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Connect Epicor and Microsoft Power BI

Connecting Epicor and Microsoft Power BI for a company could enable the transfer of business data from Epicor into Power BI for reporting and analysis. This could support the creation of custom dashboards and visualizations, helping decision makers monitor performance and identify trends using data originally managed in Epicor.

You can build this integration on the System2System platform. We design the connection between Epicor and Microsoft Power BI around the way you work — not as an off-the-shelf connector, but to fit your systems.

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Why connect Epicor and Microsoft Power BI?

A company that runs both Epicor and Microsoft Power BI could benefit from connecting these systems to enable more efficient and accurate data exchange. Without direct data flow between Epicor, which is widely known as an ERP platform, and Power BI, a business intelligence and analytics tool, staff may need to manually export and import data, increasing the risk of errors and inconsistencies. This manual process can result in duplicate data entry, records that diverge between systems, and business decisions being made based on outdated or incomplete information. If a connection were established, it could allow for the transfer of data such as financial figures, inventory levels, sales transactions, and operational metrics from Epicor to Power BI for analysis and reporting. The specific data that can be exchanged depends on what each system makes available through its API and must be determined on a case-by-case basis.

How System2System builds an integration

Connectors

We connect to each system through the interface it offers — an API, a database, a file exchange or a webhook — and handle authentication, rate limits and retries.

Mapping

Fields rarely line up one to one. We map and transform the data so both systems receive it in the shape they expect.

Workflow

We define what triggers an exchange, in which direction data flows and which system takes precedence when the two disagree.

Monitoring

Every exchange is logged. Failures are flagged and can be replayed, so nothing disappears without anyone noticing.

What can actually be exchanged?

That depends on what Epicor and Microsoft Power BI make available through their APIs, on the licences and modules in use, and on the version each system runs. Which records are synchronised, in which direction and how often, is something we determine together before any work starts.

We are happy to look at your specific situation and tell you what is feasible — including when the answer is that it is not.

About these systems

Read more about each system and what it can be connected to

Looking to connect these systems?

Talk to us about what your setup needs. No obligation.

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