Setting Up The Connector in Enterprise

Configuration Guide

To get the Epicor Connector setup and running properly you will need to perform the following actions:

1. Setup the Epicor Connector
2. Run the connector job manually to download the initial data from Epicor to Enterprise
3. Update the Epicor connection info with the data that has been downloaded
   
4. Run the connector job manually to complete downloading the initial data from Epicor to Enterprise
5. Configure the job to run automatically to automate integration between Epicor and Enterprise

Setup the Epicor Connectors

To configure Enterprise to use Epicor, you need:

1. On your Enterprise site, go to System Management > Connector Accounts
2. Edit the existing Epicor connector
   
3. Enter your connection details:
   • Type: Epicor should be selected in this dropdown list.
   • Epicor API Url: Provided by Epicor/IT. Should be in the following format: https://website-info.epicorsaas.com/MoreInfo/api/
     
   • Epicor Username: Provided during your setup with Epicor
   • Epicor Password: Provided during your setup with Epicor
   • Epicor API Key: Coordinate with your Epicor IT.
   • Epicor Company: In Epicor, click on the bottom image. You should see your company number underneath Company.
   • Epicor FOB: Leave blank until after you have completed the initial Epicor connector run
     

Run the Epicor Connector Manually, Part 1

Use this to make an initial data download:

• Enterprise>System Management>Automation>Jobs
• Edit the Run Connectors job
  
• Click the Run Once button
  
• Review logging and verify that the initial run is complete without errors. Depending on the amount of data in Epicor this could take anywhere from a few minutes to a few hours

Finish the Epicor Connector Setup

Now you need to update the existing Epicor connector with the missing info we skipped earlier:

1. On your Enterprise site, go to System Management > Connector Accounts
2. Edit the existing Epicor connector
   
3. Edit your connection details:
   
   • Epicor FOB: In Epicor, go to Sales Management | Order Management | Setup | Ship Via.

Run the Epicor Connector Manually, Part 2

Now you'll need to download all of the rest of the data:

1. Enterprise>System Management>Automation>Jobs
2. Edit the Run Connectors job
3. Click the Run Once button
4. Review logging and verify that the initial run is complete without errors. Depending on the amount of data in Epicor this could take anywhere from a few minutes to a few hours

Automate the Job

To ensure BirdDog keeps the data flowing between Sage and Service Pro automatically you will need to:

1. Enterprise>System Management>Automation>Jobs
2. Edit the Run Connectors job
3. Take the job off of hold
   
4. Save the job
   
5. Review logging and verify that the job is running every minute without errors.