External Applications

Form ID: (SM301000)

You can use this form to set up integration with external applications. For example, you can integrate Power BI to display its reports in MYOB Acumatica. After you set up the integration with an application, you can add the resources provided by this application on the Application Resources (SM301010) form. For details, see Integration with External Applications.

Form Toolbar

The form toolbar includes standard and form-specific buttons and commands. For the list of standard buttons, see Form Toolbar and More Menu. The form-specific commands are listed in the following table.

Button Description
Sign In Opens the sign-in page of the application by using the client ID and the client secret that you specified in the corresponding boxes.

Application Section

You can use this area to specify the settings of a new integration with an external application and to edit the settings of an existing integration.

Element Description
Application ID The unique identifier of the application integration, which is generated automatically by the system.
Type

The type of application to be used for the integration.

You can select one of the following types:

  • HMRC Making Tax Digital: This type is intended for support of Making Tax Digital (MTD) in the United Kingdom. This type appears on the list if the UK Localization feature is enabled on the Enable/Disable Features (CS100000) form. If this option is selected, the Client ID, Client Secret, and Return Url boxes in the Application section of the current form become hidden.

    For details, see Configuring Support for Making Tax Digital (MTD).

  • Power BI: This type is intended for reports created in Microsoft Power BI. These reports are kept in a user's personal workspace. MYOB Acumatica works with these reports on behalf of this user and uses the OAuth 2.0 protocol for integration.

    For details, see Configuration Steps for Power BI.

  • Power BI Embedded Workspace (Obsolete): The Power BI Workspace Collections service is being retired. We recommend that by June 30, 2018, you migrate to Power BI Embedded, so that you can keep using the embedded analytic capabilities you’re familiar with, as well as take advantage of additional Power BI Embedded features. For more information, see Power BI Embedded and How to migrate to Power BI Embedded.

  • Power BI Embedded: This type is intended for the integration of Microsoft Power BI reports with the Microsoft Power BI Embedded tool.

    For details, see Configuration Steps for Power BI Embedded.

  • Exchange Online SMTP/IMAP/POP3: This type is intended for integration with MS Exchange Server or MS Office 365 if you want to collect or send emails only.
  • Exchange Online EWS: This type is intended for the integration with MS Exchange Server or MS Office 365 if you want full integration with the services (that is, synchronization of emails, tasks, and events).
  • Google SMTP/IMAP/POP3: This type is intended for the integration with integration with Gmail if you want to collect or send emails only.
Application Name The name of the application that will be displayed in MYOB Acumatica. You should type a unique name within your MYOB Acumatica instance. This box is required for a new integration.
Client ID The client ID that you obtain during the registration of your MYOB Acumatica instance on the application side. This box is required for a new integration.
Client Secret The client secret that you have obtained during the registration of your MYOB Acumatica instance on the application side. This box is required for a new integration.

Authentication Token Section

In this section, you can view information about the access (authentication) token that the system uses to build a connection between MYOB Acumatica and the external application by using the OAuth 2.0 protocol (for example, for the Power BI integration type). You can refresh the authentication tokens that are about to expire or that have expired on the Refresh Application Access Tokens (SM501000) form.

Element Description
Bearer The email address of a user who is signed in to the external application.
Expires On (UTC) The date and time of expiration of the access token for the external application.