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FastQuery Docs

Epicor Eagle Integration

FastQuery syncs with Epicor Eagle through scheduled Compass reports. You don’t build the reports by hand — download our ready-made Compass query files, import them, and schedule them.

Two reports are required. They power the core experience: live inventory, item lookups, and everything the assistant knows about what’s on your shelves.

Query Query file What it sends File name Schedule
FastQuery Catalog FastQuery-Catalog.xgp The full item catalog for every store — one snapshot, all stores in one file (or one file per store) catalog Once a night
FastQuery Realtime FastQuery-Realtime.xgp Today’s quantity-on-hand changes, so FastQuery reflects movements as they happen realtime Every 5–15 min while open

Eagle can export much more than these two — sales history, receiving, purchase orders, promotions. Those feed the AI assistant’s Advanced Mode and are covered separately in Advanced Data Exports.

Before you start

Section titled “Before you start”
  • Compass Scheduler is running. Scheduled reports won’t run without it — see How to Enable the Compass Scheduler.
  • ITR Journaling is on. The Realtime report reads from it — see Troubleshooting below.
  • Your FastQuery connection details are handy. Open your Integrations → Epicor Eagle page — click Create SFTP credentials there and it shows the SFTP address, username, and password your reports will deliver to.

Everything below happens on the Tools tab of the Compass ribbon. The three buttons you’ll use — Profile Wizard, Schedules, and Scheduled Tasks — are all there:

The Compass Tools ribbon with red arrows pointing to the Profile Wizard button and to the Schedules and Scheduled Tasks buttons in the Tasks and Automation group.

Step 1: Download the query files

Section titled “Step 1: Download the query files”

Download both files to the computer running Compass:

Step 2: Import the queries

Section titled “Step 2: Import the queries”

For each of the two files:

  1. Go to Tools > Profile Wizard > Import Profile.
  2. Select scope: System.
  3. Name it exactly after the file: FastQuery Catalog for the first, FastQuery Realtime for the second.

Editing the queries. You can add columns to an imported query if you need to. Don’t remove or rename the columns already in it — the export will be rejected on arrival. Any added column FastQuery doesn’t recognize is ignored.

Step 3: Create the schedules

Section titled “Step 3: Create the schedules”

Go to Tools > Schedules and create two schedules:

  1. A nightly schedule — runs once a night, 1–2 hours after your last store closes.
  2. A realtime schedule — runs every 5, 10, or 15 minutes (up to you) during business hours.

Step 4: Create a scheduled task for each query

Section titled “Step 4: Create a scheduled task for each query”

This is where the query, the schedule, and the delivery to FastQuery come together. Do this once for FastQuery Catalog, then again for FastQuery Realtime.

  1. Go to Tools > Scheduled Tasks. Right-click anywhere in the task list and choose New.

    The Task Viewer window listing scheduled tasks, with the right-click menu open showing Execute Now, Delete, Edit, and New.

  2. Name the task after the query — FastQuery Catalog. Click Next.

    The Task Wizard asking for a name and description, both filled in as FastQuery Catalog.

  3. Choose Export Data. Click Next.

    The Task Wizard asking what the task should do, with Export Data selected.

  4. Choose Query, then select FastQuery Catalog in the list. Click Next.

    The Task Wizard asking what the task operates on, with the Query option selected and FastQuery Catalog highlighted in the query list.

  5. Change nothing on the “How should the results be modified?” screen — leave the checkbox unchecked and click Next.

    The Task Wizard asking how the results should be modified, with the ignore-rows checkbox left unchecked.

  6. Choose CSV File. Under File Name Option, choose User-supplied and type the file name from the table above — catalog for this task, realtime for the other. Leave Append Date to File Name selected. Click Next.

    The Task Wizard export format screen with CSV File selected, the File Name Option set to User-supplied with “catalog” typed in, and Append Date to File Name selected.

    The file name is how FastQuery recognizes each report. A file starting with catalog loads as your catalog; one starting with realtime loads as a live inventory update. Type it exactly as shown in the table — a different name won’t load into the right place.

  7. Open the FTP tab. Enter the FTP Path, User, and Password from your Integrations → Epicor Eagle page. Check Use SFTP, click Add, then Next.

