About the Acumatica Connector

Acumatica is a fast-growing cloud ERP provider designed to meet the needs of mid-sized organizations. Acumatica ERP provides business applications for finance, distribution, customer management, accounting and more. The Cleo Integration Cloud Acumatica connector allows you to quickly create seamless integrations between Acumatica and your other business applications, including e-commerce platforms, marketplaces, fulfillment, and payment systems. Keep data aligned between Acumatica and all your business-critical on-premise and cloud applications, and ecosystem of partners, suppliers, and customers.

APIs

Cleo's application connector makes integrating with Acumatica APIs easy so you can speed the time to value, take direct action on orders, inventory, and invoices, and automate Acumatica dataflows leading to greater reliability and accuracy for critical business processes including order to cash, procure to pay, load tender to invoice and more.

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Acumatica Application Connector

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Cleo's Acumatica connector provides APIs so you can take action

API Action

Accounts • Search (by List, ID, Keys) • Delete (by ID, Keys) • Replace (by File, Entity)

Attachments

• Delete an attachment by ID • Retrieve an attachment by ID • Update an attachment by ID • Retrieve the binary attachment data

Account by period inquiry • Search (by List, ID, Keys) • Delete (by ID, Keys) • Replace (by File, Entity)

Account by sub-account inquiry • Search (by List, ID, Keys) • Delete (by ID, Keys) • Replace (by File, Entity)

Account details inquiry • Search (by List, ID, Keys) • Delete (by ID, Keys) • Replace (by File, Entity)

Account location • Search (by List, ID, Keys) • Delete (by ID, Keys) • Replace (by File, Entity)

Account summary inquiry • Search (by List, ID, Keys) • Delete (by ID, Keys) • Replace (by File, Entity)

Adjustment • Search (by List, ID, Keys) • Delete (by ID, Keys) • Replace (by File, Entity)

Attribute definition • Search (by List, ID, Keys) • Delete (by ID, Keys) • Replace (by File, Entity)

Bill

• Search (by List, ID, Keys) • Delete (by ID, Keys) • Replace (by File, Entity) • Release bill • Reverse bill

Business account

• Search (by List, ID, Keys) • Delete (by ID, Keys) • Replace (by File, Entity) • Change business account ID • Check for duplicates • Covert to customer • Validate • Mark as validated

Carrier • Search (by List, ID, Keys) • Delete (by ID, Keys) • Replace (by File, Entity)

Cash sale

• Search (by List, ID, Keys) • Delete (by ID, Keys) • Replace (by File, Entity) • Release cash sale

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API Action

Check

• Search (by List, ID, Keys) • Delete (by ID, Keys) • Replace (by File, Entity) • Release check

Contact

• Search (by List, ID, Keys) • Delete (by ID, Keys) • Replace (by File, Entity) • Check for duplicates • Close contact as duplicate • Convert contact to duplicate • Copy from Company • Validate contact address • Mark contact as validated

Contract usages • Search (by List, ID, Keys) • Delete (by ID, Keys) • Replace (by File, Entity)

Currency • Search (by List, ID, Keys) • Delete (by ID, Keys) • Replace (by File, Entity)

Customer • Search (by List, ID, Keys) • Delete (by ID, Keys) • Replace (by File, Entity)

Customer class • Search (by List, ID, Keys) • Delete (by ID, Keys) • Replace (by File, Entity)

Customer location • Search (by List, ID, Keys) • Delete (by ID, Keys) • Replace (by File, Entity)

Customer payment method • Search (by List, ID, Keys) • Delete (by ID, Keys) • Replace (by File, Entity)

Customer price class • Search (by List, ID, Keys) • Delete (by ID, Keys) • Replace (by File, Entity)

Discount

• Search (by List, ID, Keys) • Delete (by ID, Keys) • Replace (by File, Entity) • Update discounts

Discount code • Search (by List, ID, Keys) • Delete (by ID, Keys) • Replace (by File, Entity)

