Connect Excel to Epicor Kinetic

Read, Write, and Update Epicor Kinetic Data from Excel

Connect with live Epicor Kinetic data directly from Microsoft Excel. The free Excel Add-In for CData Connect Cloud gives you real-time access to Epicor Kinetic data, right from the Excel tool bar.

Install the Add-In, configure your Epicor Kinetic connection, and go!


  Get The Excel Add-In Now

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Discover What's Possible with Your Epicor Kinetic Data in Excel

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Say Farewell to Copy/Paste

Real-time, seamless access to data removes the burden of manual data entry in Excel.

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Never Rely on Stale Data

Work with live data in Online, Windows, and Mac editions of Excel to create up-to-date reports.

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Point and Click Configuration

Integrate data and manage connections with no code or special skills required.

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Secure Access and Encryption

Securely govern your data with specific user permissions and built-in TLS / SSL data encryption.



Real-Time Access to Epicor Kinetic Data from Excel




Get Started with Epicor Kinetic in 3 Simple Steps:

  1. Install the Excel Add-In - After installation look for the CData Connect Cloud button on the Excel Ribbon.
  2. Configure your Epicor Kinetic Connection - Click on the connect cloud add-in from within Excel to setup an account and configure a connection to Epicor Kinetic.
  3. Run your first query - Select any Epicor Kinetic data that you want to access. All data is exposed as standard tables and data views. You can even write custom queries with SQL to filter and join data.
Connect to Epicor Kinetic data in Excel



Automate Your Workflow

Spend less time copying, pasting, and importing data. Build custom reports and dashboards with automatic refreshes (hourly, daily, weekly, monthly) for real-time insights.

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Bring Data to Life in Excel

Bring your Epicor Kinetic data into Excel for up-to-date insights with Connect Cloud. Easily combine that information with data from other sources in Excel to form a complete picture of the customer journey.

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Epicor Kinetic Reporting, Analysis, & Data Manipulation

Perfect for mass imports / exports / updates, data cleansing & de-duplication, Excel based data analysis, and more!

  • Modify and delete records and push updates back to Epicor Kinetic
  • Quickly export and backup data.
  • Operate on data with Charts and Pivot Tables.
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Get the Excel Add-In for Epicor Kinetic


Building custom dashboards & reports that connect with live Epicor Kinetic data has never been easier. Get the CData Excel Add-In for Epicor Kinetic now, and get connected.


  Get the Excel Add-In Now!