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Update Epicor ERP Data with a Microsoft Access Linked Table

Update Epicor ERP data by creating a linked table in Microsoft Access with the CData Epicor ERP ODBC Driver.

CData ODBC drivers connect your data to any database management tool that supports Open Database Connectivity (ODBC). This includes many of the most popular productivity tools, adding new capabilities for document sharing and collaboration. Using the CData ODBC driver for Epicor ERP, you can update live Epicor ERP data in Microsoft Access; for example, you can make updates that can be immediately seen by other users.

Connect to Epicor ERP as an ODBC Data Source

If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.

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.

Create a Linked Table to Customers Data

Follow the steps below to create a linked table, which enables you to access live Customers data.

  1. On the External Data tab in Access, click ODBC Database.
  2. Select the option to link to the data source. A linked table will enable you to read and write data to the Customers table.
  3. Select the CData Epicor ERP data source from the Machine Data Source tab.

  4. Select the Customers table. For more information on this table, see the "Data Model" chapter in the help documentation.
  5. Double-click the linked table to make edits. The linked table will always have up-to-date data and any changes will be reflected back to the underlying table.