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©2019 Cleo. All rights reserved. Cleo is a trademark of Cleo. Other marks are the property of their respective owners. cleo.com +1.815.282.7695 4

API Action

Email

• Search (by List, ID, Keys) • Delete (by ID, Keys) • Replace (by File, Entity) • Send • Select source • Select related entity • Restore deleted email • Restore archived email • Process email • Download EmiFile • Create task email • Create opportunity email • Create lead email • Create expense receipt email • Create event email

Email processing

• Search (by List, ID, Keys) • Delete (by ID, Keys) • Replace (by File, Entity) • Process email • Process all email

Employee • Search (by List, ID, Keys) • Delete (by ID, Keys) • Replace (by File, Entity)

Event

• Search (by List, ID, Keys) • Delete (by ID, Keys) • Replace (by File, Entity) • Accept invitation • Cancel activity event • Complete and follow up event • Complete event • Export card event • Invite all event • Invite event • Reject invitation

Financial period

• Search (by List, ID, Keys) • Delete (by ID, Keys) • Replace (by File, Entity) • Generate periods

Financial year • Search (by List, ID, Keys) • Delete (by ID, Keys) • Replace (by File, Entity)

Fob point • Search (by List, ID, Keys) • Delete (by ID, Keys) • Replace (by File, Entity)

Interbranch account mapping • Search (by List, ID, Keys) • Delete (by ID, Keys) • Replace (by File, Entity)

Inventory allocation inquiry • Search (by List, ID, Keys) • Delete (by ID, Keys) • Replace (by File, Entity)

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API Action

Inventory receipt

• Search (by List, ID, Keys) • Delete (by ID, Keys) • Replace (by File, Entity) • Release inventory receipt

Inventory summary inquiry • Search (by List, ID, Keys) • Delete (by ID, Keys) • Replace (by File, Entity)

Invoice

• Search (by List, ID, Keys) • Delete (by ID, Keys) • Replace (by File, Entity) • Release invoice • Reverse invoice

Item class • Search (by List, ID, Keys) • Delete (by ID, Keys) • Replace (by File, Entity)

Item sales category • Search (by List, ID, Keys) • Delete (by ID, Keys) • Replace (by File, Entity)

Item warehouse • Search (by List, ID, Keys) • Delete (by ID, Keys) • Replace (by File, Entity)

Journal transaction

• Search (by List, ID, Keys) • Delete (by ID, Keys) • Replace (by File, Entity) • Release journal transaction

Journal voucher

• Search (by List, ID, Keys) • Delete (by ID, Keys) • Replace (by File, Entity) • Release journal transaction voucher

Kit assembly

• Search (by List, ID, Keys) • Delete (by ID, Keys) • Replace (by File, Entity) • Release kit assembly

Kit specification • Search (by List, ID, Keys) • Delete (by ID, Keys) • Replace (by File, Entity)

Lead

• Search (by List, ID, Keys) • Delete (by ID, Keys) • Replace (by File, Entity) • Check for duplicates • Close as duplicate • Convert to BA Account • Convert to contact • Convert to opportunity • Mark as validated • Validate address

Lot serial class • Search (by List, ID, Keys) • Delete (by ID, Keys) • Replace (by File, Entity)

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API Action

Non-stock item

• Search (by List, ID, Keys) • Delete (by ID, Keys) • Replace (by File, Entity) • Update standard cost non-stock item

Opportunity

• Search (by List, ID, Keys) • Delete (by ID, Keys) • Replace (by File, Entity) • Create account from opportunity • Create contact from opportunity • Create opportunity invoice • Create opportunity sales order

Payment

• Search (by List, ID, Keys) • Delete (by ID, Keys) • Replace (by File, Entity) • Capture credit card payment • Release payment • Void payment

Payment method • Search (by List, ID, Keys) • Delete (by ID, Keys) • Replace (by File, Entity)

Physical inventory count • Search (by List, ID, Keys) • Delete (by ID, Keys) • Replace (by File, Entity)

