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ERP & Integrations

TallyArc and Acumatica: Invoice Sync Setup Guide

📅 August 30, 2024 ⏱ 6 min read

Acumatica Cloud ERP is known for two things: a unique consumption-based pricing model (you pay for resources used, not per user) and a well-documented REST API that makes integrations relatively straightforward. For businesses using Acumatica for financial management, TallyArc connects to the Accounts Receivable module to provide a better client billing experience without disrupting Acumatica's role as the financial system of record.

Acumatica REST API basics

Acumatica's REST API is based on OData and accessible at https://[your-instance].acumatica.com/entity/Default/[version]/. TallyArc uses endpoints for:

Authentication setup

Acumatica uses cookie-based authentication (session login) or OAuth 2.0 for API access. TallyArc uses OAuth 2.0 for security:

  1. In Acumatica, go to System → Security → Connected Applications and add a new application
  2. Set the grant type to Client Credentials and note the Client ID and Client Secret
  3. Assign appropriate access rights to the application (AR module access)
  4. In TallyArc, go to ERP → Acumatica → Connect
  5. Enter your Acumatica base URL, Client ID, and Client Secret

What syncs

Branch and subaccount mapping

Acumatica's branch and subaccount structure supports multi-entity and multi-department reporting. TallyArc supports:

Acumatica version compatibility

TallyArc tests against Acumatica versions 2023 R1 and later. If you're on an older version, some REST endpoints may differ — contact TallyArc support to confirm compatibility with your specific build.

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