Intended audience: IT team. This page covers the one-time access setup the customer completes so Siteline can connect to Acumatica. Day-to-day billing workflows are covered on the Usage page.
To access both the Acumatica UI and API, we need you to create an admin account for us. After you do that, we can set up the Siteline integration. This process works for both cloud and on-prem Acumatica instances.
Get the instance URL
To get started, send us the URL you use to log in to Acumatica.
For example, for https://mycompany.acumatica.com/MyCompany/Main:
https://mycompany.acumatica.comis the instance URLMyCompanyis the instance name
Add a Siteline admin user
This step must be performed by the customer, via an admin account on the Acumatica instance. Typically, IT would be able to do this.
Log in as an administrator
Log in to the Acumatica instance using your administrator account.
Open the Users screen
From the main Acumatica screen, go to More items → User Security → Users.
Add a new user
Click + Add New Record, then enter:
Username:
<Customer name>Siteline, e.g.CustomerNameSitelineEmail: the email address of the Siteline account for this customer, e.g.
[email protected]Password: a temporary password (you'll share it with us below)
Roles: Administrator (see Choose an access level below)
Save
Click Save.
Choose an access level
The Siteline user must have the Administrator role while we set up the connected application that authorizes the integration. Without it, the application can't be created and setup can't be completed.
Once setup is complete, you decide how much access the Siteline user keeps. Pick whichever fits your security policy:
Administrator
all Branch roles (every role beginning with
Branch)
This is future-proof: as Siteline adds capabilities that read or write new areas of Acumatica, the integration keeps working without you having to revisit permissions.Minimum access If your policy requires least privilege, replace Administrator (after setup) with exactly these roles:
AP Clerk
AR Clerk
GL Viewer
Project Manager
TX Viewer
all Branch roles (every role beginning with
Branch)
Information required
Once the steps above are complete, send us:
The username and password you created in the Add a Siteline admin user step
The URL you use to log in to Acumatica (this contains the instance URL and instance name we need)