Handling Bills and Expenses for NetSuite, QuickBooks, Xero, and Exact Online

Apideck Documentation Page

How to connect to Access Financials

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

  1. Prerequisites
  2. Access the Workspace
  3. Locate ERP Application Register
  4. Create API Subscription and Get Subscription Key
  5. Generate Access Token
  6. 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

  3. Create a new tab

  4. Click on the Add App button

    Add App Button

2. Locate ERP Application Register

Find the ERP Application Register section in your Workspace.

ERP Application Register

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

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

    Create API Subscription

  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

  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

  2. Generate a new access token by clicking Create Token

    Generate Access Token

  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

  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

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 or contact Access Financials support.