Integrate Live Epicor Kinetic Data into Custom Business Apps Built in Power Apps

Power Apps is a service for building and using custom business apps that connect to your data and work across the web and mobile — without the time and expense of custom software development. When paired with CData Connect AI, you get instant, cloud-to-cloud access to Epicor Kinetic data from the apps you build using Power Apps. This article shows how to connect to Connect AI from Power Apps and build an app based on live Epicor Kinetic data.

CData Connect AI provides a pure SQL, cloud-to-cloud interface for Epicor Kinetic, allowing you to easily integrate with live Epicor Kinetic data in Power Apps — without replicating the data. CData Connect AI looks exactly like a SQL Server database to Power Apps and uses optimized data processing out of the box to push all supported SQL operations (filters, JOINs, etc) directly to Epicor Kinetic, leveraging server-side processing to quickly return Epicor Kinetic data.

Configure Epicor Kinetic Connectivity for Power Apps

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

1. Log into Connect AI, click Sources, and then click Add Connection
👁 Adding a Connection

2. Select "Epicor Kinetic" from the Add Connection panel
👁 Selecting a data source

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.
   👁 Configuring a connection (Salesforce is shown)
   
4. Click Save & Test
5. Navigate to the Permissions tab in the Add Epicor Kinetic Connection page and update the User-based permissions. 👁 Updating permissions
   

Add a Personal Access Token

When connecting to Connect AI through the REST API, the OData API, or the Virtual SQL Server, a Personal Access Token (PAT) is used to authenticate the connection to Connect AI. It is best practice to create a separate PAT for each service to maintain granularity of access.

1. Click on the Gear icon () at the top right of the Connect AI app to open the settings page.
2. On the Settings page, go to the Access Tokens section and click Create PAT.
3. Give the PAT a name and click Create. 👁 Creating a new PAT
   
4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

With the connection configured and a PAT generated, you are ready to connect to Epicor Kinetic data from Power Apps.

Connecting to CData Connect AI

To use Connect AI to integrate Epicor Kinetic data into your Power Apps, you need a new SQL Server connection:

1. Log in to Power Apps
2. Click Dataverse -> Connections -> New connection
3. Select SQL Server 👁 Creating a new SQL Server Connection
   
4. In the connection wizard:
   
   
   • Choose to connect directly
   • Set SQL server name to tds.cdata.com,14333
   • Set SQL database name to the name of the Epicor Kinetic connection (e.g. EpicorERP1)
   • Set Username to a Connect AI user (e.g. [email protected])
   • Set Password to the PAT for the above user
   • Click Create 👁 Connecting to Connect AI
     

Building a Data-Centric App for Epicor Kinetic Data

With the connection to Connect AI configured, you are ready to integrate live Epicor Kinetic data into the apps you build in Power Apps.

1. Log in to Power Apps
2. Click Create and select "SQL" 👁 Creating a new app from data
   
3. Select the SQL Server connection you created
4. Search for or choose a table to work with
5. Click Connect 👁 Connecting to Epicor Kinetic data
   
6. Customize the newly created app just like you would any other, including changing the layout and setting the fields exposed in BrowseScreen, DetailScreen, and EditScreen 👁 Customizing the Epicor Kinetic data app
   

At this point, you have an app with read and write access to live Epicor Kinetic data that you can save and publish for use within your organization.

SQL Access to Epicor Kinetic Data from Cloud Applications

Now you have a direct connection to live Epicor Kinetic data from Microsoft Power Apps. You can create more connections and apps to drive business — all without replicating Epicor Kinetic data.

To get real-time data access to hundreds of SaaS, Big Data, and NoSQL sources directly from your cloud applications, sign up for a free trial of CData Connect AI.