Acumatica
Keep Acumatica in step with your orders, stock and finance, with the right person approving every posting.
90 ways to read, 21 ways to write, each write switched on by you.
Quality checks
Built and tested with example responses.
- Ready to connect: doneEvery listed action is built in.
- Built and tested with example responses: doneEach action is built from the provider’s published API and tested against example responses, errors, rate limits and paging.
Connected, approved, proven.
The things teams do most with Acumatica, an example flow with a person in the loop, and what Nexra keeps as proof.
Top actions
- Create AP billApproval by rule
- Create support caseApproval by rule
- List AR invoices and memosRead
Example flow
- Acumatica · List AR invoices and memosDone
- Acumatica · Create AP billNeeds approval
- Nexra · Record the decision and result in the evidence chainProven
Example workflow. Routine runs go through on their own. Only a change your rules flag, such as one over a limit you set, waits for the right person, who sees the exact change and the rule before it reaches Acumatica.
What gets logged
- Whether it ran on its own or who approved it, and under which rule
- A fingerprint of the exact request sent to Acumatica
- Acumatica's reply: what it created or changed
- One entry in the evidence chain, linked to the one before
Try this in the sandbox
Run the whole flow with test data in your sandbox, then connect your own account when you are ready to go live.
For developers
Technical detail
Adds Acumatica orders, invoices, bills, purchasing, shipments, payments (read), inventory, items, customers, contacts, CRM, projects, time and GL reference data.
Acumatica API docs- Source actions
- 90
- Destination actions
- 21
- Data types
- 31
What you can map
Reads are always available. Writes are off until you switch them on for a connection, and governed writes follow your policies.
Ar invoices3
- Get AR invoiceSource
One AR invoice by record ID, with Details.
- List AR invoices and memosSourceIncremental
AR invoices and memos from the Invoice entity with Details.
- Find AR invoices and memos by Type / ReferenceNbrSource
Exact match on Type and ReferenceNbr ($filter built from validated values).
Bills5
- Create AP billDestinationNot retried automaticallyApproval before production
Creates a AP bill; Acumatica assigns the document number.
- Get AP billSource
One AP bill by record ID, with Details.
- List AP billsSourceIncremental
AP bills from the Bill entity with Details.
- Find AP bills by Type / ReferenceNbrSource
Exact match on Type and ReferenceNbr ($filter built from validated values).
- Update AP billDestinationProvider duplicate protectionApproval before production
Updates supplied fields on an existing AP bill by record ID (If-Match: *).
Business accounts3
- Get business accountSource
One business account by record ID.
- List business accountsSourceIncremental
Business accounts from the BusinessAccount entity.
- Find business accounts by BusinessAccountIDSource
Exact match on BusinessAccountID ($filter built from validated values).
Cases5
- Create support caseDestinationNot retried automaticallyApproval before production
Creates a support case; Acumatica assigns the document number.
- Get support caseSource
One support case by record ID.
- List support casesSourceIncremental
Support cases from the Case entity.
- Find support cases by CaseID / BusinessAccountSource
Exact match on CaseID and BusinessAccount ($filter built from validated values).
- Update support caseDestinationProvider duplicate protectionApproval before production
Updates supplied fields on an existing support case by record ID (If-Match: *).
Contacts5
- Create contactDestinationNot retried automaticallyApproval before production
Creates a contact; Acumatica assigns the document number.
- Get contactSource
One contact by record ID.
- List contactsSourceIncremental
Contacts from the Contact entity.
- Find contacts by ContactID / BusinessAccountSource
Exact match on ContactID and BusinessAccount ($filter built from validated values).
- Update contactDestinationProvider duplicate protectionApproval before production
Updates supplied fields on an existing contact by record ID (If-Match: *).
Credit notes2
- Get AR credit memoSource
One AR credit memo by record ID, with Details.
- List AR credit memosSourceIncremental
AR credit memos from the Invoice entity with Details.
Customers4
- Get customerSource
One customer by record ID.
- List CustomersSource
List operation for Customers.
- Find customers by CustomerID / CustomerNameSource
Exact match on CustomerID and CustomerName ($filter built from validated values).
- Upsert customerDestinationProvider duplicate protectionApproval before production
Creates or updates a customer keyed by CustomerID.
Employees3
- Get employeeSource
One employee by record ID.
- List employeesSourceIncremental
Employees from the Employee entity.
- Find employees by EmployeeIDSource
Exact match on EmployeeID ($filter built from validated values).
Entities2
- Get endpoint entity recordSource
One record of a top-level entity by its record ID (NoteID).
- List endpoint entity recordsSource
Records of any top-level entity in the configured endpoint, in Acumatica's {value} format.
Gl accounts3
- Get GL accountSource
One GL account by record ID.
- List GL accountsSourceIncremental
GL accounts from the Account entity.
- Find GL accounts by AccountCDSource
Exact match on AccountCD ($filter built from validated values).
Inventory issues4
- Create inventory issueDestinationNot retried automaticallyApproval before production
Creates a inventory issue; Acumatica assigns the document number.
