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Integration Best Practices

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Developing integration helps you deepen relationships with your clients by delivering more value and increasing stickiness of the ERP solution. This presentation will help you learn about the various integration scenarios supported by Acumatica and how to best leverage them in your ERP implementations.

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  • 1. Integration BestPracticesGabriel MichaudDirector of Product Management

2. Goals of this Session1. Understand what is integration, why peopleintegrate and what are the benefits tointegration2. Review the various integration tools offeredby Acumatica and their best practices3. Identify potential pitfalls and things youshould watch out for when doingintegrations 3. Why Integrate? Youre migrating from an older system You want to remove barriers betweenapplications You want to leverage the strengths ofmultiple systems 4. The Benefits of Integration 5. Various Types of IntegrationData Import and Export Data SynchronizationRemote Procedure Call Content Embedding 6. An Overview ofAcumaticaIntegration Tools 7. Once Upon A Punched CardSource: IBM: Once Upon A Punch Card (1964) https://www.youtube.com/watch?v=BlUWg2nxCz0 8. Content Embedding Embed external content insideAcumatica Wiki Pages Dashboards Site Map Embed Acumatica content insideanother service Facilitated by single sign-on (SSO) 9. Integration Services Simple, UI-driven imports, exports, updatesand synchronizations with supportedproviders Good for: Quick and dirty imports Migration from another system Regular scheduled imports and exports Batch updating of data 10. Web Services Two models: dynamic web services,versioned web services (new in 5.0) Good for: Complex orchestrations involving more than onescreen Integration with 3rd party mobile/web/desktop apps 11. Acumatica Framework SDK Create completely new processing screensto interact with external services Hook into external services from theAcumatica UI Develop Plug-ins: Carrier Integration Credit Card Processing File Management Integration Services Provider 12. Direct Database Access Possible, but not recommended Pitfalls: Multi-tenancy -> isolation AND sharing Data Integrity Logging Application Security Model Network Security Extra fee for read-only DB access onSaaS environment 13. + 14. Pitfalls and Thingsto Watch Out For 15. Data Quality 16. Testing 17. Maintainability & Reliability 18. Monitoring 19. Wrap-UpKey Takeaway: Integration drives Acumaticasuccess!To further explore integration with Acumatica: Product Documentation (online help, PDF) forum.acumatica.com stackoverflow.com -> acumatica tag soon! Knowledge Base on Partner Portal Dev SupportQuestions? 20. THANK YOUGabriel [email protected]: gabrielmichaud@gabrielmichaud