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Introduction

An Epicor ERP connection is configured via the Epicor ERP connector to establish access to an account on the Epicor server. Once a connection is established, you can configure one or more Epicor ERP activities associated with that connection to use as a source or target within an operation.

Creating or Editing an Epicor ERP Connection

From the design canvas, open the Connectivity tab of the design component palette:

Connectivity tab

To configure a new Epicor ERP connection, within the Connectors filter, click the Epicor ERP connector block:

EpicorERP connection new

To configure an existing Epicor ERP connection, within the Endpoints filter, double-click the Epicor ERP connection block:

EpicorERP connection existing

This will open a configuration screen for the Epicor ERP connection, covered next.

Configuring an Epicor ERP Connection

Configuration of an Epicor ERP connection includes these fields:

EpicorERP connection configuration

TIP: Fields with a variable icon Variable icon support using global variables, project variables, and Jitterbit variables. Begin typing an open square bracket [ into the field or click the variable icon to display existing variables to choose from.

  • Endpoint Name: Enter a name to use to identify the Epicor connection. The name must be unique for each Epicor connection and must not contain forward slashes (/) or colons (:).

  • Server Host Name: Enter the Epicor host name. See Epicor Registration.

  • Server Instance: Enter the Epicor server instance. See Epicor Registration.

  • Username: Enter the Epicor username. See Epicor Registration.

  • Password: Enter the Epicor password. See Epicor Registration.

  • Test: Click this button to verify the connection. The server will check only that the specified user can make a connection.

  • Save Changes: Click this button to save and close the connection configuration.

  • Discard Changes: After making changes to a new or existing configuration, click Discard Changes to close the configuration without saving. A message will ask you to confirm that you want to discard changes.

  • Delete: After opening an existing connection configuration, click Delete to permanently delete the connection from the project and close the configuration (see Component Dependencies, Deletion, and Removal). A message will ask you to confirm that you want to delete the connection.

Next Steps

After configuring a Epicor ERP connection, you can configure one or more Epicor ERP activities associated with that connection to use as a source or target within an operation. For more information, see these pages:

  • Get: Retrieves data from an Epicor ERP connection and is used as a source in an operation.

  • Get BAQ: Retrieves data from an Epicor ERP connection using a BAQ (Business Activity Query) and is used as a source in an operation.

  • Put BAQ (UBAQ): Updates a Business Activity Query at an Epicor ERP connection and is used as a target in an operation.

  • Post: Inserts new data into an Epicor ERP connection and is used as a target in an operation.

  • Update: Inserts or updates data into an Epicor ERP connection and is used as a target in an operation.

  • Delete: Deletes data in an Epicor ERP connection and is used as a target in an operation.

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Last updated:  Dec 13, 2019

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