# How to connect to Access Financials

To create a connection with Access Financials, you need to complete the following steps:

1. [Prerequisites](#prerequisites)
2. [Access the Workspace](#1-access-the-workspace)
3. [Locate ERP Application Register](#2-locate-erp-application-register)
4. [Create API Subscription and Get Subscription Key](#3-create-api-subscription-and-get-subscription-key)
5. [Generate Access Token](#4-generate-access-token)
6. [Vault Connection Setup](#5-vault-connection-setup)

## Prerequisites

Before you can connect Access Financials to Apideck, you need:

- An active Access Financials account with API access enabled
- **Organization administrator** access (required to access the ERP Application Register)
- Access to the Access Financials Workspace

**Note:** Only organization administrator users can access the ERP Application Register. If you don't see this section, contact your organization administrator to enable it.

## 1. Access the Workspace

1. Log in to your Access Financials account
2. Navigate to your **Workspace**

   ![Access Financials Workspace](https://res.cloudinary.com/apideck/image/upload/v1765866684/docs/connectors/access-financials/access-financials-workspace.png)

3. Create a new tab
4. Click on the **Add App** button

   ![Add App Button](https://res.cloudinary.com/apideck/image/upload/v1765866684/docs/connectors/access-financials/access-financials-add-app.png)

## 2. Locate ERP Application Register

Find the **ERP Application Register** section in your Workspace.

![ERP Application Register](https://res.cloudinary.com/apideck/image/upload/v1765866684/docs/connectors/access-financials/access-financials-erp-register.png)

**Note:** The ERP Application Register must be explicitly enabled for your organization.

## 3. Create API Subscription and Get Subscription Key

1. In the ERP Application Register, locate and add **ERP API Subscription Manager**

2. Create a new API subscription by clicking **Create**

   ![ERP Subscription Manager](https://res.cloudinary.com/apideck/image/upload/v1765866683/docs/connectors/access-financials/access-financials-add-subscription-button.png)

3. Give your subscription a descriptive name (e.g., "Apideck Integration") and select Product as **Financials**.

   ![Create API Subscription](https://res.cloudinary.com/apideck/image/upload/v1765866684/docs/connectors/access-financials/access-financials-create-subscription.png)

4. Once created, you'll see your **API Subscription Key** (also called `Ocp-Apim-Subscription-Key`) after selecting the subscription and clicking on **Show Keys**

   ![API Subscription Key](https://res.cloudinary.com/apideck/image/upload/v1765866684/docs/connectors/access-financials/access-financials-show-keys.png)

5. **Copy and save this key** - you'll need it to connect

**Note:** Each subscription has two keys (Primary and Secondary) to allow key rotation. Either key will work for the integration. It's recommended to create separate subscriptions for different applications/services.

## 4. Generate Access Token

1. In the ERP Application Register, locate and add **ERP Token Generator**

   ![ERP Token Generator](https://res.cloudinary.com/apideck/image/upload/v1765866684/docs/connectors/access-financials/access-financials-token-generator.png)

2. Generate a new access token by clicking **Create Token**

   ![Generate Access Token](https://res.cloudinary.com/apideck/image/upload/v1765866685/docs/connectors/access-financials/access-financials-create-token.png)

3. Fill in the form with the following details:

   - **Token Name**: Enter a descriptive name for the token (e.g., "Apideck Integration")
   - **Validity Period**: Select the validity period for the token (Note: Tokens can have a maximum lifetime of 365 days)
   - **Product**: Select the product for the token (e.g., "Financials")
   - **Database Instance**: Select the database instance for the token
   - **Profile**: Select the profile for the token

4. A popup will display your new **Access Token**

   ![Copy Access Token](https://res.cloudinary.com/apideck/image/upload/v1765866684/docs/connectors/access-financials/access-financials-token-popup.png)

5. **Copy and save this token securely** - you won't be able to see it again

**Important:**

- Tokens expire after a maximum of 365 days (depending on settings at generation time)
- Once a token expires, it must be manually regenerated and updated
- API calls will fail if you use an expired token

### Monitoring Token Expiration

The ERP Token Generator highlights tokens nearing expiration:

- **Yellow background**: Token is nearing expiration
- **Red background**: Token is expired and cannot be used

To regenerate a token:

1. Select the expired/expiring token
2. Click the **Regenerate Token** button
3. Update your integration with the new token

## 5. Vault Connection Setup

Now that you have both credentials, you're ready to fill out your credentials in Vault.

![Access Financials Vault Form](https://res.cloudinary.com/apideck/image/upload/v1765866684/docs/connectors/access-financials/access-financials-vault-form.png)

Enter the following credentials:

- **Bearer Token**: Paste the Access Token you generated from ERP Token Generator
- **Ocp-Apim-Subscription-Key**: Paste the Subscription Key from ERP Subscription Manager

Click **Save** after completing the form. If the credentials are correctly entered, it will validate the connection and show a success message.

Your Access Financials account is now connected 🎉

## Additional Workspace Applications

While setting up your integration, you may find this other Workspace applications useful:

### ERP API Usage

- Monitor the volume of API calls made by your integration
- Track usage against subscription limits

## Troubleshooting

**Cannot Access ERP Application Register**

- Verify you have **Organization Administrator** access
- Confirm the ERP Application Register is enabled for your organization

**Invalid Subscription Key or Token Error**

- Double-check you've copied the full credentials without any extra spaces
- Verify the subscription is active in ERP Subscription Manager
- Check token expiration status in ERP Token Generator (regenerate if expired)

**API Calls Failing**

- Tokens expire after a maximum of 365 days - regenerate before expiry
- Verify your API subscription has the necessary permissions

For additional help, review the [Access Financials API Documentation](https://developer.erp.accessacloud.com/docs/financials/get-started) or contact Access Financials support.