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MYOB Acumatica Integration

A guide to configuring the connected application in Acumatica and connecting the tenant as an Enterprise Integration in Calxa.

Shem Bogusz avatar
Written by Shem Bogusz
Updated this week

Before you can add a MYOB Acumatica organisation to your Calxa workspace, it's essential to first establish a secure integration between your MYOB tenant and Calxa subscription. You’ll start by configuring the Connected Application in Acumatica, granting Calxa appropriate access permissions, and then enter the required credentials into your Calxa subscription settings. This article guides you through the key steps to get everything set up correctly.

💡Prerequisites

Review Calxa and MYOB Acumatica help article for more details on prerequisites and best practices for a smooth integration. The following list summaries the prerequisites.

  • Administrative access to Acumatica for connected application setup

  • Acumatica User to authenticate Acumatica to Calxa with

    • Full Access API licence in Acumatica

    • ODatav4 user role in Acumatica

  • Calxa Enterprise subscription

    • Owner or Co-Owner access to this subscription

Connected Application in Acumatica

A Connected Application must be configured in each Acumatica tenant you wish to connect to Calxa.

  1. Navigate to Configuration -> Integration -> Connected Application (Search Form ID: SM303010)

  2. Click + (Add New Record)

    Add New Record in Acumatica Connected Applications

  3. Enter the following properties

    1. Client Name: Calxa

      The name of the client application. You can specify any descriptive name you prefer.

    2. Flow: Authorization Code

    3. Mode: Sliding Expiration

    4. Absolute Lifetime (Days): Infinite
      ​The number of days after which the user must reauthenticate so Calxa can continue working with Acumatica. We suggest infinite but you can specify a number between 1 - 365 if you wish to enforce user authentication periodically.

    5. Sliding Lifetime (Days): 15
      ​This is the time frame within which Calxa needs to reconnect to Acumatica to keep the connection active. If it reconnects in time, it gets a fresh token automatically—no need for the user to sign in again. Calxa performs automated daily syncs so the default 15 days provides a comfortable buffer, but you can specify a number between 1-60 if you prefer an alternate sliding lifetime.

  4. Click Save (once saved a Client ID will be generated automatically)

  5. Copy the Client ID (keep for use in future steps: Acumatica Integration in Calxa)

    Connected Application Summary in MYOB Acumatica

  6. Click on ADD SHARED SECRET to create a secret value

    Add Shared Secret button in Acumatica Connected Applicatons

  7. Enter the following properties

    1. Description: Calxa Secret
      ​The description of the secret. You can specify any description you prefer.

    2. Expires: leave blank
      ​We suggest leaving this blank so the secret never expires—ideal for maintaining a reliable connection. However, you can specify an expiry if you'd prefer regular reviews by an Administrator and want to create new secrets periodically.

    3. Value: generated automatically
      ​You will need to add this Value into Calxa in future steps: Acumatica Integration in Calxa

      Shared Secret Dialog in Acumatica Connected Applications

    4. Click OK

  8. Select the REDIRECT URIS tab

  9. Click + (Add Row)

    Add redirect URI in Acumatica Connected Applications

  10. Enter the following URI and click enter

    1. Redirect URI:

      https://cloud.calxa.com/MyobAcumaticaAuthentication/oauth-redirect

  11. Click Save

Web Service Endpoints in Acumatica

We need to find the Endpoint Version for the latest Default Endpoint in each Acumatica tenant you wish to connect to Calxa.

  1. Navigate to Configuration -> Integration -> Web Service Endpoints (Form ID: SM2070PL)

  2. Click on the most recent version of the Default Endpoint Name

  3. Copy the Endpoint version (keep for use in future steps: Acumatica Integration in Calxa)

MYOB Acumatica Site URL

Calxa will need the MYOB Acumatica Site URL to make web requests to your MYOB Acumatica data.

  1. Open the MYOB Acumatica application in your web browser

  2. Copy the MYOB Acumatica Site URL from the browser address bar (keep for use in future steps: Acumatica Integration in Calxa)

    Shows MYOB Acumatica site URL in browser address bar


    ​

Acumatica Integration in Calxa

Once you have created the Connected Application in Acumatica and determined the Web Service Endpoint version you are now ready to setup the Enterprise Integration in Calxa.

  1. Navigate to the Calxa Admin portal
    If you are in a Calxa workspace navigate to:
    ​Settings -> Billing & Admin -> Manage Organisations
    ​

  2. Select Enterprise integrations from the left navigation

  3. Click ADD NEW INTEGRATION

    Add New Integration in Calxa Enterprise Integrations

  4. Select MYOB Acumatica and click SET UP NOW

  5. Enter the following properties

    1. MYOB Acumatica Site URL: value copied in
      ​MYOB Acumatica Site URL -> step 2

    2. Endpoint version: value copied in
      ​Web Service Endpoints in Acumatica -> step 3

    3. Client ID: value copied in
      ​Connected Application in Acumatica -> step 5

    4. Shared Secret Value: value from
      ​Connected Application in Acumatica -> step 7

  6. Click NEXT STEP

  7. Click CONNECT TO MYOB button

    1. Sign into Acumatica as a user that has the required Full Access API licence and ODatav4 user role
      ​

    2. Ensure Offline Access is checked and click Yes, Allow

      MYOB Acumatica OAuth authentication dialog

  8. Click NEXT STEP

  9. Select the following key equity accounts

    1. What is your Retained Earnings Account?
      ​Calxa uses this account to calculate and report your organisation’s historical surplus or deficit. Choose the account that best reflects your accumulated results from prior years.

    2. What is your Current Year Earnings Account?
      ​Calxa uses this account to report your organisation’s surplus or deficit for the current financial year. Choose the account that best reflects your accumulated results for the current financial year.

      Current and Retained Earnings account configuration in Acumatica Enterprise Integration

  10. Click NEXT STEP

  11. The final step runs an automatic check to confirm everything is set up correctly. If successful, you’ll see a Connected message.


    If there’s an error, revisit the earlier steps to make sure all settings are correct.

    Successful test connection


    ​

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