Acumatica User Rights for DataSelf

Configure Acumatica for DataSelf ETL+ with user credentials with the required access rights.

CRITICAL: Configuring Acumatica’s security settings is the client’s responsibility. While DataSelf can provide general guidance, it is essential that your team ensures compliance with both Acumatica's best practices and your organization's security policies through proper testing and validation.

For detailed support, please consult your Acumatica VAR.

DataSelf ETL+ requires a Acumatica user with user roles which give ETL+ the ability to read and extract/download data from Acumatica.

Acumatica Roles Required

• Minimum role: OData v4.
  Depending on other Acumatica security settings, the OData v4 role may not be enough for OData extraction by ETL+.

• Recommended Roles: The following roles are usually not necessary, but might allow DataSelf to be provide the proper access:

  • Administrator (not mandatory)

  • Anonymous

  • BI

  • Customizer

  • DashboardDesigner

  • OData v4

  • ReportDesigner

Additional Security Settings

If ETL+ can’t extract your Acumatica data yet, proceed with the steps below:

• Access Rights by Role/Screen, Find a role of the DataSelf service user, check the failing tables' rights for that role. This might be easier to find by going to the corresponding page in Acumatica and then to the admin functionality in the top right and selecting "Access Rights". If they are "Not Set", "Revoked", or "Inherited", they should be changed to "View Only", "Granted", or "Delete"

• Both of the following scenarios are rare:

  • Special permissions are required if the client uses multi-branch and controls permissions at the single-branch level.

  • Special permissions are required if the client controls GL Accounts at the subaccount level.

_NOTES

• Existing Acumatica permissions may prevent the download of some tables. You will need to work with your VAR, Acumatica Tech Support, or internal expert to adjust permissions for such tables.

• Log file will show tables ETL+ can’t access. If the roles assigned to the Acumatica user don't grant ETL+ full access to all tables in Acumatica, the log file will show which tables are blocked after the first attempt at refreshing in ETL+.  

Configuring Acumatica and Informing DataSelf

1. Setup your Acumatica site with a user with the user roles required by ETL+.
   We recommend working with a qualified Acumatica expert to make this security change.

2. Inform DataSelf using the secure URL of the Acumatica user credentials.

   • During the initial implementation, your organization will receive a URL to a form that provides DataSelf with the Acumatica user credentials required by ETL+.

Related Pages

• Acumatica Rights by Role for Generic Inquiries(GI's)

• ETL+ for Acumatica SQL (On-prem or Private Cloud) – Connecting to Acumatica MS SQL Server Database