How to get started creating a customization that makes api calls to a cloud service

Hello all,

We are in the transition stage from our old ERP to Epicor. I am learning about customizations but I don’t see where I could write code that could make api calls out to a cloud service. I’ve gone through the embedded education for customizations and I can see where to write code but this seems to be mostly for forms. Could I setup a background service in Epicor to write what I need? Or do I just have to make a separate piece of software?

Well, it’s not easy but I’ve just recently made a start.

Hope you can add to this!

So essentially you made a BAQ to run this code periodically for you? We just had the software installed about 3 weeks ago so I haven’t touched BAQ’s yet but I will check it out.

Have you used Jitterbit at all? When we had our IT demo that is the software they were pushing for API related needs.

Also, never post your client id and client secret. I see this api also require username and password but better to be safe than sorry.

No, that’s just how I test code, although I do have some things that are based on that.

I’m building data directive based updaters, so when (for example) a new part is added or changed I will log in to Salesforce, check if the salesforce product exists or is more recent, create it, update it, or email engineering an exception.

I researched JitterBit and couldn’t find any traceable human who liked it.

If you look closely you’ll see I didn’t post my secrets, they’re fictitious and have words in them!

I’m building data directive based updaters

Is there a tutorial or anything to get started on this?

You can do this a couple of ways, if you can write the whole API call in C#. It could be behind a button in a UI customization, it could be a proper Function (which can be scheduled) or it could be in a custom code widget in a BPM that can be3 attached to any number of ‘transactions’. We built a BPM that fires on an Agent Schedule (built before Epicor Functions) that goes out and collects Exchange Rates and builds our daily exchange rate entries for the Multi-Currency tables.

I understand the Jitterbit is great and works well, but can be expensive…

There are two guides on EpicWeb that I’ve found very helpful, one is actually made for changing from another language (ABL?) to C# and the other is called BPM Cookbook.

Mostly though, this forum is the most useful resource and seems to support many searches concurrently.

it could be a proper Function (which can be scheduled)

This sounds like what I’m looking for. How could I get started with doing this?

Shy of hiring someone :-), your best bet IMO is to find the Documentation on EpicWeb. Specifically the Technical References and Customization stuff regarding Functions, BPMs, ICE tools, etc… Get familiar, then search on here for examples and stuff.

I’m actually a developer myself and I wrote a background service that does this in our old system, but we’re trying to keep everything inside the system this time around. I’m just a little bit overwhelmed because this system is much more robust.

But thank you I will look into all of that.

I have to say the application help for the new Function function seems very good.