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

Company Name in Full Epicor Site ID Starting Month of Financial Year Start Year for Historical Data Entities and books to be loaded Priority Order for Entities to Load Master Data Entity that holds Currency Rates Existing ERP Budget Scenarios Your E-Mail Address ^* Business Contact E-Mail Technical Contact E-Mail

REST Connection Data

URL (REST Connection)

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

Epicor User ID & Password to be used for connection

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Submit Query

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

Epicor Version and Build number ^* Epicor Site ID Your E-Mail Address ^* Business Contact E-Mail Technical Contact E-Mail ERP System ^* Epicor ERP - E10Enterprise - E7iScala

Please fill all the letters into the box to prove you're human. Please keep this field empty:

Submit Query