Create Acumatica-Connected Business Apps in AppSheet

Google AppSheet is a no-code development platform for application software, enabling users to design mobile, tablet, and web applications. When combined with CData Connect Cloud, you gain immediate cloud-to-cloud access to Acumatica data for business applications. This article outlines the process of connecting to Acumatica using Connect Cloud and constructing a basic app from Acumatica data within AppSheet.

CData Connect Cloud offers a dedicated cloud-to-cloud interface for Acumatica, enabling the creation of reports directly from live Acumatica data within AppSheet, all without the need for data replication to a native database. When you design applications that interact with data, AppSheet formulates SQL queries to retrieve the required information. With its inherent optimized data processing capabilities, CData Connect Cloud efficiently channels all supported SQL operations, including filters and JOINs, directly to Acumatica. This leverages server-side processing to swiftly deliver the requested Acumatica data.

Configure Acumatica Connectivity for AppSheet

Connectivity to Acumatica from AppSheet is made possible through CData Connect Cloud. To work with Acumatica data from AppSheet, we start by creating and configuring a Acumatica connection.

1. Log into Connect Cloud, click Connections and click Add Connection
2. Select "Acumatica" from the Add Connection panel
3. Enter the necessary authentication properties to connect to Acumatica.

   Set the following connection properties to connect to Acumatica:

   • User: Set this to your username.
   • Password: Set this to your password.
   • Company: Set this to your company.
   • Url: Set this to your Acumatica URL, in the format http://{Acumatica ERP instance URL}/entity/{Endpoint name}/{Endpoint version}/.
     For example: https://acumatica.com/entity/Default/17.200.001/

   See the Getting Started guide in the CData driver documentation for more information.

4. Click Create & Test
5. Navigate to the Permissions tab in the Add Acumatica Connection page and update the User-based permissions.

Add a Personal Access Token

If you are connecting from a service, application, platform, or framework that does not support OAuth authentication, you can create a Personal Access Token (PAT) to use for authentication. Best practices would dictate that you create a separate PAT for each service, to maintain granularity of access.

1. Click on your username at the top right of the Connect Cloud app and click User Profile.
2. On the User Profile page, scroll down to the Personal Access Tokens section and click Create PAT.
3. Give your PAT a name and click Create.
4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

With the connection configured, you are ready to connect to Acumatica data from AppSheet.

Connect to Acumatica from AppSheet

The steps below outline connecting to CData Connect Cloud from AppSheet to create a new Acumatica data source.

1. Log into AppSheet
2. Click "My account" in the menu
3. Click the Sources tab and add a new data source
4. Select Cloud Database and set the connection information
   • Type: Sql Server
   • Server: tds.cdata.com,14333
   • Database: the Acumatica connection, for example, Acumatica1
   • Username: a Connect Cloud user, for example, [email protected]
   • Password: the PAT for the above Connect Cloud user
   • SSL: Require SSL
5. Click "Test Connection"
6. Click "Authorize Access"

Create an App

Once you create the data source for Acumatica, you can start building apps on Acumatica data. Start by clicking "My apps" in the menu.

1. Click to create a new app and select "Start with your own data"
2. Name the app and select an appropriate category, based on your data
3. Select the newly created data source
4. Select the table or view with the data you want

At this point, you can configure the design of your app, selecting which columns from the selected table to display, use as labels, and more. Preview the app in the preview panel and then publish or share it when ready.

To get live data access to 100+ SaaS, Big Data, and NoSQL sources directly from your cloud applications, try CData Connect Cloud today!