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External Applications

Form ID: (SM301000)

You can use this form to set up integration with external applications. For example, you can integrate Power BI to display its reports in Acumatica ERP. After you set up the integration with an application, you can add the resources provided by this application on the Application Resources (SM301010) form. For details, see Integration with External Applications.

Back to TopForm Toolbar

The form toolbar includes the buttons described below.

Command Description
View Redirect URI Opens the Redirect URI dialog box, where you can view and copy the URL that will be used as the destination after successful authentication in the external application.
Sign In Opens the sign-in page of the application by using the client ID and the client secret that you specified in the corresponding boxes.
This command is unavailable for applications that support separate access tokens for each user. To sign in to these applications, each user should use the Sign In command on the User Profile (SM203010) or Email Accounts (SM204002) form.

Back to TopSummary Area

You can use this area to specify the settings of a new integration with an external application and to edit the settings of an existing integration.

Element Description
Application ID The unique identifier of the application integration, which is generated automatically by the system.
Type The type of application to be used for the integration.
You can select one of the following types:
  • HMRC Making Tax Digital: This type is intended for support of Making Tax Digital (MTD) in the United Kingdom. This type appears on the list if the UK Localization feature is enabled on the Enable/Disable Features (CS100000) form. If this option is selected, the Client ID, Client Secret, and Return Url boxes in the Application section of the current form become hidden.
    • For details, see Configuring Support for Making Tax Digital (MTD).
  • Power BI: This type is intended for reports created in Microsoft Power BI. These reports are kept in a user’s personal workspace. Acumatica ERP works with these reports on behalf of this user and uses the OAuth 2.0 protocol for integration.
    • For details, see Configuration Steps for Power BI.
  • Power BI Embedded: This type is intended for the integration of Microsoft Power BI reports with the Microsoft Power BI Embedded tool.
    • For details, see Configuration Steps for Power BI Embedded.
  • Microsoft Graph: This type is intended for integration with services that support Microsoft Graph API, including Microsoft Exchange Server and Microsoft Office 365.
  • OAuth 2.0: This type is intended for integration with services that support multitoken authorization with the OAuth 2.0 protocol.
  • PDF Annotator Embed Key: This type is intended for integration with the Adobe PDF Embed API that support PDF annotations.
  • Exchange Online SMTP/IMAP/POP3: Deprecated. This type is intended for integration with Microsoft Exchange Server or Microsoft Office 365 if you want to collect or send emails only.
  • Exchange Online EWS: Deprecated. This type is intended for the integration with Microsoft Exchange Server or Microsoft Office 365 if you want full integration with the services (that is, synchronization of emails, tasks, and events).
  • Google SMTP/IMAP/POP3: This type is intended for the integration with Gmail if you want to collect or send emails only.
Application Name The name of the application that will be displayed in Acumatica ERP. You should type a unique name within your Acumatica ERP instance. This box is required for a new integration.
Client ID The client ID that you obtain during the registration of your Acumatica ERP instance on the application side. This box is required for a new integration.
Client Secret The client secret that you have obtained during the registration of your Acumatica ERP instance on the application side. This box is required for a new integration.
Authorization Endpoint The URL where authorization requests are sent. This box is displayed only when the OAuth 2.0 application type is selected.
Token Endpoint The URL where token requests are sent. This box is displayed only when the OAuth 2.0 application type is selected.

Back to TopTokens Tab

On this tab, you can view information about the access (authentication) tokens that the system uses to build a connection between Acumatica ERP and the external application by using the OAuth 2.0 protocol (for example, for the OAuth 2.0 or Power BI integration type). You can refresh the authentication tokens that are about to expire or that have expired on the Refresh Application Access Tokens (SM501000) form.

The table toolbar has only standard buttons.

Table Columns

Column Description
Obtained On The date and time when the access token for the external application was obtained. This column is displayed only when the OAuth 2.0 application type is selected.
Expires On The date and time of expiration of the access token for the external application.
Bearer The email address of a user who is signed in to the external application. This column is hidden when the OAuth 2.0 application type is selected.
Entity The type of entity for which the token was requested. This column is displayed only when the OAuth 2.0 application type is selected.
Requested For The entity for which the token was requested. This column is displayed only when the OAuth 2.0 application type is selected.
Token Description A description of the token. This column is displayed only when the OAuth 2.0 application type is selected.

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