Connecting to Epicor ERP

Epicor ERP is an enterprise resource planning (ERP) solution. You can use the Epicor ERP data connector to import your organization's Epicor ERP data.

Before you start

To connect to Epicor ERP, you must gather the following information:

• the name of the ERP application installed
• the URL of the server where ERP instance is hosted
• user credentials to authenticate to the ERP instance

• the service you want to retrieve data from

For help gathering the connection prerequisites, contact the Epicor ERP administrator in your organization. If your administrator cannot help you, you or your administrator should contact Epicor ERP Support.

Create an Epicor ERP connection

1. From the Analytics main menu, select Import > Database and application.
2. From the New Connections tab, in the ACL DSN Connectors (Bundled) section, select Epicor ERP.

   Tip

   You can filter the list of available connectors by entering a search string in the Filter connections box. Connectors are listed alphabetically.

   The DSN Configuration dialog box appears.

3. In the DSN Configuration dialog box, click Show Required.
4. Provide values for the required fields, if any.
5. Click Test Connection.

   Note

   When you click the Test Connection button, it validates whether the connection and authentication details provided are correct. If you click OK without clicking Test Connection, the connection details are saved without any validation and may not work later if the values provided are incorrect.

   The log-in page for Epicor ERP appears.

6. Provide the connection details and authenticate your log-in.

   When the connection is successful, a dialog box opens displaying a success message.

7. Click OK in the dialog box that appears.

   The connection to Epicor ERP is established successfully.

8. In the DSN Configuration dialog box, click OK.

The connection for Epicor ERP is saved to the Existing Connections tab. In the future, you can reconnect to Epicor ERP from the saved connection.

Once the connection is established, the Data Access window opens to the Staging Area and you can begin importing data. For help importing data from Epicor ERP, see Working with the Data Access window.

Rename the connection

When you create the Epicor ERP data connector, you cannot provide a Connection name of your choice and the connection is saved to the Existing Connections tab with the same name as your data source. If you want to rename it, navigate to the Existing Connections tab, expand the ACL Connectors (DSN) section, click the ellipsis icon corresponding to Epicor ERP and select Rename connection.