What happens to your data if you cancel your cloud subscription?

Epicor ERP 10
1

We recently acquired a company that is using Epicor’s cloud solution. We’re looking to cancel the service as it is an additional expense that is not needed. I am wondering what happens to the cloud data upon cancellation. Does Epicor delete it? Do they give it back to us? Something else?
Does anyone have experience with this? We’d like to have the legacy data but don’t need the service anymore.

2

Pretty sure legally speaking you own your data, but I don’t know what they do to help you export it. You might have to do that on your own. If nobody here knows, you should ask your Epicor account manager.

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3

They have procedures and expertise in place to help you migrate your data.
You may have to pay for it.

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4

Have you thought about going the other direction and moving from Vantage to Kinetic ?

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5

As a cloud customer, I can request for a fee a download of our database.

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7

Assuming you don’t want to wait for Epicor support, and you can’t afford to pay them to pull the data for you, you can always do it yourself!

You can export your own data using BAQs. This has the added benefit of forcing you to choose which data (fields) you want to export. You might not need all the columns of data, so this method allows you to choose what you want to keep and dump it all out into Excel.

I would do this in a few steps.

  1. Identify the tables that you need data from. I would think at least the part table, but also the jobs, orders, GL, and resources.
  2. Create a BAQ that shows the table data you want to export. Save the BAQ.
  3. Run the BAQ without row limits.
  4. Right click the data and Copy to Excel. Save it any way you like.
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8

This is the way to go for migrations from SaaS Epicor, by far the most accessible way to get up to the minute data. To SaaS Epicor as well - I built a whole fleet of BAQ and REST based automated validation back when we migrated.

I’d still want a full post-migration database backup though. The database is the absolute final word on the state of the business at that point in time in the context of ERP. A database backup can be recovered and SQL referenced to support reporting and analytics which will surely be dreamed up after BAQ and REST services go away.

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