![]() Company: Required if you set the ApiVersion to v2.May be set to v2 to use the newer Epicor API. ApiKey: An optional key that may be required for connection to some services depending on your account configuration.In addition, you may also set the optional connection properties: Service: the service you want to retrieve data from.Password: the password of your account.ERPInstance: the name of your ERP instance.Url:the URL of the server hosting your ERP instance.To successfully connect to your ERP instance, you must specify the following connection properties: If you have not already done so, create a new Epicor ERP connection by clicking From Epicor ERP on the ribbon. ![]() In this example, you will use the Customers table however, the same process will work for any table thatĬan be retrieved by the CData Excel Add-In. This technique is useful if you want to work on Epicor ERP data in Excel and update changes, or if you have a whole spreadsheet you want to import into Epicor ERP. This article explains how to transfer data from Excel to Epicor ERP. The CData Excel Add-In for Epicor ERP enables you to edit and save Epicor ERP data directly from Excel. ![]()
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