We are on 22.1.81 and I am looking to create a connection to our Epicor through the API. I’ve seen some posts that say it is possible, but have not found one that details how to do it. Any help is appreciated.

John, I don’t really know where this person left off ECM AP Automation Workflow question - #31 by elfrykman

@elfrykman did you ever get that .dll?

John, nobody explained how to get that .dll or set it up, it was just there after the consultant had already set it up… She explained how to use it, but not where I put that .dll in the link I put up above. If you’re SaaS, maybe it already is present and you just need to set up the connection in EC…

I communicated with him back then and it’s a Professional Services install. There is a DLL and some change to be made to the ECM server config file.

[image] utaylor: @elfrykman did you ever get that .dll? No, when I asked for it that specific one I was informed by support that is was for cloud deployments. I’m currently working with PS to get some help in setting this up, but my schedule has been a little nuts recently. I’m hoping to get …

I have a ticket open with ECM and will see where that goes. We are Gov SaaS for Kinetic and on-prem for ECM. I’ll report back when done.

Ok @utaylor & @MikeGross , I downloaded the latest ECM and installed it. It is a version that has the DataLink JSON Web Service option. How do I build the link to Epicor from ECM? Is it just adding a record to a certain table and selecting the doc type and table that it is attached to?

So, we have mountains of paper that we want to scan into ECM and then “attach” it to Kinetic. I know I don’t have to trace the transaction in Kinetic and mirror that as the document will already be in ECM. I just need to build the reference so when a user is in Kinetic, they will see it as an attach…

I would have to review the documentation on setting up a document type in Epicor :sweat_smile:. I know that would be your first step. And then making sure the content type is set up as well on the ECM side. Making sure your security classes in ECM are appropriate given the document and who needs…

ECM Integration with Epicor API

ECM

utaylor (Utah Taylor) February 20, 2023, 7:24pm 9

John, what exactly are you trying to do?

I wasn’t sure if you were trying to create a datalink to read data from Epicor or what.

But it sounds like you want to attach something?

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ECM Integration with Epicor API

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