How to Build an ETL App for Epicor Kinetic Data in Python with CData Connect AI

The rich ecosystem of Python modules lets you get to work quickly and integrate your systems more effectively. With the CData Connect AI Python SDK and the petl framework, you can build Epicor Kinetic-connected applications and pipelines for extracting, transforming, and loading Epicor Kinetic data. This article shows how to connect to Connect AI and use petl to extract, transform, and load Epicor Kinetic data.

The Connect AI Python SDK (cdata-connect-ai) is a DB-API 2.0 (PEP 249) compliant client, so petl can read directly from the SDK connection with etl.fromdb. There is no driver to install per source: connect with a Personal Access Token and build your pipeline.

Connect to Epicor Kinetic in Connect AI

CData Connect AI uses a straightforward, point-and-click interface to connect to data sources.

1. Log into Connect AI, click Sources, and then click Add Connection

2. Select "Epicor Kinetic" from the Add Connection panel

3. Enter the necessary authentication properties to connect to Epicor Kinetic.

   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.
   
4. Click Save & Test
5. Navigate to the Permissions tab and update the user-based permissions.

Generate a Personal Access Token (PAT)

The Python SDK authenticates to Connect AI with your account email and a Personal Access Token (PAT). It is best practice to create a separate PAT for each application to maintain granularity of access.

1. Click the Gear icon () at the top right of the Connect AI app to open the Settings page.
2. On the Settings page, go to the Access Tokens section and click Create PAT.
3. Give the PAT a name and click Create.
4. The PAT is only visible at creation, so copy it and store it securely.

Install Required Modules

Install the SDK and the petl framework using the pip utility:

pip install cdata-connect-ai
pip install petl

Build an ETL App for Epicor Kinetic Data in Python

Once the required modules are installed, you are ready to build the ETL app. Code snippets follow, but the full source code is available at the end of the article.

First, import the modules and connect to Connect AI with your account email and PAT:

import petl as etl
import cdata_connect_ai

conn = cdata_connect_ai.connect(
    username="[email protected]",
    password="<your_pat>",
)

Create a SQL Statement to Query Epicor Kinetic

Use SQL to create a statement for querying Epicor Kinetic. In this article, we read data from the Customers entity. Identifiers are three-part: <Connection>.<Schema>.<Table>, where the connection name defaults to the source name (for example, EpicorERP1).

sql = (
    "SELECT CustNum, Company "
    "FROM [EpicorERP1].[EpicorERP].[Customers] "
    "WHERE CompanyName = 'CompanyName'"
)

Extract, Transform, and Load the Epicor Kinetic Data

With a connection and query in hand, use petl to extract, transform, and load the Epicor Kinetic data. In this example, we extract Epicor Kinetic data, sort the data by the Company column, and load the data into a CSV file.

table1 = etl.fromdb(conn, sql)

table2 = etl.sort(table1, 'Company')

etl.tocsv(table2, 'customers_data.csv')

Load New Rows Back into Epicor Kinetic

When Epicor Kinetic supports writes, load rows back with a batch INSERT. The SDK's executemany takes @name placeholders and a list of parameter dictionaries, one per row.

cur = conn.cursor()
cur.executemany(
    "INSERT INTO [EpicorERP1].[EpicorERP].[Customers] (CustNum, Company) "
    "VALUES (@val1, @val2)",
    [
        {"@val1": "New value 1", "@val2": "New value 1"},
        {"@val1": "New value 2", "@val2": "New value 2"},
    ],
)
print(f"Rows inserted: {cur.rowcount}")

conn.close()

Note: Even for writable sources, a read-only PAT or connection permission will reject write operations.

With the CData Connect AI Python SDK, you can work with Epicor Kinetic data just like you would with any database, including direct access to data in ETL packages like petl.

More Information and Free Trial

Now you can pipe live Epicor Kinetic data through petl using the CData Connect AI Python SDK. For more information on connecting to Epicor Kinetic (and hundreds of other data sources), visit the Connect AI page. Sign up for a free trial and start building data pipelines for live Epicor Kinetic data in Python.

Full Source Code

import petl as etl
import cdata_connect_ai

conn = cdata_connect_ai.connect(
    username="[email protected]",
    password="<your_pat>",
)

sql = (
    "SELECT CustNum, Company "
    "FROM [EpicorERP1].[EpicorERP].[Customers] "
    "WHERE CompanyName = 'CompanyName'"
)

table1 = etl.fromdb(conn, sql)

table2 = etl.sort(table1, 'Company')

etl.tocsv(table2, 'customers_data.csv')

cur = conn.cursor()
cur.executemany(
    "INSERT INTO [EpicorERP1].[EpicorERP].[Customers] (CustNum, Company) "
    "VALUES (@val1, @val2)",
    [
        {"@val1": "New value 1", "@val2": "New value 1"},
        {"@val1": "New value 2", "@val2": "New value 2"},
    ],
)
print(f"Rows inserted: {cur.rowcount}")
conn.close()