Introduction to the Spreadsheet Server Epicor User Guide
This article describes how you can install and configure Spreadsheet Server and Cloud Connector, for Epicor Kinetic.
The document is divided into two main sections, with most of the content related to Epicor Kinetic Cloud:
- Epicor Kinetic Cloud : configuring Epicor Kinetic Cloud to replicate data to the Cloud Connector database.
- Spreadsheet Server Suite: configuring the Spreadsheet Server Suite with instructions to replicate data from Kinetic Cloud.
What is Spreadsheet Server?
Spreadsheet Server enables organizations to gain live and dynamic access from their respective ERP or relational database from within Excel to data such as: GL, AP, AR, PO, Inventory, Manufacturing, Rent Roll, Sales, Projects, Time & Attendance information, and more.
The application converts Excel into a tightly-integrated analytical tool for any ERP system. Users can leverage the strength of their spreadsheets with seamless dynamic integration to their information, along with powerful drill down capability to the lowest level of detail. It allows users to build a range of reports from simple ad hoc workbooks to complex dashboard-type views of critical business data. Spreadsheet Server eliminates the rekeying or downloading of data into spreadsheets.
While maintaining the full functionality of their Excel spreadsheet application, Spreadsheet Server allows users to mix GL and non-GL data in a single worksheet containing a combination of powerful spreadsheet functions, such as charting, graphing, text formatting, and sorting. Dynamic information provides the basis for building accurate and elegant income statements, balance sheets, and other critical statements.
What is Cloud Connector?
Cloud-hosted ERP databases often utilize APIs to connect to the business information. APIs generally have slow performance when used to pull data using into applications such as Spreadsheet Server.
Cloud Connector is an additional insightsoftware product that integrates with ERP system APIs to systematically retrieve data from cloud ERP systems. It replicates the data in a hosted replication database that Spreadsheet Server can query. Data replication tasks can be scheduled to run automatically within the Cloud Connector application, so that the database is automatically updated at recurring intervals to ensure access to the most recent data. Using this method to connect Spreadsheet Server can pull data with much faster results than using direct API calls.