Skip to main content

​
Overview

This guide walks you through connecting your Acumatica account to ALK. This is a one-time setup process required before you can use connected accounts for reconciliation, or use Acumatica as a Knowledge source. If you prefer to upload files manually, you can skip this and go straight to the Step-by-Step Guide.
Acumatica is no longer available as a Pulse widget source — Pulse widgets currently pull from Mono only. Acumatica connections are still used for reconciliation and as a Knowledge source.

​
Before you start

Key values (you will need these during setup)
  • Redirect URI: https://alk.wamiri.com/setup-integration
  • Base URL format: https://yourinstance.acumatica.com/entity/DEFAULT/20.200.001
You will need:
  • Admin access to your Acumatica instance
  • Workspace Admin access in ALK
  • Your Acumatica instance URL

​
Connecting your Acumatica account to ALK

1

Open Integration settings

Log in to your Acumatica account and navigate to Integration in the left sidebar. If you can’t find it, click More Items and select Integration from the menu.
2

Open Connected Applications

Under the Preferences column on the Integration page, click Connected Applications.
3

Create a new application

Click the + icon to create a new application and fill in the following details:
  • Client Name: Enter your company name. This is what will be displayed to your users.
  • Flow: Select Authorization Code
  • Refresh Tokens: Set Mode to Sliding Expiration, Absolute Lifetime to Infinite, and Sliding Lifetime to 15 days
4

Add the redirect URI

Click on Redirect URIs and add: https://alk.wamiri.com/setup-integration. This is the default redirect URI for ALK.
5

Generate a client secret

Generate a client secret by clicking on the Secrets tab, then select Add Shared Secret. Add a description and set an expiry date.
Select a long expiry time to avoid having to re-authorise the app with new credentials frequently. Save and copy the secret value immediately — it will not be shown again.
6

Generate your Client ID

Click the save icon to generate your Client ID. Copy and save it for the next step.
7

Find your instance URL

Your instance URL follows this format:
To find the correct version number for your instance, navigate to Web Service Endpoints under the Integration page and note the endpoint version your instance is running.
8

Configure the connection in ALK

In ALK, navigate to Integrations and select Acumatica. Enter the following credentials:
  • Client ID — from the previous Client ID step
  • Client Secret — from the Secrets step
  • Base URL — your Acumatica instance URL
  • Tenant Type — select Test or Company (Live) depending on your account
Click Continue to Acumatica to complete the connection.

​
Important notes

  • The redirect URI is currently marked as in review. Confirm with your Wamiri contact before completing setup if you encounter any redirect errors.
  • Once connected, your bank and GL accounts will be available to select when running a reconciliation.

​
Need help?

If you run into issues, contact the Wamiri support team at support@wamiri.com. Include a description of the issue, any error messages you’re seeing, and the steps you’ve already tried.