Query Epicor Kinetic Data in MySQL Workbench

MySQL Workbench allows users to administer MySQL environments and gain better visibility into databases. When paired with CData Connect (on-premise or Connect Server), you get live access to Epicor Kinetic data as if it were a MySQL database. This article shows how to create a virtual database for Epicor Kinetic in Connect and work with live Epicor Kinetic data in MySQL Workbench.

Create a Virtual MySQL Database for Epicor Kinetic Data

CData Connect uses a straightforward, point-and-click interface to connect to data sources and generate APIs.

1. Login to Connect and click Connections.
2. Select "Epicor Kinetic" from Available Data Sources.
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.
4. Click Save Changes
5. Click Privileges -> Add and add the new user (or an existing user) with the appropriate permissions.

With the virtual database created, you are ready to connect to Epicor Kinetic from MySQL Workbench.

Query Epicor Kinetic from MySQL Workbench

The steps below outline connecting to the virtual Epicor Kinetic database in Connect from MySQL Workbench and issuing basic queries to work with live Epicor Kinetic data.

Connect to Epicor Kinetic through Connect

1. In MySQL Workbench, click to add a new MySQL connection.
2. Name the connection (CData Connect).
3. Set the Hostname, Port, and Username parameters to connect to the SQL Gateway.
4. Click Store in Vault to set and store the password.
5. Click Test Connection to ensure the connection is configured properly and click OK.

Query Epicor Kinetic Data

1. Open the connection you just created (CData Connect).
2. Click File -> New Query Tab.
3. Write a SQL query to retrieve Epicor Kinetic data, like SELECT * FROM epicorkineticdb.Customers;

With access to live Epicor Kinetic data from MySQL Workbench, you can easily query and update Epicor Kinetic, just like you would a MySQL database. Request a demo of the CData Connect and start working with Epicor Kinetic just like a MySQL database today.