Low Code | No Code Customizations or Integrations

Dicussions for users and power users (citizen developers) that have no or limited developer experience focused on customizations or integrations that do not require Code or use of the Customization Project Editor.

  • 60 Topics
  • 239 Replies

60 Topics

R
Captain II
ray20Captain II
asked in Low Code | No Code Customizations or Integrations

Do not allow qty=0 lines saved on Invoice without coding?

Hello,    Recently, our users typed qty=0 lines on invoice (which should have qty). So we less charged our customers due to human error.     I know we can probably put codes like below in customization to prevent this mistake.cache.RaiseExceptionHandling<ARTran.baseQty>(aRTran, aRTran.BaseQty, new PXSetPropertyException("Qty can not be 0.", PXErrorLevel.Error));    I am just wondering if there is a way to prevent qty=0 line on Invoice entry without coding.

5
Naveen Boga
Captain II
4 days ago
J
Freshman I
john55Freshman I
posted in Low Code | No Code Customizations or Integrations

How to load user-defined Smartsheet templates into Acumatica?

The SMARTSHEET SETTINGS tab added to Projects Preferences by the Acumatica/Smartsheet integration provides the ability to load Smartsheet templates into Acumatica.  You then map fields in the Smartsheet templates to Acumatica fields.  Invoking this features loads a number of existing templates.  What I’m not able to determine is, how do I add to this list Smartsheet templates that I've created myself? 

20
M
Freshman I
5 days ago
N
Freshman I
NathanKahnFreshman I
asked in Low Code | No Code Customizations or Integrations

How to look up some table data automatically?

Hello, we have a service ticket system that runs on a MS SQL server.  This system needs to see our part numbers and prices.Our old Sage 300 ERP also ran on the MS SQL server, so it was easy to see the data.  We would like this same functionality with our new Acumatica system.I considered looking into an automated export to Excel, and I guess this would be fine.  We don’t update prices often, but there will still be a case where we update a price and 5 minutes later the service ticket asks for it. Does anyone have a suggestion for this?

2
N
Freshman I
10 days ago
D
Freshman I
dbenningFreshman I
asked in Low Code | No Code Customizations or Integrations

SendGrid - Acumatica Dynamic Templates

TLDR: I want to add Acumatica specific data to the Sendgird Dynamic template for operational emails.  We’re currently testing an email notification triggered by a record update in Acumatica. In the CRM module when an Opportunity moves into a “To Estimating” stage and is saved, a business event triggers an email sent to the contact letting them know their project is being estimated. The problem is the HTML builder were using (stripo) doesn’t work well with Acumatica (the image hosting is outside of Acumatica so none of the images pass through to the email). We now have a SendGrid account and are using the dynamic template builder to create this new email, however I am not sure what I need to add into the html to allow for Sendgrid to pass Acumatica information like: >Estimate # ((CROpportunity_opportunityID)) <The other option is to build the template in sendgrid and copy/paste the html into the notification template in Acumatica...but if we are using the sendgrid API isnt the ema

2
manikantad18
Varsity III
10 days ago
iqraharrison48
Varsity I
iqraharrison48Varsity I
asked in Low Code | No Code Customizations or Integrations

Acumatica Smartsheet customization for 22R2

hi! is there a smartsheet integration customization available for 22r2? i see the client has one for 21R1 but im having trouble publishing that

3
Naveen Boga
Captain II
13 days ago
I
Freshman I
ImprovementManagerFreshman I
asked in Low Code | No Code Customizations or Integrations

Email manament that integrates with Acumatica

Hello, We are looking for a CRM helpdesk / support ticketing system / email manament software that integrates well with Acumatica.Our goal is to be able to easily log emails that are managed from our Customer Experience Team in acumatica , in order to have the information accessible to all company users.Ideally we would like to easily log new contact information in Acumatica from that software.As a plus, we would like to be able to see Acumatica data from the email software. Does anyone have any suggestion or experience to share on an email manament software that can easily integrate with Acumatica?

5
I
Freshman I
17 days ago
S
Freshman I
suebrownFreshman I
asked in Low Code | No Code Customizations or Integrations

Acumatica CRM & HubSpot

Has anyone used Acumatica for their CRM and have you used the integration with HubSpot?   Is there a lot of set up and configuration for the integration with HubSpot?   Is the integration more than imports and exports between the two?   Thank you!

