Version 24.2.9064

• Establish a 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.

Establish a Connection

To allow Sync to use data from Epicor Kinetic, you first must establish a connection to Epicor Kinetic. Follow these steps to connect Epicor Kinetic to your Sync account:

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. If you do not see the Configure Connection icon, you need to add the connector according to the instructions in Connections.

5. Enter connection settings on the Settings tab:

   • 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.

   • Auth Scheme - Select the authentication scheme. The default setting is Basic. For this setting, specify your login credentials:

     • 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.

   • Api Version - Select your version of the Epicore API. The default version is v1.

6. Click Create & Test to create the connection.

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

More Information

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