Webhooks to Integrate Your Application with Acumatica ERP

Summary

If you want to integrate an ISV application that is not integrated yet with the Acumatica ERP, or you want to integrate your own application with the Acumatica ERP, you can use webhooks (https://tray.io ) to implement a simple  integration. The webhook tool enables the transfer of data from your application to the Acumatica ERP, or vice versa at a scheduled time or on demand.

An example of such integrations is for instance transferring the start time and end time of a project task that is recorded in an external application, to the Acumatica ERP, more specifically the employee activity for that project task. The video below will illustrate this.

Another example is the transfer of customer shipments from the Acumatica ERP to an external application such as ProcessWeaver Transport Management System (TMS).

Such an integration may be crucial for your company, avoid duplicate data entry, and provide you the necessary information on time across your company. Implementing webhooks can be done with Acumatica ERP since the Acumatica ERP is open source that enables implementation classes.

Such an integration will save you a lot of money since you don't need developers to develop the integration.

Details

The video below (10 mins, 2020R1) transfers the start time and end time of a project task that is recorded in an external application called Toggle, to the Acumatica ERP, more specifically the employee activity for that project task:

General Implementation Steps

Although the video above may describe many steps, once you understand the steps, it can be easily implemented by non-IT people.

In general the steps are as follows:

  1. Create and publish a customization project in Acumatica ERP

    1. The customization project will contain the webhook implementation class called webhook handler interface

    2. Publish this customization to see the webhook application in Acumatica ERP

  2. Webhook Application

    1. Register the implementation class

    2. An external URL is generated. This URL is now known to the Acumatica ERP and will be used by the external application eg. Toggle

  3. Zapier: a cloud platform where the external application eg. Toggle resides

    1. Create a ZAP for the external application eg. Toggle

    2. Register the external URL generated above, in Zapier.

  4. External application eg. Toggle

    1. For instance, enter the start time and end time for a specific Acumatica project task

    2. Trigger the transfer of this time data to the Acumatica ERP

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