Epicor ERP Connection

See the Connector Marketplace topic. Please request your administrator to start a trial or subscribe to the Premium Epicor ERP connector.

This topic describes how to authenticate to Epicor ERP and configure any necessary connection properties in the Epicor ERP connection connector.

Connection Configuration #

Each connection property available in the Epicor ERP connector is explained below.

Connection Name #

The name of the connection to be created should be provided. This is the name that will display on the list of available connections.

Auth Scheme #

The type of authentication to use when connecting to Epicor Kinetic.

Basic: Default. Basic authentication.

AzureADOpenID: Set this to perform Azure Active Directory OpenID authentication.

If AzureADOpenID is set as the Auth Scheme, additional parameters appear.

Client Id #

The client Id assigned when you register your application with an OAuth authorization server.

Client Secret #

The client secret assigned when you register your application with an OAuth authorization server.

Refresh Token #

The OAuth refresh token for the corresponding OAuth access token.

AzureTenant #

The Microsoft Online tenant being used to access data. If not specified, your default tenant is used.

For instance, contoso.onmicrosoft.com.

Alternatively, specify the tenant Id. This value is the directory Id in the Azure Portal -> Azure Active Directory -> Properties.

URL #

Set this to the URL of the server where ERP instance is hosted.

ERP Instance #

The name of the installed ERP application.

User #

The Epicor Kinetic user account used to authenticate.

Password #

The password used to authenticate the user.

Service #

Specify the service you want to retrieve data from.

ApiKey #

Optional, some services may require ApiKey to get data.

Api Version #

Specify the version of Epicor Kinetic API.

Company #

Name of the company you want to retrieve data from. This is required if you have set API Version to v2.

Enable SSL #

Option for creating the connection with SSL enabled.

Upload Keystore File #

Option to upload the keystore file.

Add Configuration: Additional properties can be added using this option as key-value pairs.

After entering all the details, click on the TEST button.

If the connection service identification and authentication details are provided correctly, a success message stating “connection available” is generated.

Click on the CREATE button to save the changes.

If the details are incorrect or the server is down, you will get a message “Connection unavailable”.