    The Task Wizard delivery screen on the FTP tab, with the FTP path, user, and password fields filled in, the Use SFTP box checked, and an arrow pointing to the Add button.

  8. Select the schedule for this task — the nightly schedule for FastQuery Catalog, the realtime schedule for FastQuery Realtime. Click Next.

    The Task Wizard schedule picker with a daily schedule highlighted in the list.

  9. Check the summary and click Finish.

    The Task Wizard summary screen showing the task name, schedule, SFTP address, query, and CSV format, with Finish and Execute Now buttons.

Now repeat these nine steps for FastQuery Realtime.

Optional: one catalog file per store

Section titled “Optional: one catalog file per store”

By default the catalog task sends all stores in one file, and that works fine. If you’d rather send a separate catalog file per store, use Compass’s Dimension Delivery — it runs the task once per store and delivers each store’s file on its own. FastQuery accepts either shape.

  1. Create a Dimension Delivery item that points at the same FastQuery SFTP details — watch the Dimension Delivery setup video.

  2. Open the FastQuery Catalog task for editing. Set Run task for each value in this dimension to Store, and pick your delivery item under Dimension delivery item.

    The Compass Task Wizard editing a scheduled export task, over the Task Viewer’s Scheduled Tasks list. Red arrows point to the “Run task for each value in this dimension” dropdown set to Store and to the “Dimension delivery item” dropdown set to the Fast Query delivery item.

Catalog and history exports only. Dimension Delivery works for the catalog export and for the POS, ITR, and PO History exports among the Advanced Data Exports. Leave FastQuery Realtime and the other advanced exports (vendor, promos, open POs) delivering as a single task without it.

Step 5: Verify it’s working

Section titled “Step 5: Verify it’s working”

Back in FastQuery, open Integrations → Epicor Eagle. Within a few minutes of the first delivery you’ll see the files arrive in the activity feed, and inventory counts start filling in. Tip: Execute Now on the summary screen (or right-click a task > Execute Now) sends a file immediately, so you don’t have to wait for the schedule.

The FastQuery Epicor Eagle integration page. The left card shows the SFTP connection details — FTP path and username (blurred in this screenshot) and the password, hidden behind Reveal Password and Create New Password buttons — above collapsed sections for Update alerts, Locations, Data coverage, and Advanced Data Exports. The right panel is the Activity feed, a list of green check-marked events like “Received po data file”, “Loaded po data (4,183 rows)”, and per-store “Inventory updated” entries with timestamps.

Duplicates are handled for you. If your catalog export produces more than one row for the same item at a store (for example, one row per UPC), FastQuery keeps a single row per store and item automatically — no need to tune the export.

Inventory-update alerts (store hours)

Section titled “Inventory-update alerts (store hours)”

FastQuery can alert you when the inventory feed goes quiet — no updates for longer than you’d expect. To keep those alerts honest, set them to your store’s real hours so you’re not pinged when the store is simply closed.

On the Epicor Eagle integration page, set:

  • Open and close times — the hours your store is actually trading.
  • Time zone — the store’s local time zone, so open and close are read correctly.
  • Alert me if there are no updates for N minutes — how long the feed can stay quiet during open hours before FastQuery flags it.

Leave the “no updates for N minutes” field blank to turn these quiet-period alerts off entirely.

With this set, a closed or naturally quiet store won’t trigger a false “feed down” alert — you only hear about it when an update gap happens during the hours you’d expect data to be flowing.

The Epicor Eagle integration page with a red arrow pointing to the expanded “Update alerts” section: “Store opens” and “Store closes” time selectors, a time-zone selector set to America/Los Angeles, an “alert me if quiet for” minutes field, and a “Save Schedule” button. A live activity feed of recent inventory updates runs down the right side.

Troubleshooting

Section titled “Troubleshooting”

How to enable ITR Journaling

Section titled “How to enable ITR Journaling”

ITR Journaling must be turned on for the Realtime report to work.

How to enable the Compass Scheduler

Section titled “How to enable the Compass Scheduler”

Your reports won’t run until the Compass Scheduler is started. See How to Enable the Compass Scheduler for a step-by-step walkthrough.