This guide walks you through everything needed to connect Fluent to Epicor Kinetic.
Part 1: Before the Meeting
These steps can be completed ahead of time, and only require access to your Epicor instance. Completing them in advance makes the onboarding meeting quick and smooth.
1. Create an Epicor Integration User for Fluent
Create a dedicated Epicor user for Fluent. This is a service account, not an individual employee account. During the meeting, we will assign it an access scope. This way, the password never expires and security is managed through the access scope.
Head to User Account Maintenance
Fill out User ID & Name
Under Authentication, select Enable Account
Login as the user and reset the user's password
2. Generate an Epicor API Key
Head to API Key Maintenance and click Create New
Save the key in a secure place, like a password manager. You will need it to finish onboarding.
Note: During the meeting, we will associate this API key with the Fluent access scope. Providing an API key also means the connection uses Epicor's v2 REST authentication.
3. Make Sure Your Epicor API Is Accessible Over the Internet
Fluent interacts with Epicor Kinetic via its REST API, so your Epicor instance must be reachable over the internet.
If you are hosted in Epicor's cloud (for example, https://yourcompany.epicorsaas.com), no action is typically required.
If you are on-premise or your organization enforces stricter network controls (for example, IP allowlisting), allow inbound traffic from Fluent's outbound IP addresses:
3.147.233.158
3.16.223.87
3.17.236.197
If your environment does not restrict inbound traffic by IP, no action is required.
Troubleshooting connectivity
1. Check DNS & network access
Check DNS resolution for your Epicor hostname at dnschecker.org
Verify the URL is accessible from your network
Check firewall or VPN settings
Ensure the server is running and accepting connections
You can also test the connection from a terminal using standard networking tools
2. Verify credentials
Double-check the username and password
Ensure the account has not expired or been locked
Verify the user has API access permissions in Epicor
Check that the Company ID matches your Epicor configuration
3. Check the SSL certificate
Ensure the SSL certificate is valid and not expired
Self-signed certificates work, but are discouraged
4. Have Your Connection Details Ready
During the meeting, you will enter the following into Fluent, so have them ready:
URL: the base URL of your Epicor Kinetic instance (for example, https://yourcompany.epicorsaas.com)
Username: the integration user's username
Password: the integration user's password
Company ID: the Epicor company identifier that matches your Epicor configuration
API Key: the key you generated earlier
Part 2: During the Meeting
We will complete these steps together during the onboarding meeting. Make sure the people who completed Part 1 (your Epicor administrator and IT team) join the call.
1. Create Your Fluent Account
Navigate to www.fluenterp.com/signup
Complete the registration form:
First Name
Last Name
Company Email Address
Password
Invite Code: This will be provided by someone on the Fluent team
Note: Your email address and password will serve as your personal credentials for accessing Fluent.
2. Create Your Team
Enter a name for your team within Fluent.
You can invite the rest of your team, including your IT team, once onboarding is complete. See How to add a new User in Fluent.
3. Select an Agent
Choose the agent you would like to use for your trial.
4. Select Epicor
Choose Epicor as the ERP system you would like to connect to Fluent.
5. Download and Import the Access Scope
Download the required Access Scope from the connection setup screen. This is the minimal set of services and methods that your Fluent agent requires.
Import it into Epicor via Security Management > Access Scope Maintenance
Assign the access scope to the integration user you created before the meeting
Important: Epicor will surface a warning asking you to confirm that this user will become an integration account whose password does not expire. Click yes.
In API Key Maintenance, associate the access scope with the API key you created before the meeting
6. Connect Fluent to Epicor
Provide the following information:
Epicor Instance URL
Integration User Username
Integration User Password
Company ID
API Key
Once all information has been entered:
Click Connect
Verify connectivity
Review and adjust as needed until the connection is successfully established.
Your Fluent team is now created, with an agent and connection pre-configured and ready for testing.