Epicor overview

Summary view of the Epicor connection flow and available support

You can share your financial data from this integration using the Intelligent upload method. To do so, click the data sharing link you received via email to open the connection flow.

Next, select your accounting software from the list. Then, follow the on-screen instructions to run, download, and share reports. We summarized these steps below.

Upload your bills

Supported file formats: XLS, XLSX, XLSM, CSV

1. Navigate to Financial Management → Accounts Payable → General Operations → Invoice Tracker.
2. Click Search to load your invoices (add a date filter if needed).
3. From the results grid, select Actions → Copy All To Excel (or right-click and choose Copy To Excel).
4. Save the Excel/CSV file locally.
5. Upload the file using the link provided to you.

Upload your suppliers

Supported file formats: XLS, XLSX, XLSM, CSV

1. Navigate to Material Management → Purchase Management → General Operations → Supplier Tracker.
2. Click Search to list all suppliers.
3. From the results grid, choose Actions → Copy All To Excel (or right-click grid and select Copy To Excel).
4. Save the Excel/CSV file locally.
5. Upload the file using the link provided to you.

Upload your payments

Supported file formats: XLS, XLSX, XLSM, CSV

1. Navigate to one of the following:
   • Financial Management → Accounts Payable → General Operations → Payment Tracker.
   • Supplier Tracker → Links → Payments → List.
2. Use the filters (e.g. date range) to refine the list if required.
3. From the results grid, click Actions → Copy All To Excel (or right-click grid and select Copy To Excel).
4. Save the Excel/CSV file locally.
5. Upload the file using the link provided to you.