> ## Documentation Index
> Fetch the complete documentation index at: https://help.alk.work/llms.txt
> Use this file to discover all available pages before exploring further.

# Getting Started With Acumatica

> Connect your Acumatica account to ALK for reconciliation and as a Knowledge source

## 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](/workflows/reconciliation-guide).

<Note>
  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.
</Note>

## Before you start

<Note>
  **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`
</Note>

You will need:

* Admin access to your Acumatica instance
* Workspace Admin access in ALK
* Your Acumatica instance URL

## Connecting your Acumatica account to ALK

<Steps>
  <Step title="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.
  </Step>

  <Step title="Open Connected Applications">
    Under the Preferences column on the Integration page, click **Connected Applications**.
  </Step>

  <Step title="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**
  </Step>

  <Step title="Add the redirect URI">
    Click on **Redirect URIs** and add: `https://alk.wamiri.com/setup-integration`. This is the default redirect URI for ALK.
  </Step>

  <Step title="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.

    <Warning>
      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.
    </Warning>
  </Step>

  <Step title="Generate your Client ID">
    Click the save icon to generate your Client ID. Copy and save it for the next step.
  </Step>

  <Step title="Find your instance URL">
    Your instance URL follows this format:

    ```text theme={null}
    https://yourinstance.acumatica.com/entity/DEFAULT/20.200.001
    ```

    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.
  </Step>

  <Step title="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.
  </Step>
</Steps>

## 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.

## Related articles

* [Reconciliation Overview](/workflows/reconciliation)
* [How to Run a Reconciliation](/workflows/reconciliation-guide)

## Need help?

If you run into issues, contact the Wamiri support team at [support@wamiri.com](mailto:support@wamiri.com). Include a description of the issue, any error messages you're seeing, and the steps you've already tried.