Access Live Epicor Kinetic Data in Google Sheets

Google Sheets is a web-based spreadsheet program provided by Google. When integrated with CData Connect Cloud, you can effortlessly gain access to Epicor Kinetic data directly within Google Sheets for tasks such as data analysis, collaboration, calculations, and more. This article offers a comprehensive guide on connecting to Epicor Kinetic within your Connect Cloud instance and accessing live Epicor Kinetic data seamlessly within Google Sheets.

CData Connect Cloud offers a seamless cloud-to-cloud interface designed for Epicor Kinetic, enabling effortless access to live Epicor Kinetic data directly within Google Sheets. Use the dedicated Connect Cloud Google Sheets Plug-In to connect with live Epicor Kinetic data. With built-in optimized data processing, CData Connect Cloud efficiently channels all supported query operations, including filters, JOINs, and more, directly to Epicor Kinetic. This leverages server-side processing to promptly retrieve the desired Epicor Kinetic data.

Configure Epicor Kinetic Connectivity for Google Sheets

Connectivity to Epicor Kinetic from Google Sheets is made possible through CData Connect Cloud. To work with Epicor Kinetic data from Google Sheets, we start by creating and configuring a Epicor Kinetic connection.

1. Log into Connect Cloud, click Connections and click Add Connection
2. Select "Epicor Kinetic" from the Add Connection panel
3. Enter the necessary authentication properties to connect to Epicor Kinetic.

   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.
4. Click Create & Test
5. Navigate to the Permissions tab in the Add Epicor Kinetic Connection page and update the User-based permissions.

With the connection configured, you are ready to connect to Epicor Kinetic data from Google Sheets.

Access Live Epicor Kinetic Data from Google Sheets

The steps below outline connecting to CData Connect Cloud from Google Sheets to access live Epicor Kinetic data.

1. Log into Google Sheets, create a new sheet (or open an existing one).
2. Click Add-ons and click Get Add-ons (if you have already installed the Add-on, jump to step 5).
3. Search for CData Connect Cloud Add-On and install the Add-on.
4. Authorize the Add-On.
5. Back in Google Sheets, click Add-ons and open the CData Connect Cloud Add-On.
6. In the Add-On panel, click Authorize to authenticate with your CData Connect Cloud instance
7. In the CData Connect Cloud panel in Google Sheets, click Import
8. Choose a Connection (e.g. epicorKinetic1), Table (e.g. Customers, and Columns to import
9. Optionally add Filters, Sorting, and a Limit
10. Click Execute to import the data

Live Access to Epicor Kinetic Data from Cloud Applications

New, you have a direct, cloud-to-cloud connection to live Epicor Kinetic data from your Google Sheets workbook. You can add more data to your workbook for calculations, aggregations, collaboration, and more.

Try CData Connect Cloud and get real-time data access to 100+ SaaS, Big Data, and NoSQL sources directly from your cloud applications.