Access Live Epicor Kinetic Data in Google Sheets

Google Sheets is a web-based spreadsheet program provided by Google. When integrated with Connect Spreadsheets by CData, 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 Connect Spreadsheets and accessing live Epicor Kinetic data seamlessly within Google Sheets.

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 Google Sheets

Connectivity to Epicor Kinetic from Google Sheets is made possible through Connect Spreadsheets. To work with Epicor Kinetic data from Google Sheets, 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

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 Connect Spreadsheets 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 Connect Spreadsheets Add-On and install the Add-on.
4. Authorize the Add-On.
5. Back in Google Sheets, click Add-ons and open the Connect Spreadsheets Add-On.
6. In the Add-On panel, click "Log in" to sign into and authenticate with your Connect Spreadsheets account
7. In the Connect Spreadsheets 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 and opt to overwrite the existing sheet or create a new one.

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