Export Data from SQL Server to Epicor ERP through SSIS





Epicor ERP SSIS Components

パワフルなSSIS Source & Destination Components で、SQL Server とEpicor ERP データをSSIS ワークフローで連携。

Epicor ERP のSales Orders、Purchase Orders、Accounts など多様なデータを簡単に同期。データ同期、ローカルバックアップ、ワークフロー自動化に最適!

Easily push SQL Server data to Epicor ERP using the CData SSIS Tasks for Epicor ERP.

SQL Server databases are commonly used to store enterprise records. It is often necessary to move this data to other locations. The CData SSIS Task for Epicor ERP allows you to easily transfer Epicor ERP data. In this article you will export data from SQL Server to Epicor ERP.

Add Source and Destination Components

To get started, add a new ADO.NET Source control and a new Epicor ERP Destination control to the data flow task.

Configure the ADO.NET Source

Follow the steps below to specify properties required to connect to the SQL Server instance.

  1. Open the ADO.NET Source and add a new connection. Enter your server and database information here.
  2. In the Data access mode menu, select "Table or view" and select the table or view to export into Epicor ERP.
  3. Close the ADO NET Source wizard and connect it to the destination component.

Create a New Connection Manager for Epicor ERP

Follow the steps below to set required connection properties in the Connection Manager.

  1. Create a new connection manager: In the Connection Manager window, right-click and then click New Connection. The Add SSIS Connection Manager dialog is displayed.
  2. Select CData EpicorERP Connection Manager in the menu.
  3. Configure the connection properties. A typical connection requires:
    • Service
    • ERPInstance
    • URL
    • User
    • Password

    ERP インスタンスに接続するには、次の接続プロパティを指定してください。

    • Url:ERP インスタンスをホストしているサーバーのURL。例えば、https://myserver.EpicorSaaS.com
    • ERPInstance:ERP インスタンス名。
    • User:アカウントのユーザー名。
    • Password:アカウントのパスワード。
    • Service:データを取得するサービス。例えば、BaqSvc。


    • ApiKey:アカウント設定に応じて、いくつかのサービスへの接続に必要となるオプションのキー。
    • ApiVersion:デフォルトはv1。新しいEpicor API を使用するにはv2 に設定してください。
    • Company:ApiVersion をv2 に設定した場合は必須になります。

Configure the Epicor ERP Destination

In the destination component Connection Manager, define mappings from the SQL Server source table into the Epicor ERP destination table.

  1. Double-click the Epicor ERP destination to open the destination component editor.
  2. In the Connection Managers tab, select the connection manager previously created.
  • Specify the table into which the data will be exported: On the Component Properties tab, enter the table name in the TableName property, under the Custom Properties section. In this case, you will transfer Customers records.
  • On the Column Mappings tab, configure the mappings from the input columns to the destination columns.
  • Run the Project

    You can now run the project. After the SSIS Task has finished executing, data from your SQL table will be exported to the chosen table.