Before You Start
You'll need admin access in Acumatica to create a connected application, and a few minutes to complete the connection on the Workyard side once you're done.
Step 1: Create the Connected Application in Acumatica
Go to the Connected Applications screen (SM.30.30.10).
Fill in the form with the following details:
Client Name: Workyard
Flow: Authorization Code
Plug-In: No Plug-In
Refresh Token: Sliding Expiration, 90 days, 15 days (or whatever fits your organization's security requirements)
Step 2: Add the Redirect URI
Click the Redirect URIs tab.
Click the Add New button (+).
Enter:
https://app.workyard.com/acumatica_authenticate
Step 3: Create a Shared Secret
Click the Secrets tab.
Click Add Shared Secret.
Enter the following:
Description: Workyard
Expires On (UTC): 1/1/2037 (or whatever fits your organization's security requirements)
Click the Copy button to copy the secret value. You'll need this for the next step, so keep it handy.
Step 4: Save
Click Save to save the connected application.
Step 5: Connect to Workyard
With your connected application saved, gather these three items and enter them into the Workyard connection form:
Client Secret: Paste the value you copied in Step 3.
Acumatica URL: Copy the part of your Acumatica URL up to and including "Main," and paste it into the Acumatica URL field.
Client ID: Go back to the connected application, select and copy the entire value of the Client ID field, and paste it into the Client ID field on the Workyard form.
Once all three fields are filled in, click Submit to start the connection.
Having trouble connecting? Reach out to our support team at help@workyard.com and we'll help you get it sorted.