Download Acumatica

The Acumatica Outlook Plugin is a nifty tool that allows you to create new leads, contacts, and opportunities in Acumatica CRM right from within the Microsoft Outlook interface. If you have Case Management enabled in Acumatica, you can also create cases and log activity directly from Outlook. Let’s take a closer look at how to download, install and use the handy Acumatica Outlook Add-in.In this article:What is the Acumatica Outlook Plugin?How to Download and Install the Add-inHow to Use Acumatica Outlook PluginTroubleshooting TipsWhat is Acumatica Outlook Plugin?If you’re like most of us – particularly those in sales and support – you spend a lot of time sending, receiving and communicating by email using Microsoft Outlook. As such, anything you can do to streamline tasks will enable you to get more work done in less time. That’s where the Acumatica Outlook Plugin comes in.This time-saving Outlook add-in automatically recognizes email addresses and provides you with options to either create the contact in Acumatica (if the email doesn’t already existing in CRM) or log the activity to an existing contact. You can also create/update opportunities or support cases, all without having to manually re-type data and bounce between different software applications. In short, you can keep Acumatica CRM up-to-date without ever leaving the Outlook interface.Note: Starting in Acumatica 2020 R2, you can also submit Outlook PDF attachments for document recognition to create Acumatica AP documents automatically.How to Download and Install Acumatica Outlook PluginBefore starting, it’s important to note that you must have an Office365 or Exchange account to be able to use the Acumatica add-in for Outlook. In addition, the add-in works only if the Outlook Integration feature is enabled on the Enable/Disable Features form.If you’ve met those prerequisites, then let’s get started …The first step is to login to Acumatica and

Then go to your User Profile. On the Email Settings Tab within your user profile, click the link that says “Download Outlook Add-in Manifest” to start the process of saving the application file to your computer.Next, navigate to your Outlook mailbox and click Manage Add-ins from the Account Information screen.Next, click on My add-ins and scroll to the bottom where it shows Custom add-ins.Click Add a custom add-in and chose the “Add from file” option. Follow the prompts to find and select the Outlook Add-in Manifest file you saved earlier. Click Install.Voila! The plugin is installed and you should now see an Acumatica icon/button in your Outlook Ribbon/Toolbar.Using the Acumatica Outlook PluginNow that the add-in is installed, you can begin saving tons of time managing contacts, leads and opportunities.Now when you view an email in Outlook and then click the Acumatica icon, you’re presented with an additional side panel that presents options to Create a Lead or Create a Contact if the email address isn’t already recognized in Acumatica.If you select an email that already exists in Acumatica, you’re presented with additional options in the side panel including:View LeadView AccountLog ActivityCreate OpportunityClicking any of these options will bring up additional fields and forms for transferring data and information directly into Acumatica CRM. In fact, you can click directly from Outlook over to Acumatica if you want to drill into additional details of a lead or account, for instance.Related Articles:Acumatica CRM Lead Qualification WorkflowHow to Void a Payment in AcumaticaTroubleshooting Tips and FAQsWhy Is the Acumatica Outlook Plugin Not WorkingDepending on a variety of factors like whether you’re using Office365, rely on a hosted exchange server, or how your Acumatica security profile is configured, the plugin may not work or display as expected. Because each installation and configuration is unique, we

The Acumatica Partner Program Acumatica’s rapid growth is directly related to our strong business partnerships. The Acumatica Partner program and our global partner team include:An international network of experienced resellers there to help in the evaluation, implementation, training and ongoing support of Acumatica ERP (VARs);Independent software vendors that build extensions to Acumatica’s base functionality (ISVs);Large software companies that have selected Acumatica to migrate their industry functionality onto the Acumatica platform (OEMs).Whether your focus is on selling and delivering an award-winning business management solution or developing innovative applications on top of a leading cloud development platform, Acumatica is the vendor of choice for progressive partners. Of what I like in Acumatica is stability. I have experience of dealing with other ERP, and each new version of ERP meant throwing away 30 - 100% of code base. And 30% is something that I've considered to be a lucky person. While I can't say that upgrade with Acumatica is pain free, but on average I can easily preserve 80% of code. And in minor upgrades this number can be up to 97%. Another one is backward compatibility. Sometime people stuck in their old versions for some reason, and still it is easy to give them meaningful help as well." Grow with Acumatica as a valued Acumatica VAR Acumatica has no direct sales team; the product is sold exclusively through the global Value Added Reseller (VAR) network of partners. If you are an experienced ERP VAR who has had success in the midmarket, Acumatica offers you true partnership with a market-leading cloud-based ERP solution and our xRP development platform. Because our VARs are Acumatica’s only route to market, we offer excellent training, ongoing support and the most generous margins and terms in the industry. Acumatica VAR Partners Become a Consulting Powerhouse by Sharing Your Expertise as an Acumatica Services Partner Acumatica depends on its Services Partners to provide expert configuration, development, and technical consultations, which will help customers personalize Acumatica Cloud ERP to their most significant advantage. This is a unique opportunity to broaden your reach, access a dynamic customer base, and work with

