Skip to main content

Acumatica

CloseCore's Acumatica integration is read-only and uses the contract-based REST API. This guide is for an Acumatica administrator and takes about 10 minutes.

CloseCore reads:

  • Companies and Branches
  • Accounts
  • Account Summary (account balances)

Before you start​

Have this information ready to share with CloseCore:

  • Your Acumatica URL (for example, https://yourcompany.acumatica.com/AcumaticaERP).
  • How many tenants you have (each is connected separately) and their names.
  • Your Acumatica version (e.g. 2025 R1) and Default API version (from Web Service Endpoints, e.g. 25.200.001).
  • Your API user license limits (from the License Monitoring Console). Make sure you have capacity to create another web services API user.
  • Any IP filter / network restrictions. If present, you'll need to allow CloseCore's IP addresses (ask CloseCore for the list).

1. Create a role​

On the User Roles form, create a role named CloseCore Integration. CloseCore will provide you with a detailed permissions list during setup. Use that list to configure the role in Access Rights by Role, then click Save.

2. Create a user type​

On the User Types form, create a type called API User:

  • Allowed Sign-In Type: API
  • Allowed Concurrent Sign-Ins: 4
  • Add the CloseCore Integration role under Roles Permitted For User
  • Turn off two-factor authentication

(If you already have an API User type, you can reuse it, but make sure the settings above are applied.)

3. Create a user​

On the Users form, create a user:

  • Username: closecore
  • Set and record a password (you'll share it with CloseCore)
  • Email: an internal address or integrations@closecore.com
  • User Type: the API User type above
  • Roles: assign roles using the permissions list provided by CloseCore

Save.

4. Enter credentials into CloseCore​

Sign in at closecore.com; you'll be taken to the setup page. Enter your Acumatica instance URL, tenant name, and the API user's username and password.

Questions​

Email support@closecore.com or your account manager.