Configure a Connection Profile

From the CData ribbon, click Get Data and select From Epicor Kinetic connection/s to launch the CData Query window. To setup a new connection, you will have to click the New Epicor Kinetic Connection button. Here you can set the connection settings, test the connection, and save the connection profile.

Connecting to Epicor Kinetic

To successfully connect to your ERP instance, you must specify the following connection properties:

• URL, set this to the url of the server hosting your ERP instance. For example, https://myserver.EpicorSaaS.com
• ERPInstance, set this to the name of your ERP instance.
• User, set this to the username of your account.
• Password, set this to the password of your account.
• Service, set this to the service you want to retrieve data from. For example, BaqSvc.

In addition, you may also set the optional connection properties:

• ApiKey, An optional key that may be required for connection to some services depending on your account configuration.
• ApiVersion, Defaults to v1. May be set to v2 to use the newer Epicor API.
• Company, Required if you set the ApiVersion to v2.

Authenticating to Epicor Kinetic

OpenID with Microsoft Entra ID (Azure AD)

Note: Microsoft has rebranded Azure AD as Entra ID. In topics that require the user to interact with the Entra ID Admin site, we use the same names Microsoft does. However, there are still CData connection properties whose names or values reference "Azure AD".

OpenID Connect with Entra ID (Azure AD) is a connection type that goes through OAuth.

Desktop Applications

Follow the steps below to authenticate with the credentials for a custom OAuth application. See Creating an Entra ID (Azure AD) Application.

Get an OAuth Access Token

You are ready to connect after setting one of the groups of connection properties below:

1. Authenticating using a Client Secret
   • OAuthClientId: Set this to the Client Id in your application settings.
   • OAuthClientSecret: Set this to the Client Secret in your application settings.
   • CallbackURL: Set this to the Redirect URL in your application settings. .
2. Authenticating using a Certificate
   • OAuthClientId: Set this to the Client Id in your application settings.
   • OAuthJWTCert: Set this to the JWT Certificate store.
   • OAuthJWTCertType: Set this to the type of the certificate store specified by OAuthJWTCert.
   • CallbackURL: Set this to the Redirect URL in your application settings. .

When you connect, the add-in opens the OAuth endpoint in your default browser. Log in and grant permissions to the application.

Connection Properties

The Connection properties describe the various options that can be used to establish a connection.

Managing Connections

After successfully authenticating to Epicor Kinetic you will be able to customize the data you are importing. To learn more about this, see Managing Connections.

See Also

• Querying Data: Use the data selection wizard to pull data into a spreadsheet. You can also configure scheduled data refresh here.
• Using the Excel Add-In: Find other ways to interact with Epicor Kinetic data, such as using the available CData Excel Functions.