Ready to get started?

Learn more about CData API Server or sign up for a free trial:

Learn More

Automate Tasks in Microsoft Flow Using the CData API Server and Epicor ERP ADO.NET Provider

Automate actions like sending emails to a contact list, posting to social media, or syncing CRM and ERP.

Microsoft Flow makes it easy to automate tasks that involve data from multiple systems, on premises or in the cloud. With the CData API Server and Epicor ERP ADO.NET Provider (or any of 170+ other ADO.NET Providers), line-of-business users have a native way to create actions based on Epicor ERP triggers in Microsoft Flow; the API Server makes it possible for SaaS applications like Microsoft Flow to integrate seamlessly with Epicor ERP data through data access standards like Swagger and OData. This article shows how to use wizards in Microsoft Flow and the API Server for Epicor ERP to create a trigger -- entities that match search criteria -- and send an email based on the results.

Set Up the API Server

Follow the steps below to begin producing secure and Swagger-enabled Epicor ERP APIs:

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 ERP

After you deploy, provide authentication values and other connection properties by clicking Settings -> Connections in the API Server administration console. You can then choose the entities you want to allow the API Server access to by clicking Settings -> Resources.

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 will also need to enable CORS and define the following sections on the Settings -> Server page. As an alternative, you can select the option to allow all domains without '*'.

  1. Access-Control-Allow-Origin: Set this to a value of '*' or specify the domains that are allowed to connect.
  2. Access-Control-Allow-Methods: Set this to a value of "GET,PUT,POST,OPTIONS".
  3. Access-Control-Allow-Headers: Set this to "x-ms-client-request-id, authorization, content-type".

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. You can authenticate as well as encrypt connections with SSL. Access can also be restricted by IP address; access is restricted to only the local machine by default.

For simplicity, we will allow the authtoken for API users to be passed in the URL. You will need to add a setting in the Application section of the settings.cfg file, located in the data directory. On Windows, this is the app_data subfolder in the application root. In the Java edition, the location of the data directory depends on your operation system:

  1. Windows: C:\ProgramData\CData
  2. Unix or Mac OS X: ~/cdata
[Application] AllowAuthtokenInURL = true

Add Epicor ERP Data to a Flow

You can use the built-in HTTP + Swagger connector to use a wizard to design a Epicor ERP process flow:

  1. In Microsoft Flow, click My Flows -> Create from Blank.
  2. Select the Recurrence action and select a time interval for sending emails. This article uses 1 day.
  3. Add an HTTP + Swagger action by searching for Swagger.
  4. Enter the URL to the Swagger metadata document: https://MySite:MyPort/api.rsc/@MyAuthtoken/$swagger
  5. Select the "Return Customers" operation.
  6. Build the OData query to retrieve Epicor ERP data. This article defines the following OData filter expression in the $filter box:

    CompanyName eq 'CompanyName'

    See the API Server help documentation for more on filtering and examples of the supported OData.

Trigger an Action

You can now work with Customers entities in your process flow. Follow the steps to send an automated email:

  1. Add an SMTP - Send Email action.
  2. Enter the address and credentials for the SMTP server and name the connection. Be sure to enable encryption if supported by your server.
  3. Enter the message headers and body. You can add Epicor ERP columns in these boxes.