Installation Progress

1. Create the source connections
2. Create the destination connection
3. Upload the project into Acumatica
4. Import the extractions
5. Schedule the extractions
6. Set up the data source in SEI
7. Import the template
8. Buld and load the OLAP cubes

Source Connection

A source connection in DataSync defines how the system connects to your Acumatica database to extract and refresh data. Creating source connections is required before you can load or synchronize tables in your data warehouse.

Tenants in Acumatica represent individual companies. You must have at least one tenant to proceed. For each tenant (company), create two types of source connections—refresh and no refresh.

Create two types of source connections:

Source Connection	Description
Refresh	Use for tables that can be loaded incrementally and kept up-to-date with regular refreshes.
No Refresh	Use for tables that cannot be loaded incrementally and are not refreshed automatically.

Verify tenants in Acumatica

1. Log in to Acumatica.
2. From the menu, select System Management. If you do not see it, click More Items to show additional options.
3. Under System Maintenance, click Tenants.
   The list of tenants appears. Here, you can check how many tenants are currently registered in your Acumatica system.

Create a refresh source connection in DataSync

1. Log in to DataSync.
2. From the welcome screen, select Connections.
3. Next to Source Connections, click New.
4. Select Acumatica.
5. In the Connection Properties panel, enter Refresh as the description.
   • For scenario 3 – consolidated, use a description such as Refresh – [Company Name].
6. In the URL field, paste the Acumatica instance URL (leave %20 in the URL for spaces, as entered by the browser).
7. Enter the Acumatica credentials for Username and Password.
8. In the Advanced Settings panel, set Tracking Type to Date.
   The time zone must match the Acumatica application server.
9. Click Save.
10. For scenario 3 – consolidated, repeat steps 2–8 for each company.
    Use Duplicate Connection (upper right corner) to speed up the process and adjust only the company-specific details.

Create a no refresh source connection in DataSync

1. From the DataSync welcome screen, select Connections.
2. Next to Source Connections, click New.
3. Select Acumatica.
4. In the Connection Properties panel, enter No Refresh as the description.
   • For scenario 3 – consolidated, use a description such as No Refresh – [Company Name].
5. In the URL field, paste the Acumatica instance URL (leave %20 in the URL for spaces, as entered by the browser).
6. Enter the Acumatica credentials for Username and Password.
7. In the Advanced Settings panel, set Tracking Type to None.
8. Click Save.
9. For scenario 3 – consolidated, repeat steps 2–8 for each company.
   Use Duplicate Connection (upper right corner) to speed up the process and adjust only the company-specific details.

Next: Create the Destination Connection →