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Epicor Kinetic

Epicor Kinetic

Setup Guide

Follow these steps to connect Epicor Kinetic to your CData Connect Cloud account:

  1. Open the Connections page of the CData Connect Cloud dashboard.

  2. Click + Add Connection in the upper-right corner.

  3. Type Epicor Kinetic into the search field, then click the data source name.

  4. On the Basic Settings tab of the new connection, enter a connection name or keep the default name.

  5. Enter the following information:

    • URL—the URL of the server hosting your Epicor Kinetic instance

    • ERP Instance—the name of your ERP instance

    • Service—the service you want to retrieve data from

  6. Choose an Auth Scheme from the list.

  7. If you choose Basic, enter the following information:

    • User—the Epicor Kinetic username for authentication

    • Password—the user password

  8. If you choose AzureADOpenID, enter the Azure Tenant.

  9. At the top of the CData Connect Cloud Add Epicor Kinetic Connection page, click Save & Test.

    • If the connection test succeeds, a message indicates that your connection has been created. The Status on the Edit Connection page also changes to Authenticated.

    • If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. CData Connect Cloud displays error messages under the required fields with missing data. Some data sources require that you sign in directly to the source website. If you did not, an error message appears under the Sign in button. Correct the errors and try again.

    • Unsuccessful connections are saved as drafts and have a Status of Not Authenticated. You can return to the connection and authenticate it later.

More Information

For more information about interactions between CData Connect Cloud and Epicor Kinetic, see this information page.