Epicor Python API Docs | dltHub

Epicor REST API is an OData/REST interface for accessing Epicor ERP data. The REST API base URL is https://{servername}/ERP101500/api/v1 and All requests require a Bearer token for authentication..

dlt is an open-source Python library that handles authentication, pagination, and schema evolution automatically. dlthub provides AI context files that enable code assistants to generate production-ready pipelines. Install with uv pip install "dlt[workspace]" and start loading Epicor data in under 10 minutes.

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What data can I load from Epicor?

Here are some of the endpoints you can load from Epicor:

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How do I authenticate with the Epicor API?

Include an HTTP header Authorization: Bearer <access_token> with each request.

1. Get your credentials

1. Log in to the Epicor Cloud portal.
2. Navigate to Administration > API Access.
3. Register a new OAuth client, noting the Client ID and Client Secret.
4. Use the token endpoint (e.g., https://{servername}/oauth/token) with grant_type=client_credentials to obtain an access token.
5. Copy the returned token for use in dlt configuration.

2. Add them to .dlt/secrets.toml

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[sources.epicor_source]
access_token = "your_access_token_here"

dlt reads this automatically at runtime — never hardcode tokens in your pipeline script. For production environments, see setting up credentials with dlt for environment variable and vault-based options.

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How do I set up and run the pipeline?

Set up a virtual environment and install dlt:

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uv venv && source .venv/bin/activate
uv pip install "dlt[workspace]"

1. Install the dlt AI Workbench:

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dlt ai init --agent <your-agent> # <agent>: claude | cursor | codex

This installs project rules, a secrets management skill, appropriate ignore files, and configures the dlt MCP server for your agent. Learn more →

2. Install the rest-api-pipeline toolkit:

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dlt ai toolkit rest-api-pipeline install

This loads the skills and context about dlt the agent uses to build the pipeline iteratively, efficiently, and safely. The agent uses MCP tools to inspect credentials — it never needs to read your secrets.toml directly. Learn more →

3. Start LLM-assisted coding:

Use /find-source to load data from the Epicor API into DuckDB.

The rest-api-pipeline toolkit takes over from here — it reads relevant API documentation, presents you with options for which endpoints to load, and follows a structured workflow to scaffold, debug, and validate the pipeline step by step.

4. Run the pipeline:

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python epicor_pipeline.py

If everything is configured correctly, you'll see output like this:

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Pipeline epicor_pipeline load step completed in 0.26 seconds
1 load package(s) were loaded to destination duckdb and into dataset epicor_data
The duckdb destination used duckdb:/epicor.duckdb location to store data
Load package 1749667187.541553 is LOADED and contains no failed jobs

Inspect your pipeline and data:

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dlt pipeline epicor_pipeline show

This opens the Pipeline Dashboard where you can verify pipeline state, load metrics, schema (tables, columns, types), and query the loaded data directly.

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Python pipeline example

This example loads sales_orders and customers from the Epicor API into DuckDB. It mirrors the endpoint and data selector configuration from the table above:

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import dlt
from dlt.sources.rest_api import RESTAPIConfig, rest_api_resources

@dlt.source
def epicor_source(access_token=dlt.secrets.value):
    config: RESTAPIConfig = {
        "client": {
            "base_url": "https://{servername}/ERP101500/api/v1",
            "auth": {
                "type": "bearer",
                "token": access_token,
            },
        },
        "resources": [
            {"name": "sales_orders", "endpoint": {"path": "api/v1/Erp.Bo.SalesOrderSvc/SalesOrders", "data_selector": "value"}},
            {"name": "customers", "endpoint": {"path": "api/v1/Erp.Bo.CustomerSvc/Customers", "data_selector": "value"}}
        ],
    }
    yield from rest_api_resources(config)


def get_data() -> None:
    pipeline = dlt.pipeline(
        pipeline_name="epicor_pipeline",
        destination="duckdb",
        dataset_name="epicor_data",
    )
    load_info = pipeline.run(epicor_source())
    print(load_info)

To add more endpoints, append entries from the resource table to the "resources" list using the same name, path, and data_selector pattern.

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How do I query the loaded data?

Once the pipeline runs, dlt creates one table per resource. You can query with Python or SQL.

Python (pandas DataFrame):

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import dlt

data = dlt.pipeline("epicor_pipeline").dataset()
sessions_df = data.sales_orders.df()
print(sessions_df.head())

SQL (DuckDB example):

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SELECT * FROM epicor_data.sales_orders LIMIT 10;

In a marimo or Jupyter notebook:

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import dlt

data = dlt.pipeline("epicor_pipeline").dataset()
data.sales_orders.df().head()

See how to explore your data in marimo Notebooks and how to query your data in Python with dataset.

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What destinations can I load Epicor data to?

dlt supports loading into any of these destinations — only the destination parameter changes:

Change the destination in dlt.pipeline(destination="snowflake") and add credentials in .dlt/secrets.toml. See the full destinations list.

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Troubleshooting

Authentication Errors

• 401 Unauthorized – The token is missing, malformed, or expired. Refresh the Bearer token and ensure it is sent in the Authorization header.

Rate Limiting

• 429 Too Many Requests – Epicor applies request throttling. Back‑off for a few seconds and retry, or contact the administrator to increase limits.

Pagination

• Epicor OData endpoints use $skip and $top query parameters. Retrieve the total count from the @odata.count property and iterate using increments of $top until all records are fetched.

Ensure that the API key is valid to avoid 401 Unauthorized errors. Also, verify endpoint paths and parameters to avoid 404 Not Found errors.

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Next steps

Continue your data engineering journey with the other toolkits of the dltHub AI Workbench:

• data-exploration — Build custom notebooks, charts, and dashboards for deeper analysis with marimo notebooks.
• dlthub-runtime — Deploy, schedule, and monitor your pipeline in production.

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dlt ai toolkit data-exploration install
dlt ai toolkit dlthub-runtime install

• How to deploy a pipeline
• How to explore your data in marimo Notebooks
• How to query your data in Python with dataset
• Join the dlt community on Slack