Connect Excel to Kinetic/ERP via REST w/Interactive Criteria: Two Minute Tuesday
Вставка
- Опубліковано 1 сер 2024
- A while back, we made a video on how to establish an OData/REST connection to your Epicor ERP (10.2+) system from Excel. Today, I'll cover a method that's not only easier but also allows you to incorporate selection criteria in the spreadsheet to filter your results.
Link to Modified Version: arrisconsulting.com/rest-odat...
There is also an Acumatica version of this video available here: • Connect Excel to Acuma...
Credit to Original Post on EpiUsers: www.epiusers.help/t/pull-rest...
00:00 Intro
00:15 EpiUsers.help
00:46 Template Explanation
Hey! I need to read excel data and import it into Epicor UD or Job related tables. How can we do that?
Importing from Excel to Epicor is most easily done via the Data Management Tool (DMT). If there is a List mode on the screen you want your data in you could also Paste Insert or Paste Update records directly into the grid.