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How to connect Fluent to Epicor?

This document outlines how to connect Fluent to Epicor:

In Fluent:

  1. Go to Manage team > Connections > New

  2. Select Epicor from the dropdown list:

3. Enter Epicor URL, Username, Password & Company ID

  • URL - The base URL of your Epicor Kinetic instance (e.g., https://yourcompany.epicorsaas.com)

  • Username

    • The Epicor user account username

    • An integration user should be created with a defined access scope.

  • Password

    • The Epicor user account password

  • Company ID

    • The Epicor company identifier that matches your Epicor configuration

  • API Key (Optional)

    • REST API key. When provided, the connection uses v2 authentication; when omitted, it uses v1

4. Connection established!

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