SaaS environments include pre-installed MICR fonts, but you may have to install one if you are using a local environment.MICR line report. This report in SalesDemo is designed to take the remittance details from the cash account and payment method you are using to print your check.Check report. The modified check report contains a sub-report which passes the appropriate parameters to the MICR line report to display the MICR line in the appropriate place.There are alternative implementations provided by several Acumatica resellers. In this paper, we demonstrate this solution to provide insights into the Report Designer tools.ImplementationFollow the steps below to understand how to implement MICR check printing in Acumatica.Step 1: Install Font on the Windows Server running AcumaticaUse a MICR font approved for use by your bank.For demonstrations, you should use the MICR font that is automatically included in Acumatica SaaS environments. If you are using a local environment, you can download and install the free MICR Encoding font at you use this font, then you can use the default MICR line report in SalesDemo. If you use a different font, then you will have to change the Font Name (pictured to the right) to match the name of the MICR font you installed.Where do I install the font?The Acumatica reporting engine runs on the server where the Acumatica application is running, but the report is rendered on the computer running the browser that you use to access Acumatica. Therefore, you need to install the font both on the server and on the computer you are using to access the report.Compare the results of running the MICR line report on a computer with the font installed versus on a phone that does not have the font installed. If you do not want to force users to install the font

A software vendor committed to your success. Partner with Acumatica and stand out from the crowd. Acumatica Services Partners Join the team and promote your ISV application as an Acumatica Technology Partner Acumatica provides a great opportunity to expand your offerings and your market. With our best-in-class Cloud ERP, Acumatica relies on ISVs to deliver industry-specific solutions and specialized extensions to our customers through our reseller channel. Browse our Acumatica Marketplace. Then learn about the resources Acumatica has available to ISVs and how you can join the Acumatica Developer Network.DisclaimerAcumatica Marketplace certifies the integrations in our labs, but does not warrant or endorse the third-party software application functionality. You are solely responsible for selecting, evaluating, and determining whether any third-party offering listed on this site is appropriate for your use, and your use of any such offering will be subject solely to the terms agreed between you and the party offering the software, solution, service or training. Acumatica ISV Partners Join the Acumatica Alliance Program and earn significant referral fees for the first year of a new customer license! The Acumatica Alliance Program is tailored for partners aiming to introduce Acumatica’s comprehensive cloud ERP solution to businesses seeking advanced management technology. As an Alliance Member, you’ll enjoy benefits such as referral fees, no joining costs, and end-to-end support throughout the customer lifecycle. Acumatica Alliance Program Create a strategic technical partnership using the Acumatica Cloud xRP Platform as an OEM Stuck on old technology and want to get to the cloud fast? Bring your innovative solutions to market effectively and rapidly. Take advantage of a leading edge technical platform for cloud and mobile that has today’s required business functionality already built-in—such as workflow and document management. Many of our ISVs use the Acumatica’s Cloud xRP platform and the platform has also been adopted by OEM strategic partners such as MYOB, Haufe, and Cegid and vertical ISVs such as JAMIS, Hotel Investor Apps and Vertrax to bring the value of cloud ERP solutions to their customers.. Acumatica xRP platform

Updated October 16, 2024 05:54 This article explains how to install the ADP Workforce Now (API) - Acumatica quickstart integration template.Before you installA. Create your Celigo iPaaS accountTo install the ADP Workforce Now (API) - Acumatica template, sign up for an integrator.io account with administrative access. Find and install the ADP Workforce Now (API) – Acumatica template from the marketplaceTo install the ADP Workforce Now - Acumatica Support template:Navigate to integrator.io > Marketplace.From the available templates, select either ADP or Acumatica.Find the ADP Workforce Now (API) – Acumatica template and click Preview. The Install template page appears.Review the template’s contents and the ReadMe file, and click Install now to begin. The Install integration page appears.To install the integration, complete the steps shown in the image below.Step 1. Connect to AcumaticaClick Configure to set up the Acumatica cookie or OAuth 2.0 connection.If you have already set up a connection to Acumatica, select Use existing connection and choose it from the Connection list. Otherwise, click Set up new connection and provide your Acumatica account credentials. After saving the connection, sign in to Acumatica and consent to the integration.Step 2. Connect to ADP Workforce NowClick Configure to set up the ADP Workforce Now connection.If you have already set up a connection to ADP Workforce Now, select Use existing connection and choose it from the Connection list.Otherwise, click Set up new connection and provide your ADP Workforce Now account credentials. After saving the connection, sign in to ADP Workforce and consent to the integration.Step