Re-Authorize Acumatica Integration

***Key Information, please review before proceeding to the instructions below***

***If a client has an Acumatica with a version of (Acumatica 2024R1 or Newer) then they can configure Acumatica to no longer require a re-authorization of 3rd party applications every 30 days. Re-authenticating 3rd party applications every 30 days is an Acumatica requirement unless you are on version (Acumatica 2024R1 or Newer) and have configured the following.***

To check your Version of Acumatica, please log into your Acumatica environment.

• Once logged in, please click on (Tools) at the top right.
  • Once in (Tools) select (About)
    • This will create a pop up window that will let you know what Version of Acumatica that you are on.

If your Version is Acumatica 2024R1 or Newer and you would like to turn off the Re-Authentication feature, please follow the steps below.

• To configure this setting in Acumatica, the client will need to log into Acumatica and go to (Connected Applications)
• Once in (Connected Applications) the client will need to find the Client ID for the Assignar Integration
• Once selected, please change the (Mode) under (Refresh Tokens) to (Sliding Expiration)
• Once (Sliding Expiration) is selected, please select 15 for the (Sliding Lifetime) and check the box next to (Infinite) 

***If a client is on an older version then 2024R1, then they will be required by Acumatica to re-authenticate 3rd party integrations (such as Assignar) every 30 days.

• The steps below will walk you through re-authorizing Acumatica so your integration can continue running without interruption.
• You can use the same steps below to change the Authentication user that the integration is associated with.

***If you are looking to change Acumatica tenants, plesae contact the Assignar Support Team**

Re-Authorization Instructions:

• Please log into your Assignar Environment
• From the navigation menu on the left hand side, please select (Settings) then select (Integrations).
• From the (Integrations) page, please select (View), within the (Acumatica card).
• From within the (Acumatica card), near the bottom you will see (Re-Authorize), please select that. (Please see the attached screenshot for reference)

• In the pop-up window, verify that your time zone is correct and select (Next)
• You will then be prompted to enter email address for notifications purposes when the integration needs re-authentication.
  • Please enter one or multiple email address and click (Next)
• On the next screen, click the (... icon) and then select (Update). (Please see the attached screenshot for reference)

• Enter the (Tenant ID) of your Acumatica instance, as well as the (Instance URL).
  • The (Tenant ID) in Assignar is the Tenant (Login Name) in Acumatica
  • The (Instance URL) is the website that you go to log in, e.g. “assignar.acumatica.com” (this may be saved from your last authentication)
• Click Save
• The webpage will then ask you to sign into Acumatica. (Please note if you are NOT prompted to sign into Acumatica, then your internet browser may be catching your current or previous Acumatica sessions stored email and password.
  • Please be sure to logout of Acumatica refresh the page and try again.
  • If you are still not prompted to sign into Acumatica after logging out, please be sure to clear your browser (cookies) or use a (Private browser window) to re-authenticate.
• Once prompted to sign into Acumatica, you will need to login with your (Assignar Integration User) login information.
  • Do not sign in with any Acumatica user, this Acumatica login is only for the (Assignar Integration User).
  • Failure to authenticate with the (Assignar Integration User) will result in the integration not having the correct permissions to push and pull data between the two systems.
• Once you click (Sign In) you may be prompted to grant permission to the integration
  • Select (Yes), Allow permissions for the default options (Access to Web Services API, Offline Access, and Remember my decision) 
• Once the authentication has been successfully renewed, select Finish
• Now, make sure that the Enable toggle at the top of the screen is toggled to the right so that your integration is enabled