Epicor

Overview of the Epicor integration.

The following documentation is for Epicor v1.2.0.

Overview

Discover business entities and automate ERP workflows within Epicor.

The Epicor integration supports discovery. Once connected, you can browse available services and entities directly from Kognitos, then enable the specific actions your automations need. See Custom Actions for setup instructions.

Setup

The following integrations need to be connected to your Kognitos workspace:

• Epicor

Steps

Follow these steps to connect the integration in Kognitos:

1

Navigate

Using the left navigation menu, go to Integrations → Explore Integrations.

2

Find

Search for the integration and click on it.

3

Connect

Click on Connect to add a connection to the integration.

4

Configure

Add a name for the connection. You'll be prompted for authentication details if needed. Then, click on Connect.

Discovering Actions

After connecting, you can discover and enable the specific services and entities available in your system:

1

Open the connection menu

Navigate to Integrations, find your Epicor connection, and click the three-dot menu ⋯ next to the connection name. Select Configure Actions.

2

Browse and enable services

Browse or search for the services you need. Toggle them on to enable them in your workspace.

3

Save and wait

Click Save to apply your configuration. Allow 1-2 minutes for Kognitos to complete the discovery process. Once finished, the enabled actions become available in your drafts and automations.

Authentication

Use one of the following authentication methods to connect this integration in Kognitos. Each method has its own configuration requirements.

Connect using Host, Environment, Company, Username, Password and API Key

Connects to an API using the provided API key.

Label	Description	Type
Host	The Epicor server URL	text
Environment	The Epicor environment	text
Company	The Epicor company ID	text
Username	The username for authentication	text
Password	The password for authentication	text
API Key	The API key to be used for connecting	text

Actions

The following actions are available in the Epicor integration:

1. Get method info from epicor

Gets the parameter info for a custom method on an Epicor service.

2. Invoke a method on epicor

Invokes a custom method on an Epicor Business Object service.

3. Retrieve some baqs from epicor

Retrieves the list of available Business Activity Queries (BAQs).

4. Retrieve some entities from epicor

Retrieves the list of available Epicor entities for a given service.

In addition to these built-in actions, the Epicor integration supports custom actions that are discovered from your specific system. The actions available depend on which services you enable through the discovery process.

Concepts

Epicor entity

Represents an Epicor entity with its metadata.This includes both regular entities and Business Activity Queries (BAQs).

Field Name	Description	Type
name	The name of the entity or BAQ.	text
kind	The kind of the entity (e.g., "EntitySet", "BAQ").	text
url	The URL of the entity or BAQ.	text
discover_call	The discovery call for the entity or BAQ.	text