Access Live Epicor Kinetic Data in Excel for the Web (Excel 365/Online) through Connect Spreadsheets

Microsoft Excel for the web represents a cloud-native iteration of Microsoft Excel. When combined with Connect Spreadsheets by CData, you gain immediate access to Epicor Kinetic data directly within Excel, facilitating data analysis, collaboration, calculations, and more. This article shows how to connect to Epicor Kinetic in Connect Spreadsheets and access and update live Epicor Kinetic data in Excel spreadsheets online.

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 Excel

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

1. Log into Connect Spreadsheets, click Sources and 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 Create & Test

With the connection configured, you are ready to connect to Epicor Kinetic data from Excel for the web.

Access Live Epicor Kinetic Data in Excel for the web

The steps below outline connecting to Connect Spreadsheets from Excel to access live Epicor Kinetic data.

1. Log into Excel, create a new sheet (or open an existing one).
2. Click Insert and click Office Add-ins. (If you have already installed the Add-In, jump to step 4.)
3. Search for Connect Spreadsheets and click "Get it now" to install the Add-in. 👁 Install the Add-In
   
4. Back in Excel, open the Data ribbon select and click the CData Connect Spreadsheets "Get Data" button. 👁 Open Add in panel
   
5. In the Add-In panel, click "Log in" to sign into and authenticate with your Connect Spreadsheets account 👁 Authorizing the Add-In
   
6. In the Connect Spreadsheets panel in Excel, click Import 👁 Connect Spreadsheets panel in Excel
   
7. Choose a Connection (e.g. EpicorERP1), Table (e.g. Customers), and Columns to import 👁 Connect Spreadsheets panel in Excel
   
8. Optionally add Filters, Sorting, and a Limit 👁 Choosing a Connection, Table, and Columns
   
9. Click Execute to import the data 👁 Executing the Query
   

Update Epicor Kinetic Data from Excel

In addition to viewing Epicor Kinetic data in Excel, Connect Spreadsheets also lets you update and delete Epicor Kinetic data. Begin by importing data (as described above).

1. Update any cell or cells with changes you want to push to Epicor Kinetic
2. In the Connect Spreadsheets Add-In panel, select Update
3. Optionally highlight the cell(s) you wish to update and select an update option ("Update All" or "Update Selected") 👁 Executing the update (Salesforce is shown).
   
4. Click Execute to push the updates to Epicor Kinetic

A notification will appear when the update is complete.

Live Access to Epicor Kinetic Data from Spreadsheets

New, you have a direct, cloud-to-cloud connection to live Epicor Kinetic data from your Excel 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 hundreds of SaaS, Big Data, and NoSQL sources directly from your spreadsheet apps.