Training New Users in Acumatica Cloud ERP

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Here we provide you some tips on training the new users for Acumatica Cloud ERP. 

Whether your Acumatica was deployed as SaaS (Software as a Service or public cloud), hosted (private cloud) or on-premise, you need a sandbox for user training and testing. 

A sandbox is a separate instance of your Acumatica environment. You can do anything you want in the sandbox without impacting your current deployment and users. A sandbox can be as simple as a local computer with SQL Server Express.

·     From the Acumatica Customer Portal, you can download and deploy the same Acumatica build on the local computer.

·     Create and export a snapshot of live data (System Management | Tenants | Create Snapshot).

·     Restore snapshot in the sandbox (System Management | Tenants | Restore Snapshot).

·     If you use Acumatica Wiki to share information (e.g. procedure manuals), they will come with the snapshot to facilitate training and consistent information sharing.

If you have any further questions, please get in touch.


Acumatica is a cloud-based ERP provides the full suite of integrated business management applications, including Financials, Distribution, Manufacturing, Project Accounting, and CRM paired with adaptable cloud and mobile technology.

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