- Get inventory issueSource
One inventory issue by record ID, with Details.
- List inventory issuesSourceIncremental
Inventory issues from the InventoryIssue entity with Details.
- Find inventory issues by ReferenceNbrSource
Exact match on ReferenceNbr ($filter built from validated values).
Inventory receipts4
- Create inventory receiptDestinationNot retried automaticallyApproval before production
Creates a inventory receipt; Acumatica assigns the document number.
- Get inventory receiptSource
One inventory receipt by record ID, with Details.
- List inventory receiptsSourceIncremental
Inventory receipts from the InventoryReceipt entity with Details.
- Find inventory receipts by ReferenceNbrSource
Exact match on ReferenceNbr ($filter built from validated values).
Item warehouses3
- Get item-warehouse settingSource
One item-warehouse setting by record ID.
- List item-warehouse settingsSourceIncremental
Item-warehouse settings from the ItemWarehouse entity.
- Find item-warehouse settings by InventoryID / WarehouseIDSource
Exact match on InventoryID and WarehouseID ($filter built from validated values).
Journal transactions3
- Get GL journal transactionSource
One GL journal transaction by record ID, with Details.
- List GL journal transactionsSourceIncremental
GL journal transactions from the JournalTransaction entity with Details.
- Find GL journal transactions by Module / BatchNbrSource
Exact match on Module and BatchNbr ($filter built from validated values).
Non stock items4
- Get non-stock itemSource
One non-stock item by record ID.
- List non-stock itemsSourceIncremental
Non-stock items from the NonStockItem entity.
- Find non-stock items by InventoryIDSource
Exact match on InventoryID ($filter built from validated values).
- Upsert non-stock itemDestinationProvider duplicate protectionApproval before production
Creates or updates a non-stock item keyed by InventoryID.
Opportunities5
- Create opportunityDestinationNot retried automaticallyApproval before production
Creates a opportunity; Acumatica assigns the document number.
- Get opportunitySource
One opportunity by record ID.
- List opportunitiesSourceIncremental
Opportunities from the Opportunity entity.
- Find opportunities by OpportunityID / BusinessAccountSource
Exact match on OpportunityID and BusinessAccount ($filter built from validated values).
- Update opportunityDestinationProvider duplicate protectionApproval before production
Updates supplied fields on an existing opportunity by record ID (If-Match: *).
Payment methods3
- Get payment methodSource
One payment method by record ID.
- List payment methodsSourceIncremental
Payment methods from the PaymentMethod entity.
- Find payment methods by PaymentMethodIDSource
Exact match on PaymentMethodID ($filter built from validated values).
Payments3
- Get AR paymentSource
One AR payment by record ID, with DocumentsToApply.
- List AR paymentsSourceIncremental
AR payments from the Payment entity with DocumentsToApply.
- Find AR payments by Type / ReferenceNbrSource
Exact match on Type and ReferenceNbr ($filter built from validated values).
Project tasks3
- Get project taskSource
One project task by record ID.
- List project tasksSourceIncremental
Project tasks from the ProjectTask entity.
- Find project tasks by ProjectID / ProjectTaskIDSource
Exact match on ProjectID and ProjectTaskID ($filter built from validated values).
Projects3
- Get projectSource
One project by record ID.
- List projectsSourceIncremental
Projects from the Project entity.
- Find projects by ProjectIDSource
Exact match on ProjectID ($filter built from validated values).
Purchase orders5
- Create purchase orderDestinationNot retried automaticallyApproval before production
Creates a purchase order; Acumatica assigns the document number.
- Get purchase orderSource
One purchase order by record ID, with Details.
- List purchase ordersSourceIncremental
Purchase orders from the PurchaseOrder entity with Details.
- Find purchase orders by Type / OrderNbrSource
Exact match on Type and OrderNbr ($filter built from validated values).
- Update purchase orderDestinationProvider duplicate protectionApproval before production
Updates supplied fields on an existing purchase order by record ID (If-Match: *).
Purchase receipts3
- Get purchase receiptSource
One purchase receipt by record ID, with Details.
- List purchase receiptsSourceIncremental
Purchase receipts from the PurchaseReceipt entity with Details.
- Find purchase receipts by Type / ReceiptNbrSource
Exact match on Type and ReceiptNbr ($filter built from validated values).
Sales invoices5
- Create sales invoiceDestinationNot retried automaticallyApproval before production
Creates a sales invoice; Acumatica assigns the document number.
- Get sales invoiceSource
One sales invoice by record ID, with Details.
- List sales invoicesSourceIncremental
Sales invoices from the SalesInvoice entity with Details.
- Find sales invoices by Type / ReferenceNbrSource
Exact match on Type and ReferenceNbr ($filter built from validated values).
- Update sales invoiceDestinationProvider duplicate protectionApproval before production
Updates supplied fields on an existing sales invoice by record ID (If-Match: *).
Sales orders5
- Create sales orderDestinationNot retried automaticallyApproval before production
Creates a sales order; Acumatica assigns the document number.
- Get sales orderSource
One sales order by record ID, with Details.
