Connect Your Acumatica and STACK Account

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Connecting your Acumatica account to your STACK account allows you to quickly create projects in STACK based on project data imported from your Acumatica projects and send item quantities from STACK takeoffs to Acumatica to populate your Sales Orders. (See Create a Project from an External Source and Export Item Quantities to Acumatica for more info.)

What to Know

• The Acumatica integration is an add-on to your STACK subscription. Contact your STACK Account Manager for pricing.
• This integration is done using Agave.
• You must have an Acumatica and STACK account.
• You can only connect one Acumatica account to your STACK account.
• Only STACK users with a role/permissions to access Account Settings can set up the connection.
• The user setting up the connection must have permissions/access to the Acumatica projects you want to import to STACK.
• This is a one-time setup. Once you have connected your STACK and Acumatica accounts, you will not need to repeat this process.

See below for instructions to:
Connect Acumatica to STACK

Connect Acumatica to STACK

1. Log in to the Acumatica account from which you want to import projects to STACK.
   NOTE: The Acumatica account user must have permissions/access to the projects you want to import.
   
   
2. Click More Items on the left menu.
3. Scroll to the Configuration section and click Integration.
   
   
4. Under Preferences, click Connected Applications.
   TIP: You may need to click Show All to expand the list to see Connected Applications.
   
   
5. Enter the Client Name (STACK).
6. Make sure the Active checkbox is selected.
7. Click on the Flow dropdown and select Authorization Code. 
8. Click the Save icon at the top left of the toolbar. (The Client ID field will autofill.)
9. Copy and save the Client ID. You will need to enter this in STACK.
   
   
10. Click ADD SHARED SECRET.
11. Enter the Description (STACK).
    NOTE: If you choose to enter an expiration date, you will have to repeat this process to connect your Acumatica and STACK accounts when that date arrives.
12. Copy and save the Value. This is the Client Secret you will need to enter in STACK.
    NOTE: You must copy and save before moving to the next step. You will NOT be able to see the Secret Value after you click OK. 
13. Click OK.
14. Click the Save icon at the top left of the toolbar.
    
    
15. Click the REDIRECT URIS tab.
16. Click the + icon.
17. Type https://app.agaveapi.com/link/oauth-callback in the Redirect URI field.
18. Click the Save icon at the top left of the toolbar.
    You are now finished in Acumatica.
19. Log in to the STACK account you want to connect to your Acumatica account.
    
    
20. Click the Settings icon at the right of the main navigation toolbar.
21. Select Account Settings from the dropdown menu.
    
    
22. Click App Integrations at the left of your screen.
23. Locate the Acumatica tile and click Connect.
    
    
24. Click Continue on the STACK uses Agave... message box.
    
    
25. Enter the URL of your Acumatica instance in the Full Acumatica URL field.
    E.g., https://acme.myacumatica.com or https://acumatica.my-company.com
    NOTE: The URL should not contain any characters after ".com".
26. Enter the name of your Acumatica instance in the Instance Name field.
27. Enter the Client ID saved in step 9.
28. Enter the Client Secret saved in step 12.
29. Click CONTINUE.
    
    
    
    
30. Click Yes, Allow on the Agave permissions screen.
    If the connection is successful, the Agave screen will close.

Anyone on your STACK account with the necessary role/permissions can now import project data from Acumatica to create a project in STACK or export item quantities from STACK to populate Acumatica Sales Orders. See Create a Project from an External Source and Export Item Quantities to Acumatica for details.

Related Articles

Create a Project from an External Source
Export Item Quantities to Acumatica

If you need additional assistance, please Contact Us.