Client Onboarding Guide

Welcome to AcuOps. This guide walks you through what to expect during onboarding and what we need from you to get started.

What to Expect

Once your agreement is signed, Studio B handles the entire setup process. Your AcuOps environment goes live the same day — typically within 90 minutes of our onboarding session.

Agreement Signed → You Provide Access (48h) → Onboarding Session (~90 min) → Live Dashboard

What You Get

Your AcuOps environment includes:

Component	What It Does
Monitoring Dashboard	Real-time health status for your Acumatica instance
Health Probes	Automated checks for API availability, authentication, and entity access
Schema Drift Detection	Alerts when fields or entities change unexpectedly
CI/CD Pipeline	Safe, automated deployment of Acumatica customizations
Slack Alerts	Instant notifications for issues, deployments, and drift events
Validation Suite	Weekly automated tests to catch issues before users do

What We Need From You

1. Company Information

Your Studio B contact will send you a short intake form. This covers:

• Company name and primary contact
• Acumatica instance URL (e.g., https://yourcompany.acumatica.com)
• Acumatica tenant name
• HubSpot portal ID (if applicable)
• Slack workspace (if you'd like alerts in your own Slack)

2. API Credentials

We use a secure, SOC 2-compliant vault (1Password) to collect credentials. You'll receive a shared vault with pre-created items and step-by-step instructions for each one.

Acumatica API User

We need a dedicated API user in your Acumatica instance:

1. Navigate to SM201010 (Users) in Acumatica
2. Create a new user (e.g., api-bot)
3. Assign the API role to the user
4. Set a strong password
5. Enter the username and password in the shared 1Password vault

Why a dedicated user?

A dedicated API user ensures that automated operations don't interfere with your team's sessions. It also makes audit trails clearer — you can always see exactly what was done by automation vs. a person.

HubSpot Private App Token (if applicable)

If your AcuOps tier includes HubSpot sync:

1. Go to Settings → Integrations → Private Apps in HubSpot
2. Click Create a private app
3. Name it (e.g., "Studio B Integration")
4. Under Scopes, enable: contacts (read/write), companies (read/write), deals (read)
5. Click Create app and copy the access token
6. Enter the token in the shared 1Password vault

Slack Integration (optional)

If you'd like alerts delivered to your own Slack workspace, your Studio B contact will send you a one-click install link for the AcuOps Slack app. When you click the link:

1. You'll be redirected to Slack's authorization screen
2. Select your workspace and click Allow
3. AcuOps automatically creates two channels in your workspace:
   • #acuops-alerts — System notifications, deploy results, health alerts
   • #acuops-intake — Submit requests and issues directly to Studio B
4. A welcome message confirms the connection is live

That's it — no manual app creation, no tokens to copy. The AcuOps app handles everything securely, and your bot token is encrypted at rest.

Dual notifications

Every alert that appears in your #acuops-alerts channel is also visible to your Studio B team. If something goes wrong, we're already looking at it.

Onboarding Session

Once you've provided access, we schedule a brief onboarding session (typically 60–90 minutes). During this session, Studio B:

1. Provisions your dedicated environment
2. Connects Slack — you click the AcuOps install link and authorize in your workspace
3. Configures monitoring for your Acumatica instance
4. Deploys all services
5. Verifies connectivity end-to-end — you'll see live health checks pass in real time

By the end of the session, your monitoring dashboard is live and you'll receive your first Slack alert in #acuops-alerts confirming everything is green.

After Onboarding

Your Dashboard

You'll receive a link to your dedicated monitoring dashboard showing:

• Real-time health status across all monitored systems
• Schema drift alerts with before/after comparisons
• Deployment history and status
• Integration sync status (if applicable)

Ongoing Monitoring

AcuOps runs continuously in the background:

• Health probes check your systems on a regular interval
• Schema drift detection alerts you if entity fields change unexpectedly
• Weekly canary tests validate your full integration stack
• Slack alerts notify your team of any issues immediately

Customization CI/CD

To set up automated customization deployments:

1. Export your customization project from Acumatica (SM204505 → Source Control → Save to Folder)
2. We'll configure a CI/CD pipeline that validates and deploys changes automatically
3. Every push goes through validation before reaching production

See the CI/CD Guide for details.

Tier Capabilities

Capability	Monitor	Validate	Managed
Health probes	Core services	All services	Full stack
Schema drift detection	Key entities	All entities	All + custom
CI/CD pipeline	Deploy	+ validation suite	+ auto-rollback
HubSpot sync	—	Read-only	Bidirectional
Support	Email	Email + Slack	Dedicated channel
Response SLA	Best effort	4 hours	1 hour

See AcuOps Pricing for full details.

FAQ

How long does onboarding take? The onboarding session itself takes 60–90 minutes. We ask for 48 hours lead time to collect credentials beforehand.

Do I need to install anything? No. AcuOps runs entirely in the cloud. You just need to create an API user and share credentials through the secure vault we provide. If you want Slack alerts, you'll click a one-click install link for the AcuOps Slack app — no configuration needed.

Will this affect my Acumatica users? No. The API user operates independently from interactive users. Health checks are read-only and lightweight.

Can I use my existing Slack workspace? Yes. The AcuOps Slack app installs directly into your existing workspace with one click — no tokens to manage, no apps to create. If you prefer not to use Slack, Studio B manages alerts and escalates to you via email.

What if I need to change my API credentials? Update the credentials in your 1Password vault and notify your Studio B contact. We'll rotate them in the environment with zero downtime.