Epicor connector
Automate Your ERP Workflows by Integrating Epicor with Your Entire Tech Stack
Connect Epicor to CRM, eCommerce, warehousing, and analytics tools to eliminate manual data entry and speed up business processes.
What can you do with the Epicor connector?
Epicor is a capable ERP platform for manufacturing, distribution, retail, and services — but getting full value out of it means data has to move cleanly between Epicor and everything else your business runs on. Teams that rely on manual exports, spreadsheets, or custom point-to-point scripts to sync orders, inventory, financials, and customer data end up chasing errors and falling behind. tray.ai connects Epicor to your CRM, eCommerce platforms, WMS, BI tools, and more, so data flows automatically across every department.
Automate & integrate Epicor
Automating Epicor business process or integrating Epicor data is made easy with tray.ai
Use case
Order-to-Cash Process Automation
Automatically push new sales orders from your eCommerce platform or CRM directly into Epicor, trigger fulfillment workflows, and sync payment and invoice status back to source systems. Eliminate the lag between order capture and ERP entry that causes fulfillment delays and revenue recognition errors.
Use case
Inventory and Stock Level Synchronization
Keep inventory counts consistent across Epicor, your WMS, 3PL partners, and eCommerce storefronts by syncing stock levels whenever transactions are posted in the ERP. Prevent overselling and stockouts by pushing real-time quantity updates to every downstream system automatically.
Use case
Customer Data Sync Between Epicor and CRM
Synchronize customer account records, contact details, credit limits, and purchase history between Epicor and Salesforce, HubSpot, or Microsoft Dynamics CRM. Sales reps get visibility into ERP account standing directly within their CRM, cutting back-and-forth with finance teams.
Use case
Procurement and Purchase Order Automation
Trigger purchase orders in Epicor automatically when inventory falls below reorder thresholds, or when approved requisitions arrive from procurement platforms like Coupa or SAP Ariba. Update supplier portals and notify procurement teams via Slack or email when PO status changes in the ERP.
Use case
Financial Data and GL Sync to Accounting Tools
Push general ledger transactions, accounts payable, and accounts receivable data from Epicor into NetSuite, QuickBooks, or data warehouses for consolidated financial reporting. Automate period-end close by scheduling batch exports of Epicor financial records to your reporting layer.
Use case
Manufacturing Work Order and Production Scheduling
Integrate Epicor's manufacturing module with MES, scheduling tools, and IoT platforms to automate work order creation, production status updates, and material availability checks. Notify production supervisors in real time when Epicor flags capacity constraints or material shortages.
Use case
Shipping and Logistics Coordination
Connect Epicor shipment records with carriers like FedEx, UPS, and 3PL platforms to automate label generation, tracking number writeback, and customer shipping notifications. Cut customer service inquiries by proactively sending shipment status updates triggered by Epicor fulfillment events.
Build Epicor Agents
Give agents secure and governed access to Epicor through Agent Builder and Agent Gateway for MCP.
Data Source
Look Up Customer Records
Retrieve customer information from Epicor, including contact details, account history, and credit status. Agents can use this to personalize responses and make better decisions in downstream workflows.
Data Source
Query Sales Orders
Fetch open, pending, or completed sales orders from Epicor for real-time order status and fulfillment context. Useful for agents answering customer inquiries or watching order pipelines.
Data Source
Retrieve Inventory Levels
Pull current stock quantities, warehouse locations, and availability from Epicor. Agents can check whether a product is actually in stock before confirming an order or kicking off replenishment.
Data Source
Fetch Purchase Orders
Access purchase order details including supplier, quantities, pricing, and delivery status from Epicor. Agents can track procurement progress and flag discrepancies.
Data Source
Pull Financial Data
Retrieve accounts receivable, accounts payable, and general ledger data from Epicor to support financial reporting and alerting. Agents can surface overdue invoices or budget variances for review.
