Email support@dataself.com with:
- Your Acumatica URL
- Acumatica Tenant(s) to extract data from
- An Acumatica user credentials:
- You might use an existing user or create a new one. If you create a new one: name it dataself with email support@dataself.com.
- Minimum roles: "Anonymous". For Acumatica v2020 R2 or newer: "OData v4".
- Depending on the Acumatica security settings, the Anonymous role won't be enough for OData extraction.
- Set up the password to never expire.
Important: Depending on your Acumatica security setup, you might need to add/remove additional roles. For instance, restricting the user to access one branch data only.
Recommended: Also add the following roles so DataSelf might be able to provide further support: Administrator, BI, Customizer, DashboardDesigner, ReportDesigner.
Important: Only people properly trained in Acumatica should make changes to its settings. Please consult your Acumatica VAR for assistance.
How to set up the DataSelf user in Acumatica: