Acumatica ERP Experience Required: 3-6 months
Who Should Attend (relationship to Acumatica):
- Acumatica power end users (customers)
- Partners
Acumatica ERP version: 2019 R2
Training Description: This training introduces integration scenarios available in Acumatica ERP. The integration scenarios in Acumatica ERP help you to import data during initial system implementation and to support the seamless integration of Acumatica ERP with third-party applications and other enterprise information resources. The course is based on a set of examples that demonstrate the processes of the creation of import and export scenarios and processing data using created scenarios.
Training Syllabus: The program is covered over four days as follows:
- Day 1: Data Providers. In this session, you will learn how to create a data provider of a predefined type, specify provider-specific parameters, and define external data schema. As the result of the lessons of this part, you will configure CSV and Excel data providers that will be used in the next parts of the course for importing and exporting data. You will also review how to configure the Microsoft SQL data provider.
- Day 2: Import Scenarios. In this session, you will learn how to create import scenarios for data import, update, and removal. You will learn how to specify scenario parameters, configure scenario mapping, and apply restrictions on the records being imported or on the results of the import. You will also learn how to import, update, and delete data by using import scenarios.
- Day 3: Simplified Import Scenarios and Export Scenarios. In this session, you will learn how to create a simplified import scenario—that is, an import scenario that you create in one step, without creating a data provider. You will also learn in which cases you can use simplified scenarios for import instead of the regular procedure of data import described in the previous parts of the course. You will create a scenario for exporting customer records and another scenario for exporting open AR invoices, including the master information for the invoice as a whole and the detail lines of the invoice, and adding a text note to them during the export process.
- Day 4: Performance Optimization and File Synchronization. In this session, you will create a scenario for exporting leads with attributes, and then export leads from Acumatica ERP to an Excel file by using this scenario. You will export records from the Item Availability Data (INGI0002) generic inquiry, which has been preconfigured for this training course. You will learn how to optimize the performance of an integration scenario and improve the speed of processing for an import scenario. You will also learn how to configure scheduled synchronization. You will create schedules for data import and data export operations.
Partner Certification: This class is based on the materials of the I100 Integration Scenarios course, which is part of the Technical Specialist badge. Completion of this class does not give you an automatic completion of the related course at Partner University; you will still need to complete the exam at Partner University.
Date and time: This training meets the following four times, and attendees are expected to attend all four sessions:
- Tue, May 12, 2020 10:00 AM – 12:00 PM PT
- Wed, May 13, 2020 10:00 AM – 12:00 PM PT
- Thu, May 14, 2020 10:00 AM – 12:00 PM PT
- Fri, May 15, 2020 10:00 AM – 12:00 PM PT
Registration URL: https://webinar.ringcentral.com/webinar/register/WN_LCRTj4eCRyqkwYyjdcHVKQ
Instructor: Anand Panchamia
Anand Panchamia is part of the support and the implementation services team at Acumatica. With over 10 years of experience in the mid-sized enterprises, Anand has successfully spearheaded several projects and helped numerous customers through their Go Lives.
During the last 5 years at Acumatica, Anand managed the support team, which involved mentoring other team members, managing escalations, actively working on complex product issues and assisting the IT team with the SAAS infrastructure.
Anand’s deep understanding of business processes combined with technical know-how/troubleshooting skills of an ERP application helped to accomplish various responsibilities and therefore contributing positively to the overall success of the organization.
Prerequisites
None.
Advance Preparation
None. Attendees will be provided with a cloud instance and tenant for training purposes.
Training Materials
Please download the following training materials that you will use during the training:
- Training guide: I100 Integration Scenarios.pdf
- Files for training: I100 Files For Training
Continuing Professional Education
- Program knowledge level: Intermediate
- Delivery method: Group Internet based program*
- NASBA field of study: Computer Software & Applications
- Maximum number of CPE credits that may be earned by the participant: 8
For more information regarding administrative policies—such as refunds, cancellations, and complaints—please contact Acumatica at 1-888-228-8300.
* We offer CPE credits for this course if you attend the course in the format of online instructor-led RingCentral session. During the session, we measure your attentiveness by using polling questions at random times. We provide the certificate if you have completed three polling questions per session. To get the certificate with confirmed CPE credits, after the session is complete, please send a request to training@acumatica.com.
National Registry Statement
Acumatica is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
