Setup Guide: MYOB Acumatica Connection

MYOB Acumatica Connection Setup

These steps should be completed by your MYOB partner prior to Web Ninja establishing the connection on your behalf. Once all steps have been completed, the relevant credentials and details will need to be forwarded to your Web Ninja contact so they can finalise the setup.

Step 1 — Create a Licensed API User Account

The API user account is the primary account Web Ninja uses to communicate with Acumatica. This account must be created and correctly configured before the integration can function.

• Create a new user account in Acumatica designated for API use.
• Set the account license type to either Fully Licensed or Limited Licensed.

• Ensure the following roles are assigned to the account:
  • Administrator
  • OData v4 User

Once created, send the username, password, and the URL of your Acumatica login page to your Web Ninja contact.

Step 2 — Create a Standard User Account

A standard user account is required to assist with initial data setup, sales order testing, troubleshooting, and training. This is separate from the API user account and is used by your Web Ninja contact to navigate the system during the onboarding process.

Once created, send the username and password to your WebNinja contact.

Step 3 — Publish the WebNinja Customisation

The Web Ninja customisation package extends Acumatica with the additional functionality required for the integration. Your Web Ninja contact has already or will provide you with the customisation file.

1. Import the customisation file provided by your Web Ninja contact.
2. Validate the customisation and confirm that the validation status displays as Passed.
3. Publish the customisation and confirm that the status displays as Published.

Important: If any previous Web Ninja customisations exist in the system, these must be unpublished and removed/deleted before publishing the new one to avoid conflicts.

The screenshot below highlights the system contract being set to 2 which will not allow the Web Ninja system to connect to the MYOB api.

If it's set to 2, and you're on Acumatica v2024R1 or higher - you'll need to delete the endpoint, go back to the Webninja Customisation, and use Publish with cleanup to force it to recreate the endpoint. On v2024R1 and newer versions - this will automatically publish the endpoint with contract = 4

Step 4 — Set the WebNinja Endpoint to the Latest Version

The WebNinja endpoint must be configured to the correct version to ensure compatibility with the integration.

Make sure the endpoint is set correctly:
Endpoint Name:       WebNinjaApiv20
Endpoint Version:    20.200.001

Step 5 — Locate the Tenant Name

The Tenant Name is required for the WebNinja connection settings (Referred to as the Company in the Webninja connector's settings)

To locate the Tenant Name:

1. Navigate to More Items > System Management.
2. Under System Maintenance, click Tenants.
3. Note the Tenant Name displayed.

Send the Tenant Name to your WebNinja contact and let them know this is for the Company Field in Webninja's settings.

Step 6 — Locate the Company Name

The Company Name is also required for the WebNinja connection settings (referred to as the Branch in Webninja settings)

To locate the Company Name:

1. Navigate to More Items > Configuration.
2. Click Companies.
3. Note the Company Name displayed.

Send the Company Name to your WebNinja contact and let them know this is for the Branch field in the Webninja sync settings.

Step 7 — Setup Checklist

Before notifying your WebNinja contact that the setup is complete, please confirm that all of the following items have been addressed:

Once all items are checked off and the relevant details have been sent through, your WebNinja contact will proceed with configuring the connection on the WebNinja side.