Tableau Connector for Acumatica

Build 20.0.7606

Custom Credentials

Desktop Authentication with your OAuth App

Follow the steps below to authenticate with the credentials for a custom OAuth app. See Creating a Custom OAuth App for instructions on how to create a custom oauth application.

Get an OAuth Access Token

After setting the following, you are ready to connect:

  • OAuthClientId: Set this to the Client Id in your app settings.
  • OAuthClientSecret: Set this to the Client Secret in your app settings.
  • CallbackURL: Set this to the Redirect URL in your app settings.
  • InitiateOAuth: Set this to GETANDREFRESH. You can use InitiateOAuth to avoid repeating the OAuth exchange and manually setting the OAuthAccessToken.
When you connect the connector opens the OAuth endpoint in your default browser. Log in and grant permissions to the application. The connector then completes the OAuth process:
  1. Extracts the access token from the callback URL and authenticates requests.
  2. Obtains a new access token when the old one expires.
  3. Saves OAuth values in OAuthSettingsLocation to be persisted across connections.

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Build 20.0.7606