> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cloud.cdata.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Epicor Kinetic

export const title_0 = "Epicor Kinetic";

## Setup Guide

Follow these steps to connect Epicor Kinetic to your Connect AI account:

<Steps>
  <Step>
    Open the **Sources** page of the Connect AI navigation menu.
  </Step>

  <Step>
    Click **+ Add Connection** in the upper-right corner.
  </Step>

  <Step>
    Type *Epicor Kinetic* into the search field, then click the data source name.
  </Step>

  <Step>
    On the **Basic Settings** tab of the new connection, enter a connection name or keep the default name.
  </Step>

  <Step>
    Enter the following information:

    * **URL**—the base URL of the server hosting your Epicor Kinetic instance, without a trailing path (for example, *[https://example123.developer.epicor.com](https://example123.developer.epicor.com)*). Contact your Epicor administrator if you do not know this value.
    * **ERP Instance**—the name of your ERP company instance. This value appears as the first path segment in your Epicor Kinetic URL. For example, in [https://example123.developer.epicor.com/EPIC06/](https://example123.developer.epicor.com/EPIC06/), the ERP instance is *EPIC06*. Contact your Epicor administrator if you are unsure.
    * **Service**—the fully qualified name of the service you want to retrieve data from. For example, *erp.bo.CustomerSvc*, *erp.bo.GLAccountSvc*, *erp.bo.SalesOrderSvc*, *erp.bo.JournalEntrySvc*, or *BAQsvc*.

    <Tip>
      To discover the services available on your instance, append `/api/help` to your instance URL. For example, `https://{instance_id}.developer.epicor.com/{instance}/api/help`. For a complete reference, see the [Epicor REST Services Guide](https://epicweb.epicor.com/doc/Docs/Kinetic_RESTServicesGuideV2_2023.1.pdf).
    </Tip>
  </Step>

  <Step>
    Choose an **Auth Scheme** from the list.
  </Step>

  <Step>
    If you choose **Basic**, enter the following information:

    * **User**—the Epicor Kinetic username for authentication
    * **Password**—the user password
  </Step>

  <Step>
    If you choose **AzureADOpenID**, enter the **Azure Tenant**.
  </Step>

  <Step>
    At the top of the Connect AI **Add {title_0} Connection** page, click **Save & Test**.

    * If the connection test succeeds, a **Connection successfully saved** message appears, indicating that your connection has been created. The **Status** on the **Edit Connection** page also changes to **Authenticated**. View the data model of your successful connection in the right pane of the **Edit Connection** page, in the **Data Model** tab.
    * If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. Connect AI displays error messages under the required fields with missing data. Some data sources require that you sign in directly to the source website. If you did not, an error message appears under the **Sign in** button. Correct the errors and try again.
    * Unsuccessful connections are saved as drafts and have a **Status** of **Not Authenticated**. You can return to the connection and authenticate it later.
  </Step>
</Steps>

## More Information

For more information about interactions between Connect AI and Epicor Kinetic, see [this information page](https://cdn.cdata.com/help/UEM/cloud/default.htm#default).