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The Acumatica ODBC Driver is a powerful tool that allows you to connect with live Acumatica data, directly from any applications that support ODBC connectivity.

Access Acumatica like you would a database - read, write, and update Accounts, Bills, Customers, Leads, etc. through a standard ODBC Driver interface.

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Create an SAP BusinessObjects Universe on the CData ODBC Driver for Acumatica


Provide connectivity to Acumatica data through an SAP BusinessObjects universe.

This article shows how to create and publish an SAP BusinessObjects universe on the CData ODBC Driver for Acumatica. You will connect to Acumatica data from the Information Design Tool as well as the Web Intelligence tool.

Connect to Acumatica as an ODBC Data Source

If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.

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.

When you configure the DSN, you may also want to set the Max Rows connection property. This will limit the number of rows returned, which is especially helpful for improving performance when designing reports and visualizations.

Create an ODBC Connection to Acumatica Data

This section shows how to create a connection to the Acumatica ODBC data source in the Information Design Tool. After you create a connection, you can analyze data or create a BusinessObjects universe.

  1. Right-click your project and click New -> New Relational Connection.

  2. In the wizard that is displayed, enter a name for the connection.

  3. Select Generic -> Generic ODBC datasource -> ODBC Drivers and select the DSN.

  4. Finish the wizard with the default values for connection pooling and custom parameters.

Analyze Acumatica Data in the Information Design Tool

In the Information Design Tool, you can use both published and local ODBC connections to browse and query data.

  1. In the Local Projects view, double-click the connection (the .cnx file) to open the Acumatica data source.

  2. On the Show Values tab, you can load table data and enter SQL queries. To view table data, expand the node for the table, right-click the table, and click Show Values. Values will be displayed in the Raw Data tab.

  3. On the Analysis tab, you can drag and drop columns onto the axes of a chart.

Publish the Local Connection

To publish the universe to the CMS, you additionally need to publish the connection.

  1. In the Local Projects view, right-click the connection and click Publish Connection to a Repository.

  2. Enter the host and port of the repository and connection credentials.

  3. Select the folder where the connection will be published.

  4. In the success dialog that results, click Yes to create a connection shortcut.

Create a Universe on the ODBC Driver for Acumatica

You can follow the steps below to create a universe on the ODBC driver for Acumatica. The universe in this example will be published to a repository, so it uses the published connection created in the previous step.

  1. In the Information Design Tool, click File->New Universe.

  2. Select your project.

  3. Select the option to create the universe on a relational data source.

  4. Select the shortcut to the published connection.

  5. Enter a name for the Data Foundation.

  6. Import tables and columns that you want to access as objects.

  7. Enter a name for the Business Layer.

Publish the Universe

You can follow the steps below to publish the universe to the CMS.

  1. In the Local Projects view, right-click the business layer and click Publish -> To a Repository.

  2. In the Publish Universe dialog, enter any integrity checks before importing.

  3. Select or create a folder on the repository where the universe will be published.

Query Acumatica Data in Web Intelligence

You can use the published universe to connect to Acumatica in Web Intelligence.

  1. Open Web Intelligence from the BusinessObjects launchpad and create a new document.

  2. Select the Universe option for the data source.

  3. Select the Acumatica universe. This opens a Query Panel. Drag objects to the Result Objects pane to use them in the query.