Acumatica has become the ERP of choice for mid-market businesses seeking flexible, cloud-native solutions. When combined with indoor navigation technology, it creates a powerful ecosystem where inventory data flows seamlessly between your physical warehouse and digital management systems.

This guide walks through the complete integration process, from planning to deployment.

Why Integrate Navigation with Your ERP?

Before diving into the how, let's understand the why. Integration delivers benefits across your entire operation:

Real-Time Inventory Visibility

Location updates sync instantly with Acumatica
Inventory counts reflect actual warehouse state
Discrepancies are identified immediately

Streamlined Order Fulfillment

Pick lists generate with optimized routes
Worker assignments happen automatically
Order status updates in real-time

Reduced Manual Data Entry

Eliminate duplicate entry errors
Free staff for value-added activities
Maintain single source of truth

Enhanced Analytics

Combined operational and financial reporting
True cost-per-pick calculations
Inventory turn rate by location

Understanding the Integration Architecture

The integration between Upwely and Acumatica operates through a secure API connection:

┌─────────────┐     ┌─────────────────┐     ┌─────────────┐
│   Upwely    │────▶│  Integration    │────▶│  Acumatica  │
│  Navigation │◀────│     Layer       │◀────│     ERP     │
└─────────────┘     └─────────────────┘     └─────────────┘
       │                                           │
       └───────────── Bidirectional ───────────────┘
                     Data Sync

Data Flows

From Acumatica to Upwely:

Item master data (SKUs, descriptions, dimensions)
Inventory locations and bin assignments
Sales orders and pick lists
Customer shipping information

From Upwely to Acumatica:

Pick confirmations
Location transfers
Cycle count results
Worker productivity metrics

Prerequisites

Before beginning the integration, ensure you have:

Acumatica Requirements
- Acumatica ERP 2023 R2 or later
- Warehouse Management module enabled
- API access configured
- Administrator credentials
Upwely Requirements
- Active Upwely subscription (Professional tier or higher)
- Warehouse mapping completed
- Navigation infrastructure deployed
- Admin access to Upwely dashboard
Network Requirements
- Stable internet connection
- Firewall rules allowing API traffic
- SSL certificates properly configured

Step-by-Step Integration Process

Step 1: Configure Acumatica API Access

First, set up API access in Acumatica:

Navigate to System > Integration > Connected Applications
Click Add Row to create a new application
Enter the following details:
- Application Name: "Upwely Navigation"
- OAuth 2.0 Flow: Client Credentials
- Generate Client ID and Secret
Save the configuration

Store these credentials securely—you'll need them for Upwely configuration.

Step 2: Map Warehouse Locations

Your Acumatica warehouse structure must match your Upwely configuration:

Acumatica Location Structure:

Warehouse: MAIN
├── Zone: RECEIVING
│   ├── Bin: RCV-01
│   └── Bin: RCV-02
├── Zone: BULK
│   ├── Aisle: A
│   │   ├── Bin: A-01-01
│   │   └── Bin: A-01-02
│   └── Aisle: B
│       ├── Bin: B-01-01
│       └── Bin: B-01-02
└── Zone: SHIPPING
    ├── Bin: SHP-01
    └── Bin: SHP-02

Ensure your Upwely map reflects this exact hierarchy. Use the same naming conventions to enable automatic location matching.

Step 3: Configure Upwely Integration Settings

In the Upwely admin dashboard:

Navigate to Settings > Integrations > Acumatica
Enter your Acumatica details:
- Instance URL (e.g., https://yourcompany.acumatica.com)
- Client ID from Step 1
- Client Secret from Step 1
- Company Name
Click Test Connection to verify
Configure sync options:
- Sync frequency (recommended: real-time)
- Data types to sync
- Conflict resolution rules

Step 4: Initial Data Synchronization

Perform the initial data sync carefully:

Export current Acumatica inventory state
- Run a full inventory report
- Document current location assignments
Initiate sync from Upwely
- Click Start Initial Sync
- Monitor progress in the sync dashboard
- Expected duration: 10-30 minutes for typical warehouses
Verify synchronization
- Compare item counts between systems
- Spot-check location assignments
- Resolve any discrepancies

Step 5: Configure Workflow Automation

Set up automated workflows for common operations:

Pick List Generation:

{
  "trigger": "sales_order_released",
  "action": "generate_pick_route",
  "options": {
    "optimization": "shortest_distance",
    "priority": "order_due_date",
    "batch_size": 50
  }
}

Inventory Adjustment:

{
  "trigger": "cycle_count_completed",
  "action": "update_inventory",
  "options": {
    "auto_adjust": true,
    "variance_threshold": 0.05,
    "require_approval_above": 100
  }
}

Step 6: Testing and Validation

Before going live, thoroughly test:

Pick Operations
- Create test sales order in Acumatica
- Verify pick list appears in Upwely
- Complete pick and confirm sync
Inventory Transfers
- Move item between locations in Upwely
- Verify transfer reflects in Acumatica
Cycle Counting
- Perform test cycle count
- Verify adjustments post correctly
Error Handling
- Simulate network disconnection
- Verify data integrity after reconnection

Best Practices for Ongoing Operation

Monitor Sync Health

Set up alerts for:

Sync failures exceeding 5 minutes
Data discrepancies above threshold
API rate limit warnings

Regular Reconciliation

Schedule periodic checks:

Daily: Review sync logs for errors
Weekly: Compare location assignments
Monthly: Full inventory reconciliation

Handle Edge Cases

Document procedures for:

Items without location assignments
New locations added in either system
SKU changes or retirements

Troubleshooting Common Issues

Connection Failures

Symptoms: "Unable to connect to Acumatica API"

Solutions:

Verify Acumatica instance URL
Check API credentials haven't expired
Confirm firewall allows outbound HTTPS
Review Acumatica API license limits

Data Mismatches

Symptoms: Item counts don't match between systems

Solutions:

Identify specific items with discrepancies
Check sync logs for error messages
Verify location mapping is correct
Perform manual reconciliation if needed

Slow Sync Performance

Symptoms: Sync takes longer than expected

Solutions:

Reduce sync frequency during peak hours
Implement incremental vs. full sync
Check network bandwidth
Review Acumatica server resources

Measuring Integration Success

Track these KPIs to measure integration effectiveness:

Metric	Target	Measurement
Sync Latency	<30 seconds	Average time from action to sync
Sync Success Rate	>99.9%	Successful syncs / total attempts
Data Accuracy	100%	Items in sync / total items
System Uptime	>99.5%	Available time / total time

Conclusion

Integrating indoor navigation with Acumatica transforms your warehouse from a collection of disconnected systems into a unified operational platform. Real-time data flow between physical operations and enterprise management enables faster decision-making, reduced errors, and improved visibility.

The investment in proper integration planning pays dividends through smoother operations and reduced troubleshooting down the line. Take the time to map your systems correctly, test thoroughly, and establish monitoring from day one.

Need help with your Acumatica integration? Our implementation team specializes in ERP connections. Contact us to discuss your specific requirements.