Stacksync team will be happy to help.

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