Access Live Epicor Kinetic Data in Excel (Desktop)

Microsoft Excel is a widely used spreadsheet software application, primarily used for tasks related to data management, analysis, and visualization. When combined with Connect Spreadsheets by CData, you gain immediate access to Epicor Kinetic data directly within Excel, facilitating data analysis, collaboration, calculations, and more. This article shows how to connect to Epicor Kinetic in Connect Spreadsheets and access and update live Epicor Kinetic data in Excel spreadsheets.

Connect Spreadsheets is the easiest way to get all your live data into Microsoft Excel and Google Sheets - no more downloading, wrangling, and uploading files again. Just connect to your data, select the dataset you'd like to see, and import it into your spreadsheet.

Configure Epicor Kinetic Connectivity for Excel

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

1. Log into Connect Spreadsheets, 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 Excel.

Access Live Epicor Kinetic Data in Excel

The steps below outline connecting to Connect Spreadsheets from Excel to access live Epicor Kinetic data.

1. Open Excel, create a new sheet (or open an existing one).
2. Click Insert and click Get Add-ins. (if you have already installed the Add-In, jump to step 4).
3. Search for Connect Spreadsheets and install the Add-in.
4. Click Data and open the CData Connect Spreadsheets Add-In.
5. In the Add-In panel, click "Log in" to authenticate with your Connect Spreadsheets account
6. In the Connect Spreadsheets panel in Excel, click Import
7. Choose a Connection (e.g. epicorKinetic1), Table (e.g. Customers), and Columns to import
8. Optionally add Filters, Sorting, and a Limit
9. Click Execute to import the data and opt to overwrite the existing sheet or create a new one.

Update Epicor Kinetic Data from Excel

In addition to viewing Epicor Kinetic data in Excel, Connect Spreadsheets also lets you update and delete Epicor Kinetic data. Begin by importing data (as described above).

1. Update any cell or cells with changes you want to push to Epicor Kinetic (your changes will be in red)
2. In the Connect Spreadsheets Add-In panel, select Update
3. Optionally highlight the cell(s) you wish to update and select an update option ("Update All" or "Update Selected")
4. Click Execute to push the updates to Epicor Kinetic

A notification will appear when the update is complete

Live Access to Epicor Kinetic Data from Spreadsheet Apps

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

Try Connect Spreadsheets and get real-time data access to 100+ SaaS, Big Data, and NoSQL sources directly from Microsoft Excel.