Data Source
Access Job and Production Orders
Query manufacturing job orders, production schedules, and work-in-progress statuses from Epicor. Agents can monitor production timelines and escalate delays.
Agent Tool
Create Sales Orders
Programmatically create new sales orders in Epicor with customer, product, and pricing details. Agents can trigger this automatically when a qualified opportunity is confirmed in a CRM or e-commerce platform.
Agent Tool
Update Customer Records
Modify existing customer account information in Epicor — addresses, contacts, credit limits. Agents can keep records in sync when changes are detected in connected systems.
Agent Tool
Create and Update Purchase Orders
Generate new purchase orders or update existing ones in Epicor based on inventory thresholds or supplier confirmations. Agents can run procurement workflows without anyone touching it manually.
Agent Tool
Post Journal Entries
Create financial journal entries in Epicor to record transactions or adjustments identified through automated processes. Agents can keep the general ledger accurate without manual intervention.
Agent Tool
Manage Inventory Adjustments
Submit inventory adjustments or transfer requests in Epicor when stock discrepancies are detected. Agents can handle cycle count corrections or inter-warehouse transfers automatically based on real-time data.
Agent Tool
Create Supplier Records
Add new vendor or supplier entries into Epicor as part of an onboarding workflow. Agents can do this automatically once a new supplier clears an external procurement or approval process.
Agent Tool
Trigger Shipment Confirmations
Update shipment and delivery records in Epicor when fulfillment events come in from logistics or warehouse systems. This keeps order status current and gives customer-facing teams accurate information to work with.
Get started with our Epicor connector today
If you would like to get started with the tray.ai Epicor connector today then speak to one of our team.
Epicor Challenges
What challenges are there when working with Epicor and how will using Tray.ai help?
Challenge
Epicor's Complex API Surface and Authentication
Epicor's REST and OData APIs require careful handling of authentication tokens, company-specific base URLs, and BAQ (Business Activity Query) endpoints that differ between Epicor versions and deployment types — cloud vs. on-premises. Building and maintaining these connections in-house takes time and requires specialized knowledge most teams don't have on staff.
How Tray.ai Can Help:
tray.ai's Epicor connector handles the authentication complexity and includes pre-built operations for the most common Epicor endpoints — sales orders, customers, inventory, GL, and POs. For custom BAQs or less common operations, tray.ai's HTTP client and connector builder let teams extend coverage without writing full custom integrations.
Challenge
Data Model Mismatches Between Epicor and Connected Systems
Epicor uses manufacturing and distribution-specific data models — part numbers, BOMs, work orders, and company codes — that rarely map directly to fields in CRMs, eCommerce platforms, or finance tools. Manual field mapping is error-prone and breaks whenever either system's schema changes.
How Tray.ai Can Help:
tray.ai's visual data mapper lets non-developers define and maintain field mappings between Epicor and any connected system. Transformation helpers handle data type conversions, conditional logic, and lookup table resolution so Epicor-specific codes are correctly translated before being written to downstream systems.
Challenge
Handling Epicor On-Premises Deployments Securely
Many Epicor customers run the ERP on-premises or in a private cloud, which makes it hard to reach the API from cloud-based integration platforms without opening firewall rules or building custom middleware. That creates real security and compliance headaches for IT teams.
How Tray.ai Can Help:
tray.ai supports secure on-premises connectivity through its agent-based architecture, so workflows can reach internally hosted Epicor instances without exposing endpoints to the public internet. IT teams keep full control over network access while business teams build and run integrations in the cloud.
Challenge
Managing High-Volume Transaction Syncs Without Overloading Epicor
Integrations that sync large volumes of orders, inventory updates, or GL entries can overwhelm Epicor's API with too many concurrent requests, causing throttling errors, failed transactions, or performance degradation in the ERP itself.
How Tray.ai Can Help:
tray.ai has built-in rate limiting, retry logic with exponential backoff, and workflow queuing to keep high-volume integrations within Epicor's API limits. Bulk operations and batching patterns can be configured directly in the workflow builder, preventing ERP performance issues during peak sync windows.