- List sales ordersSourceIncremental
Sales orders from the SalesOrder entity with Details.
- Find sales orders by OrderType / OrderNbrSource
Exact match on OrderType and OrderNbr ($filter built from validated values).
- Update sales orderDestinationProvider duplicate protectionApproval before production
Updates supplied fields on an existing sales order by record ID (If-Match: *).
Shipments3
- Get shipmentSource
One shipment by record ID, with Details.
- List shipmentsSourceIncremental
Shipments from the Shipment entity with Details.
- Find shipments by ShipmentNbrSource
Exact match on ShipmentNbr ($filter built from validated values).
Stock items4
- Get stock itemSource
One stock item by record ID, with WarehouseDetails.
- List stock itemsSourceIncremental
Stock items from the StockItem entity with WarehouseDetails.
- Find stock items by InventoryIDSource
Exact match on InventoryID ($filter built from validated values).
- Upsert stock itemDestinationProvider duplicate protectionApproval before production
Creates or updates a stock item keyed by InventoryID.
Tax categories3
- Get tax categorySource
One tax category by record ID.
- List tax categoriesSourceIncremental
Tax categories from the TaxCategory entity.
- Find tax categories by TaxCategoryIDSource
Exact match on TaxCategoryID ($filter built from validated values).
Time entries3
- Create time entryDestinationNot retried automaticallyApproval before production
Creates a time entry; Acumatica assigns the document number.
- Get time entrySource
One time entry by record ID.
- List time entriesSourceIncremental
Time entries from the TimeEntry entity.
Vendor payments3
- Get AP paymentSource
One AP payment by record ID, with Details.
- List AP checks and paymentsSourceIncremental
AP checks and payments from the Check entity with Details.
- Find AP checks and payments by Type / ReferenceNbrSource
Exact match on Type and ReferenceNbr ($filter built from validated values).
Vendors4
- Get vendorSource
One vendor by record ID.
- List vendorsSourceIncremental
Vendors from the Vendor entity.
- Find vendors by VendorIDSource
Exact match on VendorID ($filter built from validated values).
- Upsert vendorDestinationProvider duplicate protectionApproval before production
Creates or updates a vendor keyed by VendorID.
Warehouses3
- Get warehouseSource
One warehouse by record ID.
- List warehousesSourceIncremental
Warehouses from the Warehouse entity.
- Find warehouses by WarehouseIDSource
Exact match on WarehouseID ($filter built from validated values).
Access and limits
- Authentication
- Acumatica OAuth access token (same credential as the built-in adapter)
- Plans and access
- All Acumatica ERP editions (SaaS and private cloud/on-premises). Access follows the roles of the user that authorised the OAuth token.
- Test environment
- Partners and customers can request test tenants from Acumatica or their partner.
- Rate limits
- Licence-based request and concurrency limits per instance; HTTP 429 when exceeded.
- Pagination
- $top/$skip offsets.
- Provider events
- Push notifications configured on generic inquiries (SM302000). Flows run on demand, on a schedule, or when a scheduled check finds new or changed records.
Before you build a flow
- Customer reads, OAuth authentication and pagination implemented.
- SalesOrder uses LastModified for incremental reads; the other entities use LastModifiedDateTime (as published for 24.200.001).
- Creates of auto-numbered documents have no idempotency key and are not repeated automatically.
- Payments, shipments, purchase receipts, employees, projects and journal transactions are read-only: payment capture, shipment confirmation and posting are actions with financial or irreversible effects.
- Acumatica does not support filters on detail lines.
- Search operations build $filter only from validated key values (letters, digits and basic punctuation, never quotes) combined with eq and and. Email and phone are never used as filters, so personal data stays out of URLs.
- Endpoint actions are never called: no release, confirm-shipment, capture, approve, activate, close or convert actions. AR invoices, payments, shipments, receipts, journal transactions, project tasks and reference data are read only; inventory issues, contacts, opportunities, cases and time entries are created unreleased or pending.
- Opportunity, Case and Contact creates assign auto-numbered IDs and have no idempotency key; they are not repeated automatically.
- Credit notes are AR credit memos read from the Invoice entity filtered to Type Credit Memo; vendor debit adjustments are returned by the AP bills read (Bill Type Debit Adj.). The Invoice currency field is not in Acumatica's published examples and returns null when absent.
- Vendor payments are read from the Check entity (Checks and Payments, AP302000); its field names follow Acumatica's published REST examples.
- Bank transactions: the Default endpoint has no bank statement or bank feed transaction entity, so bank reconciliation reads are not available. Endpoint 24.200.001 adds CashTransaction (Cash Transactions, CA304000, manual cash entries only), but its fields are not published; it can be read with the generic entities.list operation.
Developer reference
- Create the Acumatica credentials described above with the narrowest permissions your flows need.
- In Nexra, open Connect, then Connections, then New connection, choose Acumatica, enter its settings and credentials, and tick only the write actions you need. Connection guide
- Test the connection, then use its actions as flow sources and destinations. Flow guide
Machine-readable detail: GET /api/public/connect/connectors/acumatica and the Connections API.