Epicor Kinetic

Quote against the customer accounts Epicor Kinetic already holds, rather than a copy somebody retyped.

Pull customers from Epicor Kinetic on a scheduled REST connection, and let Epicor Kinetic post order status back.

Status	Template: A prepared recipe on a generic path, which you finish.
Kind	ERP
For	Sales Engineer, Source and Stock
What moves	In: customers on the schedule you set, and order status when Epicor Kinetic posts it. Out: quote and order events as signed JSON for your own middleware. Kabaido never writes into Epicor Kinetic itself.
What you hand over	An endpoint URL and a credential from your own Epicor Kinetic account: a bearer token, basic auth or a header key. Kabaido holds it encrypted and never shows it again.

What you get

Quote against the customer accounts Epicor Kinetic already holds, rather than a copy somebody retyped.

In Settings then Integrations, open the entry and follow its steps:

Step 1.
Expose the customer list in Epicor Kinetic as one JSON response from its API.
Step 2.
Create a REST connection here with that endpoint and your own credential.
Step 3.
Map the company, email and reference fields, then run the test fetch.
Step 4.
Add an inbound endpoint with the ERP order status action so Epicor Kinetic can post progress back.