Version 24.3.9110

• Add the Epicor Kinetic Connector
• Authenticate to Epicor Kinetic
  • Basic
  • AzureAD with OpenID Connect
• Complete Your Connection
• More Information

You can use the Epicor Kinetic connector from the CData Sync application to capture data from Epicor Kinetic and move it to any supported destination. To do so, you need to add the connector, authenticate to the connector, and complete your connection.

Add the Epicor Kinetic Connector

To enable Sync to use data from Epicor Kinetic, you first must add the connector, as follows:

1. Open the Connections page of the Sync dashboard.

2. Click Add Connection to open the Select Connectors page.

3. Click the Sources tab and locate the Epicor Kinetic row.

4. Click the Configure Connection icon at the end of that row to open the New Connection page. If the Configure Connection icon is not available, click the Download Connector icon to install the Epicor Kinetic connector. For more information about installing new connectors, see Connections.

Authenticate to Epicor Kinetic

After you add the connector, you need to set the required properties.

• Connection Name - Enter a connection name of your choice.

• URL - Enter the URL of the server that hosts your enterprise resource planning (ERP) instance.

• ERP Instance - Enter the name of the installed ERP application.

• Service - Enter the service from which you want to retrieve data.

CData Sync supports authenticating to Epicor Kinetic in several ways. Select your authentication method below to proceed to the relevant section that contains the authentication details.

• Basic (default)

• AzureAD with OpenID Connect

Basic

To connect with your user credentials, set the following properties:

• Auth Scheme: Select Basic.

• User - Enter the username that you use to authenticate to your Epicor Kinetic account.

• Password - Enter the password that you use to authenticate to your Epicor Kinetic account.

AzureAD with OpenID Connect

To connect via AzureAD with OpenID Connect, set the following properties:

• Auth Scheme: Select AzureADOpenID.

• Azure Tenant - Enter the Microsoft Online tenant that you use to access data. If you do not specify a tenant, Sync uses the default tenant.

• OAuth Client Id - Enter the client Id that you were assigned when you registered your application with an OAuth authorization server.

• OAuth Client Secret - Enter the client secret that you were assigned when you registered your application with an OAuth authorization server.

Complete Your Connection

To complete your connection:

1. For Api Version, select your version of the Epicore API. The default version is v1.

2. Define advanced connection settings on the Advanced tab. (In most cases, though, you should not need these settings.)

3. If you authenticate with AzureADOpenID, click Connect to Epicor Kinetic to connect to your Epicor Kinetic account.

4. Click Create & Test to create your connection.

More Information

For more information about interactions between CData Sync and Epicor Kinetic, see Epicor Kinetic Connector for CData Sync.