Connect Excel to Kinetic/ERP via REST w/Interactive Criteria: Two Minute Tuesday

Поділитися
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

КОМЕНТАРІ • 2

  • @Hannah-r7y
    @Hannah-r7y 21 день тому +1

    Hey! I need to read excel data and import it into Epicor UD or Job related tables. How can we do that?

    • @erp.evolution
      @erp.evolution  20 днів тому +1

      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.