How to Access Live Epicor Kinetic Data in Power Automate Desktop via ODBC

Jerod Johnson
Director, Technology Evangelism

The CData ODBC Driver for Epicor Kinetic enables you to integrate Epicor Kinetic data into workflows built using Microsoft Power Automate Desktop.

The CData ODBC Driver for Epicor Kinetic enables you to access live Epicor Kinetic data in workflow automation tools like Power Automate. This article shows how to integrate Epicor Kinetic data into a simple workflow, moving Epicor Kinetic data into a CSV file.

Through optimized data processing, CData ODBC Drivers offer unmatched performance for interacting with live Epicor Kinetic data in Microsoft Power Automate. When you issue complex SQL queries from Power Automate to Epicor Kinetic, the driver pushes supported SQL operations, like filters and aggregations, directly to Epicor Kinetic and utilizes the embedded SQL engine to process unsupported operations client-side (e.g. SQL functions and JOIN operations).

Connect to Epicor Kinetic as an ODBC Data Source

If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.

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.

When you configure the DSN, you may also want to set the Max Rows connection property. This will limit the number of rows returned, which is especially helpful for improving performance when designing workflows.

Integrate Epicor Kinetic Data into Power Automate Workflows

After configuring the DSN for Epicor Kinetic, you are ready to integrate Epicor Kinetic data into your Power Automate workflows. Open Microsoft Power Automate, add a new flow, and name the flow.

👁 A new flow in Power Automate

In the flow editor, you can add the actions to connect to Epicor Kinetic, query Epicor Kinetic using SQL, and write the query results to a CSV document.

Add an Open SQL Connection Action

Add an "Open SQL connection" action (Actions -> Database) and configure the properties.

Connection string: DSN=CData Epicor Kinetic Source

After configuring the action, click Save.

👁 A configured 'Open SQL connection' action

Add an Execute SQL Statement Action

Add an "Execute SQL statement" action (Actions -> Database) and configure the properties.

Get connection by: SQL connection variable
SQL connection: %SQLConnection% (the variable from the "Open SQL connection" action above)
SQL statement: SELECT * FROM Customers

After configuring the action, click Save.

👁 A configured 'Execute SQL statement' action

Add a Write to CSV File Action

Add a "Write to CSV file" action (Actions -> File) and configure the properties.

Variable to write to: %QueryResult% (the variable from the "Execute SQL statement" action above)
File path: set to a file on disk
Configure Advanced settings as needed.

After configuring the action, click Save.

👁 A configured 'Write to CSV file' action

Add a Close SQL Connection Action

Add a "Close SQL connection" action (Actions -> Database) and configure the properties.

SQL Connection: %SQLConnection% (the variable from the "Open SQL connection" action above)

After configuring the action, click Save.

👁 A configured 'Close SQL connection' action

Save & Run the Flow

Once you have configured all the actions for the flow, click the disk icon to save the flow. Click the play icon to run the flow.

👁 A fully configured workflow

Now you have a workflow to move Epicor Kinetic data into a CSV file.

👁 Application data in a CSV file (Salesforce is shown)

With the CData ODBC Driver for Epicor Kinetic, you get live connectivity to Epicor Kinetic data within your Microsoft Power Automate workflows.

URL: https://www.cdata.com/kb/tech/epicorkinetic-odbc-power-automate.rst