Epicor

Overview of the Epicor integration.

The following documentation is for Epicor v1.7.1.

Overview

Epicor is a comprehensive enterprise resource planning (ERP) software designed for manufacturing, distribution, and retail industries. This integration enables automated order management, inventory tracking, production scheduling, and business process workflows within Epicor. Streamline enterprise operations and improve operational efficiency across your Epicor environment.

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.

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	sensitive
API Key	The API key to be used for connecting	sensitive

Actions

The following actions are available in the Epicor integration:

1. Retrieve some baqs from epicor

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

2. Retrieve some entities from epicor

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

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