12
T
Freshman I
18 days ago
estebanperalta54
Varsity I
estebanperalta54Varsity I
asked in Low Code | No Code Customizations or Integrations

Are there multiple IP addresses established for redundancy purposes within Acumatica?

I know on your computer you can run the Command Prompt, type ping, leave a space, and then enter the instance URL but I was wondering if there are other IP addresses to be aware of.

2
Chris Hackett
Community Manager
27 days ago
K
Freshman I
kemeryFreshman I
asked in Low Code | No Code Customizations or Integrations

Microsoft Dynamics 365 Integration with Acumatica

Did anybody have experience with integrating Dynamics 365 (Microsoft) to Acumatica? Particularly for their Sales and CRM data such as:customer information like email address etc to send renewals to.Then account info/invoice needs to flow back to CRM.overdue accounts need to be driven by Acumatica but reflect that in CRM in the customer record.Inventory needs to be integrated to 365 and also to the customers website which is linked to 365 right now.

1
DavidEichner
Pro II
1 month ago
J
Freshman I
jvaliente51Freshman I
asked in Low Code | No Code Customizations or Integrations

Acumatica Exchange Integration

Hello, We recently had to configure Exchange with Acumatica, and one of the things we needed to do on the Azure side was to include a line of code. Is this normal? Or is there another way of configuring it rather than to paste a few lines of code?Below is the line of code that needed to be added in Azure :    Thanks! 

4
Chris Hackett
Community Manager
1 month ago
N
ncarrier
asked in Low Code | No Code Customizations or Integrations

Project Management Software Integrations with Acumatica?

Hi there,Is there any project management software that integrates with Acumatica? I have seen the community-supported Smartsheet integration and a reference to Assignar but nothing else. We are investigating options.We are not using construction edition - we need project management for product development projects.Thank you!

1
gary92
Jr Varsity II
2 months ago
B
Bsharp
asked in Low Code | No Code Customizations or Integrations

Embedding Power Bi in Acumatica

I am trying to embed a power bi report in Acumatica from the company’s Power BI service, but when I go through all the setup procedures both in MS Azure and Acumatica and enter the client ID and client secret in the External Application form it just tells me there were errors.  I’ve blindly tried several ways to modify the setup to eliminate the error, but to no avail.Has anyone actually embedded Power BI in Acumatica?  If so, will you help me break the code?

1
RaphaelPfaff12
Jr Varsity III
2 months ago
J
Freshman I
jparvezFreshman I
asked in Low Code | No Code Customizations or Integrations

Acumatica and Power BI Integration

Hello Community, Is there any standard integration exist between power BI and Acumatica ??If yes, can anyone share the setup guide Regards,Jewel

1
RaphaelPfaff12
Jr Varsity III
2 months ago
I
Varsity I
IvanVarsity I
asked in Low Code | No Code Customizations or Integrations

cipher suites for Acumatica Saas

Hi,There is case which describes cipher suites usage in Acumatica Saas.I need to clarify ciphers suites usage for Acumatica.The question is : if I am using such expression in code :ServicePointManager.SecurityProtocol = SecurityProtocolType.Tls12;Does it mean that I my application which integrates with Acumatica Saas uses  “TLS_ECDHE_RSA_WITH_AES_256_GCM_SHA384” and“TLS_DHE_RSA_WITH_AES_256_GCM_SHA384” ciphers, because these two cipher suites are supported under TLS1.2 ?If pointing SecurityProtocolType does not mean cipher usage, how it must be implemented ?Best regards,Thanks in advance 

1
I
Varsity I
3 months ago
S
Freshman II
skater4Freshman II
asked in Low Code | No Code Customizations or Integrations

Images in Push Notifications

Hello. Im trying to export Image to website by push notification but there is just image name exporting, how can i get image url?Im using following 2 tables in inquiryThanks.

12
J
Semi-Pro III
3 months ago
sean21
Jr Varsity III
sean21Jr Varsity III
asked in Low Code | No Code Customizations or Integrations

outlook add-in for shared mailbox

Is it possible to install the outlook add-in for a shared mailbox? I have it installed for my inbox, but it’s much more useful if I can access from the shared mailbox. When I click the inbox for the shared mailbox, the add-in disappears from the ribbon. 

