Connect to Epicor Kinetic Data in RazorSQL

The CData JDBC Driver for Epicor Kinetic enables standards-based access from third-party tools, from wizards in IDEs to data management and analysis tools. This article shows how to connect to Epicor Kinetic using wizards in RazorSQL.

Create a JDBC Data Source for Epicor Kinetic Data

1. Open the RazorSQL application and, in the Connections menu, select Add Connection Profile -> Other -> JDBC.
2. In the Connection Wizard that appears, set the following properties:
   • Driver Location: Set this property to the path to the lib subfolder in the installation directory.
   • Driver Class: Set the driver class to cdata.jdbc.epicorerp.EpicorERPDriver.
   • Username: Enter the username. (This property can also be set in the JDBC URL.)
   • Password: Enter the password. (This property can also be set in the JDBC URL.)

   • JDBC URL: Enter connection parameters. The JDBC URL begins with jdbc:epicorerp: and is followed by a semicolon-separated list of connection properties.

     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.

     Built-in Connection String Designer

     For assistance in constructing the JDBC URL, use the connection string designer built into the Epicor Kinetic JDBC Driver. Either double-click the JAR file or execute the jar file from the command-line.

     java -jar cdata.jdbc.epicorerp.jar
     

     Fill in the connection properties and copy the connection string to the clipboard.

     👁 Using the built-in connection string designer to generate a JDBC URL (Salesforce is shown.)
     

     A typical JDBC URL is the following:

     jdbc:epicorerp:Service=Erp.BO.CustomerSvc;ERPInstance=MyInstance;URL=https://myaccount.epicorsaas.com;User=username;Password=password;InitiateOAuth=GETANDREFRESH;

Query Epicor Kinetic Data and Select Tables

After establishing a connection, the wizard will close and the connection will be available in the connections panel. You can then query the tables.