Getting Ready for your Epicor Financial Planner Cloud

We are happy that you've decided to purchase Epicor EFP Cloud. Depending on your ERP system the preparations for the setup are slightly different.

EFP will connect to your ERP system using the built-in REST API. To get this started - please send the following information

Company & Contact
REST Connection Data

URL to REST connection endpoint, example: https://<server>.epicorsaas.com/<service>/api/v1. If you don't know this - please raise a Support ticket with Epicor Support and ask.

Epicor User ID & Password to be used for connection

If you can't read the letters on the image, download this .wav file to get them read to you.

You will use EFP OnPrem connector or REST service depending on Epicor Version.

Fill in the information below and we will send you further instructions:

Company & Contact
If you can't read the letters on the image, download this .wav file to get them read to you.
  • efp/start.txt
  • Last modified: 2019/11/08 14:31
  • by pcjamo