4
sean21
Jr Varsity III
4 months ago
M
Varsity I
mikehoVarsity I
posted in Low Code | No Code Customizations or Integrations

Integration with Klaviyo

Has anyone done any integration between Acumatica and Klaviyo (email marketing platform)? If so, I’d love to hear how you accomplished that. Thanks!

2
M
Varsity I
4 months ago
M
Freshman II
michellec11Freshman II
asked in Low Code | No Code Customizations or Integrations

outlook plugin file

Where do i download the zip file to upload the Acumatica plugin into outlook?

4
D
Varsity I
5 months ago
J
Freshman I
jparvezFreshman I
asked in Low Code | No Code Customizations or Integrations

Outlook Plug in or CRM

Hello Community, In the CRM demo i have seen, Outlook can be integrated with Acumatica ERP from Lead generation. Can anyone tell me how to do it, is there any user guide document for this setup? Thanks Jewel 

3
dsimmerly
Jr Varsity III
5 months ago
K
Jr Varsity II
KurtBauerJr Varsity II
asked in Low Code | No Code Customizations or Integrations

OpenID integration with Okta

We are starting to test the new 2021 OpenID Provider integration with Okta and are receiving an error after the user enters their credentials on their Okta page and is redirected back to Acumatica.  I have attached a screenshot for reference.I found some help on this Okta page for setting up OpenID.  Does anyone know if this is the proper guide to follow?Create an App at the Identity Provider | Okta DeveloperThanks,Kurt Bauer

3
J
Freshman I
5 months ago
T
Freshman I
tmoreno630Freshman I
asked in Low Code | No Code Customizations or Integrations

External Application Setup

Hi All,Would anyone happen to know where you can access the external application module within Acumatica?  I’ve tried using the search function in the Acumatica ERP, but have had no luck finding it.  Any help is appreciated

4
BenjaminCrisman
Acumatica Employee
6 months ago
D
Varsity I
dougmcbride79Varsity I
asked in Low Code | No Code Customizations or Integrations

Connector to / Integration with Constant Contact or MailChimp (or other)

Is there an prebuilt integration with / connector to Constant Contact or Mail Chimp?

3
E
Freshman I
6 months ago
dmzasdf
Varsity I
dmzasdfVarsity I
asked in Low Code | No Code Customizations or Integrations

Remove Sign-In

Since we have Single-Sign On, we would like to know how to remove the sign-in fields/button. This will cut down on the weekly tickets from new hires that they cannot login since they do not remember to just click the “SSO” button. We had this working in our sandbox for a while, but it failed in production so we rolled it back.We tried http://blog.acumatica.com.sg/2019/07/acumatica-sso-hiding-login-options-from.html, but not sure it works with 2021R2 or what may have caused it to fail.

0
dmzasdf
Varsity I
6 months ago
Aschneid
Jr Varsity I
AschneidJr Varsity I
asked in Low Code | No Code Customizations or Integrations

User Authorization - Smartsheet Templates

Hello All, I am in the process of integrating smartsheets and I’m running into user authorization issue. When I try to load smartsheet templates, I receive a message stating “you are not authorized to perform this task”. I am an admin-level user. Does anyone know what user role(s) need to be modified? Thanks in advance. 

12
Aschneid
Jr Varsity I
6 months ago
joelhoffman
Acumatica Moderator
joelhoffmanAcumatica Moderator
posted in Low Code | No Code Customizations or Integrations

Smartsheet integration with Acumatica

Hi Everyone,We would like to invite you to participate in a brief survey regarding the Smartsheet Acumatica Integration.  The survey will help Acumatica collect additional information about the integration and future considerations.If you follow the link below, your answers will be recorded and reviewed by the Acumatica team.We appreciate you taking time from your day to provide us feedback.https://www.surveymonkey.com/r/YW28PWDThank You!

0
joelhoffman
Acumatica Moderator
7 months ago

Badge winners

Show all badges
Terms & ConditionsCookie settings
About Acumatica ERP system
Acumatica Cloud ERP provides the best business management solution for transforming your company to thrive in the new digital economy. Built on a future-proof platform with open architecture for rapid integrations, scalability, and ease of use, Acumatica delivers unparalleled value to small and midmarket organizations. Connected Business. Delivered.
© 2008 — 2022  Acumatica, Inc. All rights reserved