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Rapidly create and deploy powerful .NET applications that integrate with Epicor Kinetic data, including Sales Orders, Purchase Orders, Accounts, and more!

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Back Up Epicor Kinetic data to SQL Server through SSIS


Effortlessly backup data to SQL Server by utilizing the CData ADO.NET Provider for Epicor Kinetic. In this article, we will employ an SSIS workflow to populate a database with Epicor Kinetic data data.

This article illustrates using the Epicor Kinetic ADO.NET Data Provider within a SQL Server SSIS workflow for the direct transfer of Epicor Kinetic data to a Microsoft SQL Server database. It's worth noting that the identical process detailed below is applicable to any CData ADO.NET Data Providers, enabling the direct connection of SQL Server with remote data through SSIS.

  1. Open Visual Studio and create a new Integration Services project.
  2. Add a new Data Flow task from the toolbox onto the Control Flow screen.

  3. In the Data Flow screen, add an ADO.NET Source and an OLE DB Destination from the toolbox.

  4. Add a new connection and select .NET Providers\CData ADO.NET Provider for Epicor Kinetic.

  5. In the connection manager, enter the connection details for Epicor Kinetic data.

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

    • Url:the URL of the server hosting your ERP instance. For example, https://myserver.EpicorSaaS.com
    • ERPInstance: the name of your ERP instance.
    • User: the username of your account.
    • Password: the password of your account.
    • Service: 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.

  6. Open the DataReader editor and set the following information:

    • ADO.NET connection manager: In the Connection Managers menu, select the Data Connection you just created.
    • Data access mode: Select 'SQL command'.
    • SQL command text: In the DataReader Source editor, open the Component Properties tab and enter a SELECT command, such as the one below:

      SELECT CustNum, Company FROM Customers WHERE CompanyName = 'CompanyName'

  7. Close the DataReader editor and drag the arrow below the DataReader Source to connect it to the OLE DB Destination.

  8. Open the OLE DB Destination and enter the following information in the Destination Component Editor.

    • Connection manager: Add a new connection. Enter your server and database information here. In this example, SQLExpress is running on a separate machine.
    • Data access mode: Set your data access mode to "table or view" and select the table or view to populate in your database.

  9. Configure any properties you wish on the Mappings screen.

  10. Close the OLE DB Destination Editor and run the project. After the SSIS task has finished executing, your database will be populated with data obtained from Epicor Kinetic data.