Build Automated Acumatica-Connected Workflows in Zapier

Zapier is an online automation tool that connects your apps and services. When paired with CData Connect Cloud, you get access to live Acumatica data for your workflows. This article shows how to connect to Acumatica and build workflows with live Acumatica data in Zapier.

Connect to Acumatica from Zapier

To work with Acumatica in Zapier, we need to connect to Acumatica from Connect Cloud, provide user access to the connection, and create a Workspace for the Acumatica data.

Connect to Acumatica from Connect Cloud

CData Connect Cloud uses a straightforward, point-and-click interface to connect to data sources.

1. Log into Connect Cloud, click Sources, and then click Add Connection

2. Select "Acumatica" from the Add Connection panel

3. Enter the necessary authentication properties to connect to Acumatica.

   Set the following connection properties to connect to Acumatica:

   • User: Set this to your username.
   • Password: Set this to your password.
   • Company: Set this to your company.
   • Url: Set this to your Acumatica URL, in the format http://{Acumatica ERP instance URL}/entity/{Endpoint name}/{Endpoint version}/.
     For example: https://acumatica.com/entity/Default/17.200.001/

   See the Getting Started guide in the CData driver documentation for more information.

   
4. Click Create & Test
5. Navigate to the Permissions tab in the Add Acumatica Connection page and update the User-based permissions.

Add a Personal Access Token

When connecting to Connect Cloud through the REST API, the OData API, or the Virtual SQL Server, a Personal Access Token (PAT) is used to authenticate the connection to Connect Cloud. It is best practice to create a separate PAT for each service to maintain granularity of access.

1. Click on the Gear icon () at the top right of the Connect Cloud app to open the settings page.
2. On the Settings page, go to the Access Tokens section and click Create PAT.
3. Give the PAT a name and click Create.
4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

Configure Acumatica Endpoints for Zapier

After connecting to Acumatica, create a workspace for your desired table(s).

1. Navigate to the Workspaces page and click Add to create a new Workspace (or select an existing workspace).
2. Click Add to add new assets to the Workspace.
3. Select the Acumatica connection (e.g. Acumatica1) and click Next.
4. Select the table(s) you wish to work with and click Confirm.
5. Make note of the OData Service URL for your workspace, e.g. https://cloud.cdata.com/api/odata/{workspace_name}

With the connection, PAT, and Workspace configured, you are ready to connect to Acumatica data from Zapier.

Connect to Acumatica Data in Zapier Workflows

To establish a connection from Zapier to CData Connect Cloud using the OData protocol, follow these steps.

1. Log into Zapier.
2. Click Create Zap.
3. In the dialog that appears, search for "Webhooks by Zapier", and click the option underneath.
4. Under Event, select Retrieve Poll.
5. Fill in the connection details:
   • URL: Enter the OData URL (e.g. https://cloud.cdata.com/api/odata/{workspace_name}).
   • Key: Enter "value.name."
   • Authentication details: Fill in the Basic Auth or Headers. The basic option requires a user (your Connect Cloud username, e.g. [email protected]) and password (the PAT you've previously created) separated by a pipe symbol: |. The headers option requires a request type header with encoded credentials.
   
6. Click Test. If the connection is set up properly, sample records will appear.

Simplified Access to Acumatica Data from Cloud Applications

At this point, you have a direct, cloud-to-cloud connection to live Acumatica data from Zapier. For more information on gaining simplified access to data from more than 100 SaaS, Big Data, and NoSQL sources in cloud applications like Zapier, refer to our Connect Cloud page.