Acumatica Integration - Enable Workflows

  • Updated

Before you start

  • The Acumatica Integration is implemented via our Integrations Hub, a platform that allows for intuitive & flexible set-up & management of your integrations with 3rd party systems
  • This is a paid additional feature of Assignar. Please reach out to your Assignar rep for pricing

 

Introduction

This article describes the supported workflows for Assignar's Acumatica Integration. You will learn how data is synced, how fields are mapped for each workflow, and the configuration options available for each workflow.

Data Syncing

Once set up, the Assignar - Acumatica Integration will sync as described below. In addition to the automatic time-based data syncs, users can manually initiate a sync between these intervals, resulting in data being moved across the systems sooner.

  • Automatic Syncs - Take place 3 times per day, Monday - Friday at approximately 5:00 AM, 9:00 AM, 11:00 AM, 1:00 PM and 5:00 PM Local Time. Local time is determined during the setup process
  • Manual Syncs - By clicking the Sync Now option, the sync job will enter the queue. This job will start in 30 minutes or less

Workflows

Below is a comprehensive list of the Assignar & Acumatica objects & field mappings.

 

Acumatica Customer → Assignar Client

Acumatica (Customer)

Assignar (Client)

Customer ID External ID
Status Client Active
Account Name Client Name
Address Line 1 Address
City City
State State
Postal Code Zipcode
Account Email Email
Phone 1 Mobile
Phone 2 Office Phone
GUID Integration_ID

 

Acumatica Equipment → Assignar Equipment

Acumatica (Equipment)

Assignar (Equipment)

Description

Description

Equipment ID

Equipment Name

Equipment ID

External ID

GUID

Integration_ID

 

Acumatica Employees → Assignar Fieldworkers

Acumatica (Employees)

Assignar (Fieldworkers)

Employee ID

Employee ID

Status

IsActive/Active

First Name

First Name

Last Name

Last Name

Phone1

ContactPhone/Contact

Email

Email

Address Line 1

Address

City

Suburb

State

State

Postal Code

Postcode

GUID

Integration_ID

--

User Type (Fieldworker)

--

Employment Type (Full Time)

Email

Username

 

Acumatica Projects → Assignar Projects

Acumatica (Project)

Assignar (Project)

Start Date

Start

Project ID

Project External ID

Project ID - Description

Project Name

GUID

Integration_ID

End Date

End

Customer

Client

Address Line 1, City, State, Postal Code

Project Address

 

Acumatica Project Tasks → Assignar Work Orders

Acumatica (Project Tasks)

Assignar (Work Order)

ID (Guid)

IntegrationID

Project ID

Project

Task ID

WO Number

Status

Status

Description

Job Description

Planned Start Date

Start Date

Planned End Date

End Date

Customer

Client

 

Acumatica Items → Assignar Roles

Acumatica (Items)

Assignar (Roles)

ID (Guid)

IntegrationID

Description

Role Name

Inventory ID

External ID

 

Acumatica Cost Codes → Assignar Activities

Acumatica (Cost Code)

Assignar (Activities)

ID (Guid)

IntegrationID

Cost Code (ID)

External ID

Description

Activity Name

--

Status (Active)

 

Assignar Timesheets  → Acumatica Time Activities

Assignar (Timesheets)

Acumatica (Time Activities)

IntegrationID

ID (GUID)

Project Integration ID

Project ID

Order Integration ID

Task ID

Timesheet ID - Activity Name (Job Description)

Summary

Total Time

Time Spent

Cost Code/Activity (Ext ID)

Cost Code

Order IntegrationID

Project Task

User Role (Ext ID)

Labor Item

--

Released (T/F)

 

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