接続の確立

接続プロファイルの設定

［CData］リボンから［データの取得］をクリックし、［取得元：Acumatica］> 設定済みの接続を選択してCData クエリウィンドウを起動します。新しい接続を設定するには、［新しいAcumatica 接続］をクリックします。ここでは、接続の設定、接続のテスト、および接続プロファイルの保存を行うことができます。

Connecting to Acumatica

In order to connect to the Acumatica data source, you must specify the following connection properties.

Url: (Required) The base URL for the Acumatica ERP instance. For example: https://domain.acumatica.com/.
Schema: (Optional) There are two schemas that contain different data. The default one is REST, which uses the Acumatica REST Contract-Based API, and the OData schema, which uses the Acumatica OData API. The OData schema is used to query Acumatica Generic Inquiries.
Company: (Partially required) Set this to the name of your company or tenant. It is required if Schema is set to OData.
EndpointVersion: (Optional) The version of the Web Services endpoint. For example: 17.200.001. This applies only to the REST schema.
EndpointName: (Optional) The name of the Web Services endpoint. For example: Default. This applies only to the REST schema.

To find out the EndpointVersion and EndpointName for your Acumatica instance, log into Acumatica in a web browser, and then navigate to the Web Service Endpoints page. If necessary, navigate to this page by editing the web browser URL and replacing ScreenId=00000000 (the homepage) with ScreenId=SM207060. If you are redirected back to the homepage, this means your user does not have the necessary permissions to access web services. Under Endpoints properties get the Endpoint Name and Endpoint Version.

Authenticating to Acumatica

There are two authentication methods available for connecting to Acumatica data source, Basic and OAuth.

User Credentials

Set the AuthScheme to Basic and set the User and Password to your login credentials.

OAuth

OAuth requires the authenticating user to interact with Acumatica using the browser, so all OAuth flows require a custom OAuth application. Also, for all flows, set AuthScheme to OAuth. The following sections assume that you have done so.

Desktop Applications

CData provides an embedded OAuth application that simplifies OAuth desktop Authentication. Alternatively, you can create a custom OAuth application. See カスタムOAuth アプリの作成 for information about creating custom applications and reasons for doing so.

For authentication, the only difference between the two methods is that you must set two additional connection properties when using custom OAuth applications.

After setting the following connection properties, you are ready to connect:

OAuthClientId: Set this to the client Id in your application settings.
OAuthClientSecret: Set this to the client secret in your application settings.
CallbackURL: Set this to the Redirect URL in your application settings.

When you connect the 本製品 opens the OAuth endpoint in your default browser. Log in and grant permissions to the application.

Web Applications

When connecting via a Web application, you need to create and register a custom OAuth application with Acumatica. See カスタムOAuth アプリの作成 for more information about custom applications. You can then use the 本製品 to acquire and manage the OAuth token values.

Get an OAuth Access Token

Set the following connection properties to obtain the OAuthAccessToken:

OAuthClientId: Set this to the client Id in your application settings.
OAuthClientSecret: Set this to the client secret in your application settings

Then call stored procedures to complete the OAuth exchange:

Call the GetOAuthAuthorizationURL stored procedure. Set the CallbackURL input to the callback URL you specified in your application settings. If necessary, set the Scope parameter to request custom permissions.
The stored procedure returns the URL to the OAuth endpoint.
Open the URL, log in, and authorize the application. You are redirected back to the callback URL.
Call the GetOAuthAccessToken stored procedure. Set the AuthMode input to WEB. Set the Verifier input to the "code" parameter in the query string of the callback URL. If necessary, set the Scope parameter to request custom permissions.

Once you have obtained the access and refresh tokens, you can connect to data and refresh the OAuth access token either automatically or manually.

Automatic Refresh of the OAuth Access Token

To have the driver automatically refresh the OAuth access token, set the following for the first data connection:

InitiateOAuth: Set this to REFRESH.
OAuthClientId: Set this to the client Id in your application settings.
OAuthClientSecret: Set this to the client secret in your application settings.
OAuthAccessToken: Set this to the access token returned by GetOAuthAccessToken.
OAuthRefreshToken: Set this to the refresh token returned by GetOAuthAccessToken.
OAuthSettingsLocation: Set this to the location where the 本製品 saves the OAuth token values, which persist across connections.

On subsequent data connections, the values for OAuthAccessToken and OAuthRefreshToken are taken from OAuthSettingsLocation.

Manual Refresh of the OAuth Access Token

The only value needed to manually refresh the OAuth access token when connecting to data is the OAuth refresh token.

Use the RefreshOAuthAccessToken stored procedure to manually refresh the OAuthAccessToken after the ExpiresIn parameter value returned by GetOAuthAccessToken has elapsed, then set the following connection properties:

OAuthClientId: Set this to the client Id in your application settings.
OAuthClientSecret: Set this to the client secret in your application settings.

Then call RefreshOAuthAccessToken with OAuthRefreshToken set to the OAuth refresh token returned by GetOAuthAccessToken. After retrieving the new tokens, open a new connection by setting the OAuthAccessToken property to the value returned by RefreshOAuthAccessToken.

Finally, store the OAuth refresh token so that you can use it to manually refresh the OAuth access token after it has expired.

接続プロパティ

最後に、Connection プロパティを参照してください。接続の確立に使用できるさまざまなオプションの説明があります。

接続の管理

Acumatica への認証に成功すると、インポートするデータをカスタマイズすることができます。詳しくは、接続の管理を参照してください。

Excel Add-In for Acumatica