ETL+ for Acumatica Cloud (OData)

Owned by Cortlandt _
Oct 06, 2023
2 min read

Connecting to Acumatica and OData. For more details see also: https://dataself.atlassian.net/wiki/spaces/DS/pages/1671954475

DataSelf has been working closely with Acumatica Inc to certificate and optimize the OData extraction to be efficient, fast and cause minimal performance impact in your Acumatica ERP/CRM.

Connecting ETL+ to Acumatica

Time Required to Execute this Procedure

  • Deployment procedure: 30 minutes

  • Reading all related documentation first: hours

  • Data load: you can run the data load unassisted. It can take from minutes to hours (or even days) depending on your data volume.

1. ETL+ Deployment for Acumatica Cloud

  1. Click here to fill out the DataSelf Analytics for Acumatica Deployment Form.

  2. User Access: Click here for instructions to grant DataSelf data extract access to your Acumatica.

  3. OData Extraction Setup: Click here for instructions to deploy DataSelf Generic Inquiries (GIs).

  4. Wait until you receive an DataSelf email notifying your cloud-to-cloud deployment has been completed.

2. Level 1 Testing

The Level 1 Testing checks if the data extraction process finished successfully and the overall row count per extracted table matches with Acumatica’s replicated table row counts.

Steps

The following Test 1 steps assume ETL+ has already loaded your data manually or scheduled:

  • If you haven’t installed ETL+ on your Windows computer yet: ETL+ Deployment Instructions.

  • Login to ETL+ (help here).

  • On the ETL main page, click the top-right Log icon. Log page help here.

  • Scroll down on the log page and double-check that no table load failed, and the row count matches with the source tables in Acumatica.

    • Click here to view Acumatica’s table row count

    • Following is an example highlighting two tables and loaded row count.

In most cases, the out of the box DataSelf solution is all set once the above is completed.

Troubleshooting – see https://dataself.atlassian.net/wiki/spaces/DS/pages/1639940097

3. ETL+ OData Configuration

Only do the following if/when you need to do OData configuration maintenance!

  • Login to ETL+ (help here).

  • On the ETL main page, right-click Acumatica on the left panel → Properties.

    • The Alias box is automatically populated, but you can customize it.

    • Odata feed (URL): Enter the Acumatica OData URL. Click here for instructions.

    • User and Password: Enter the username and password to Acumatica. Click here for instructions.

    • Authentication: Set it to Basic.

    • Extraction blocks: By default, leave it at 1000 records.

    • Pause: By default, leave it at 500ms.

    • Click Connect.

  • You’ll get back to the ETL page and see tables under the Acumatica source on the left panel.