Physical inventory review

• Search (by List, ID, Keys) • Delete (by ID, Keys) • Replace (by File, Entity) • Cancel • Complete • Finish counting

Project transaction • Search (by List, ID, Keys) • Delete (by ID, Keys) • Replace (by File, Entity)

Purchase order • Search (by List, ID, Keys) • Delete (by ID, Keys) • Replace (by File, Entity)

Purchase receipt

• Search (by List, ID, Keys) • Delete (by ID, Keys) • Replace (by File, Entity) • Release

Reporting settings • Search (by List, ID, Keys) • Delete (by ID, Keys) • Replace (by File, Entity)

Sales invoice

• Search (by List, ID, Keys) • Delete (by ID, Keys) • Replace (by File, Entity) • Release sales invoice

Sales order

• Search • Delete • Replace • Cancel • Prepare • Reopen

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API Action

Sales person

• Search • Create • Search • Delete • Replace

Sales prices inquiry • Search (by List, ID, Keys) • Delete (by ID, Keys) • Replace (by File, Entity)

Sales price worksheet

• Search (by List, ID, Keys) • Delete (by ID, Keys) • Replace (by File, Entity) • Release sales price worksheet

Shipment • Search (by List, ID, Keys) • Delete (by ID, Keys) • Replace (by File, Entity)

Shipping box

• Search (by List, ID, Keys) • Delete (by ID, Keys) • Replace (by File, Entity) • Release

Shipping item • Search (by List, ID, Keys) • Delete (by ID, Keys) • Replace (by File, Entity)

Shipping zones • Search (by List, ID, Keys) • Delete (by ID, Keys) • Replace (by File, Entity)

Ship via • Search (by List, ID, Keys) • Delete (by ID, Keys) • Replace (by File, Entity)

Statement cycle • Search (by List, ID, Keys) • Delete (by ID, Keys) • Replace (by File, Entity)

Stock item

• Search (by List, ID, Keys) • Delete (by ID, Keys) • Replace (by File, Entity) • Update standard cost stock item

Sub account • Search (by List, ID, Keys) • Delete (by ID, Keys) • Replace (by File, Entity)

Task

• Search (by List, ID, Keys) • Delete (by ID, Keys) • Replace (by File, Entity) • Cancel activity • Complete and follow up • Complete • Select related entity

Tax • Search (by List, ID, Keys) • Delete (by ID, Keys) • Replace (by File, Entity)

Tax category • Search (by List, ID, Keys) • Delete (by ID, Keys) • Replace (by File, Entity)

About Cleo Integration Cloud Cleo Integration Cloud is a single, hybrid ecosystem integration platform available as a service in cloud and on-premise deployments. Its flexible architecture lets you choose between self-service or managed service models, enabling you to connect, transform, integrate, orchestrate, and analyze end-to-end application, B2B, and data integrations for improved visibility across your business ecosystems. Cleo Integration Cloud empowers technical and business personas to make better decisions, create stronger relationships with your trading partners, drive business continuity and accelerate growth as integration requirements change. No matter the integration, Cleo’s got you covered.

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API Action

Tax zone • Search (by List, ID, Keys) • Delete (by ID, Keys) • Replace (by File, Entity)

Transfer order

• Search (by List, ID, Keys) • Delete (by ID, Keys) • Replace (by File, Entity) • Release

Trial balance • Search (by List, ID, Keys) • Delete (by ID, Keys) • Replace (by File, Entity)

Units of measure • Search (by List, ID, Keys) • Delete (by ID, Keys) • Replace (by File, Entity)

Vendor class • Search (by List, ID, Keys) • Delete (by ID, Keys) • Replace (by File, Entity)

Vendor prices inquiry • Search (by List, ID, Keys) • Delete (by ID, Keys) • Replace (by File, Entity)

Voucher entry code • Search (by List, ID, Keys) • Delete (by ID, Keys) • Replace (by File, Entity)

Warehouse • Search (by List, ID, Keys) • Delete (by ID, Keys) • Replace (by File, Entity)