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Connect to Epicor ERP Data in DBArtisan

Use wizards in DBArtisan to configure Epicor ERP data as a data source.

The CData ODBC Driver for Epicor ERP seamlessly integrates Epicor ERP data into database management tools like DBArtisan by enabling you to access Epicor ERP data as a database. This article shows how to create an data source for Epicor ERP in DBArtisan and execute queries. You can then edit data visually and execute standard SQL.

Integrate Epicor ERP Data into DBArtisan Projects

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.

You can then follow the steps below to register Epicor ERP data as a database instance in your project:

  1. In DBArtisan, click Data Source -> Register Datasource.
  2. Select Generic ODBC.
  3. Enter a name for the data source and select the DSN.
  4. Finish the wizard to connect to Epicor ERP data. Epicor ERP entities are displayed in the Datasource Explorer.

You can now work with Epicor ERP data as you work with any other database. See the driver help documentation for more information on the queries supported by the Epicor ERP API.