Centage enables you to upload current data from your accounting or ERP system to analyze or use in your budget. After you set up an integration between Centage and your accounting system, Centage can extract data every night to use for the next day.

Centage can integrate with many accounting systems, including Acumatica.

This Implementation guide shows you, a Centage Administrator and Acumatica Administrator, how to authorize access to your General Ledger data in Acumatica.

Integration Overview
 

Centage’s integration can pull in core General Ledger structures and information from Acumatica. It extracts data every night to ensure fresh data is populated into Centage for the following day.

We extract the following information:

General Ledger

• Account Classes
• Account Groups
• Accounts
• Branches
• Companies
• Currencies
• Currency Info
• Customers Vendors
• Ledgers
• Periods
• Projects
• Project Tasks
• Sub Accounts
• Transactions
   

Getting Started

Are you using Web Services for your Acumatica environment?

You can enable Web Services for your Acumatica environment. This feature allows users to sign into your organization’s Acumatica site via a web browser without needing to connect to the server through a remote desktop connection.

If you are unsure which configuration you have, or if your Web Services is not enabled, please reach out to an administrator in your Acumatica system. 

For customers with Web Services enabled, please continue with the instructions below.

Please Note: The version of Acumatica may affect navigation. For your convenience, this document includes Screen IDs. To navigate with a Screen ID, simply enter it into the search field at the top of your Acumatica site as shown below:

Importing and Publishing Customization Project 
 

Publishing the Customization Project will load in the Generic Inquiries, Site Map objects, and Web Service Endpoints that Centage Integration requires.

Download Customization Project

Download the Centage Integration Customization Project ZIP file here.

Import Customization Project

Step 1: Go to Customization Projects (Screen ID: SM204505).

Step 2: Click Import.

Step 3: Click Choose File.

Step 4: Locate the zip file named: CentageIntegration.zip.  A download link was provided in the integration welcome email.

Step 5: Click Upload.

Publish Customization Project
 

Please Note: Active website users will be logged out.

Step 1: Mark the checkbox (pictured below) to select the project CentageIntegration.

Step 2: Click Publish. The project will be validated and if successful, will give a warning that active users will be logged out.

Step 3: Click Publish (again). This will update the database and load all the project items.

Step 4: Once the Website updated is displayed, you may click the x to close the Compilation window.

The Customization Projects screen will reload and you should now see the project as Published.

 

Please Note: If an error occurs, most likely it will be due to some version conflict. In any case, please notify Centage Integration so we may help you resolve the issue.

Acumatica User & Role Configurations
 

Create and set up a User Role for Centage Integration so the team can extract only the necessary data from your Acumatica organization.

Creating an Acumatica Role

Step 1: Go to User Roles (Screen ID: SM201005).

Step 2: Enter Role Name: CentageIntegration.

Step 3: Enter Role Description: Centage Integration.

Step 4: Unselect Guest Role.

Step 5: Click Save.

Assign Role Access Rights

Assign Access Rights to the new User Role you created. Permissions are set at two levels: modules and folders, which use Granted or Revoked, and individual screens, which use Revoked, View Only, Edit, Insert, or Delete.

Step 1: Go to Access Rights by Role (Screen ID: SM201025).

Step 2: Select Role Name: CentageIntegration.

Step 3: In the navigation tree, click the top node (default name is Company). The grid will show each module as a row.

Step 4: In the grid, set the following modules to Granted. Granting a module covers every screen inside it, so you do not need to change the individual screens.

• Data Views (Granted): Allows the Centage Integration to access Generic Inquiry results. To limit access, you can leave Data Views revoked and instead set only the nodes prefixed with “Centage” to Delete.
• Finance (Granted): Allows the Centage Integration team to generate Trial Balances and other reports for reconciliation and troubleshooting. You may revoke this permission and grant it only when needed.

Step 5: In the navigation tree, expand Hidden, select the Centage folder, and set it to Granted. This allows our user account to access the resulting data for each Generic Inquiry. Do not grant the entire Hidden module.

Step 6: Expand the following modules in the navigation tree and set each screen to the access level shown.

• Customization > Customization Projects (Delete): Allows your Centage Integration Specialist to cleanly reload the Customization Project if needed. The CentageIntegration Customization Project will never be published without your prior authorization.
• Customization > Generic Inquiries (Delete): Allows us to rebuild or remove a Centage Generic Inquiry. Acumatica occasionally renames fields and table names, which can break integrations.
• Customization > Site Map (Delete): Allows us to fix or remove a Centage Site Map item that is no longer valid or is causing issues after an Acumatica upgrade.
• Integration > Web Service Endpoints (Delete): Allows us to troubleshoot and validate the endpoint if the integration stops working after an Acumatica upgrade.
• Integration > Web Services (Delete): Allows us to troubleshoot and validate the endpoint if the integration stops working after an Acumatica upgrade.
• System Management > Tenants (View Only): Required for us to build the initial connection to your Acumatica site.

Step 7: Click Save.

Create a User for Centage Integration

Create a new user that Centage Integration can use. Assign it the User Role you created.

Step 1: Go to Users (Screen ID: SM201010) and select Generate Password.

Step 2: Enter the following:

• Login: Centage
• Email: integration@centage.com

Ensure the following are selected:

• Allow Password Recovery
• Allow Password Changes
• Password Never Expires
  Force User to Change Password on Next Login

Step 3: Click on the tab Roles below and select CentageIntegration and the Access Role for each of your company(ies)

Step 4: Click Save.

What’s Next?

The Centage Integration team will receive a welcome email from Acumatica once the user account is created. We will confirm access to the required screens and data and will begin our integration work.

Once completed, we will notify our Consultants to begin validating the data and they will reach out if necessary.

If you have any questions or need assistance, please contact Centage Integration by email at Integration@Centage.com.