Model Context Protocol (MCP) finally gives AI models a way to access the business data needed to make them really useful at work. CData MCP Servers have the depth and performance to make sure AI has access to all of the answers.
Try them now for free →
Use the API Server and Epicor Kinetic ADO.NET Provider to Access Epicor Kinetic Data in Microsoft PowerPivot
Use the API Server to connect to live Epicor Kinetic data in the PowerPivot business intelligence tool.
This article will explain how to use the API Server and the ADO.NET Provider for Epicor Kinetic (or any of 200+ other ADO.NET Providers) to provide Epicor Kinetic data as OData services and then consume the data in Microsoft Excel's PowerPivot business intelligence tool. Follow the steps below to retrieve and edit Epicor Kinetic data in Power Pivot.
Set Up the API Server
Follow the steps below to begin producing secure Epicor Kinetic OData services:
Deploy
The API Server runs on your own server. On Windows, you can deploy using the stand-alone server or IIS. On a Java servlet container, drop in the API Server WAR file. See the help documentation for more information and how-tos.
The API Server is also easy to deploy on Microsoft Azure, Amazon EC2, and Heroku.
Connect to Epicor Kinetic
After you deploy the API Server and the ADO.NET Provider for Epicor Kinetic, provide authentication values and other connection properties needed to connect to Epicor Kinetic by clicking Settings -> Connections and adding a new connection in the API Server administration console.
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.
You can then choose the Epicor Kinetic entities you want to allow the API Server access to by clicking Settings -> Resources.
Additionally, click Settings -> Server and set the Default Format to XML (Atom) for compatibility with Excel.
Authorize API Server Users
After determining the OData services you want to produce, authorize users by clicking Settings -> Users. The API Server uses authtoken-based authentication and supports the major authentication schemes. Access can also be restricted based on IP address; by default, only connections to the local machine are allowed. You can authenticate as well as encrypt connections with SSL.
Import Epicor Kinetic Tables in Power Pivot
Follow the steps below to import tables that can be refreshed on demand:
- In Excel, click the PowerPivot Window icon in the PowerPivot tab to open PowerPivot.
- Click Home -> Get External Data -> From Data Service -> From OData Data Feed.
-
Add authentication parameters. Click Advanced and set the Integrated Security option to Basic. You will need to enter the User Id and Password of a user who has access to the CData API Server. Set the password to the user's authtoken.
-
In the Base URL box, enter the OData URL of the CData API Server. For example, http://localhost:8032/api.rsc.
-
Select which tables you want to import and click Finish.
You can now work with Epicor Kinetic data in Power Pivot.