Challenge
Keeping Integrations Current Across Epicor Version Upgrades
Epicor releases regular updates that can change API endpoints, field names, or authentication flows — and existing integrations often break silently as a result. Teams typically don't find out until something business-critical has already gone wrong.
How Tray.ai Can Help:
tray.ai's centralized workflow monitoring surfaces API errors in real time with detailed logs, so teams catch breaking changes immediately rather than days later. Connector versioning and update management also reduce the maintenance burden when Epicor API changes roll out.
Talk to our team to learn how to connect Epicor with your stack
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Integrate Epicor With Your Stack
The Tray.ai connector library can help you integrate Epicor with the rest of your stack. See what Tray.ai can help you integrate Epicor with.
Start using our pre-built Epicor templates today
Start from scratch or use one of our pre-built Epicor templates to quickly solve your most common use cases.
Template
Sync New Shopify Orders to Epicor as Sales Orders
Automatically creates a new sales order in Epicor whenever a paid order is placed in Shopify, mapping customer, line item, pricing, and shipping data to the correct Epicor fields.
Steps:
- Trigger on new paid Shopify order via webhook
- Look up or create customer record in Epicor using Shopify customer email
- Map Shopify line items and shipping details to Epicor sales order fields and submit via Epicor API
Connectors Used: Shopify, Epicor
Template
Sync Epicor Inventory Levels to Shopify and Magento
Polls Epicor for inventory quantity changes on a scheduled interval and updates corresponding product stock levels in Shopify and Magento storefronts to prevent overselling.
Steps:
- Poll Epicor inventory API on a scheduled trigger for updated stock quantities
- Match Epicor part numbers to Shopify and Magento product SKUs
- Push updated inventory quantities to both eCommerce platforms via their respective APIs
Connectors Used: Epicor, Shopify, Magento 1
Template
Create Epicor Customers from Closed-Won Salesforce Opportunities
When an opportunity is marked Closed-Won in Salesforce, automatically creates or updates the corresponding customer account in Epicor with billing, contact, and credit information.
Steps:
- Trigger on Salesforce opportunity stage change to Closed-Won
- Check if a matching customer record already exists in Epicor by account name or tax ID
- Create new or update existing Epicor customer with account details from Salesforce opportunity and account object
Connectors Used: Salesforce, Epicor
Template
Automated Purchase Order Creation from Low Inventory in Epicor
Monitors Epicor inventory levels and automatically generates a purchase order to the preferred supplier when a part falls below its defined reorder point, then notifies the procurement team via Slack.
Steps:
- Schedule a recurring check of Epicor inventory quantities against reorder point thresholds
- For each part below reorder point, create a purchase order in Epicor for the preferred supplier
- Send a Slack notification to the procurement channel with PO number, part details, and order quantity
Connectors Used: Epicor, Slack
Template
Push Epicor GL Transactions to Snowflake for Financial Reporting
Extracts general ledger transactions from Epicor on a nightly schedule and loads them into a Snowflake data warehouse table, enabling consolidated financial reporting and BI dashboards.
Steps:
- Trigger nightly batch job to query Epicor GL transaction API for the prior day's entries
- Transform and map Epicor GL fields to the target Snowflake schema
- Upsert records into Snowflake finance table and log run status to a monitoring table
Connectors Used: Epicor, Snowflake
Template
Write Carrier Tracking Numbers Back to Epicor from ShipStation
When ShipStation marks a shipment as shipped and assigns a tracking number, automatically writes the tracking details back to the corresponding Epicor sales order shipment record and triggers a customer notification email.
Steps:
- Trigger on ShipStation shipment shipped webhook event
- Match ShipStation order reference to the correct Epicor sales order and update shipment record with carrier and tracking number
- Send branded shipping confirmation email to the customer via SendGrid with tracking link
Connectors Used: ShipStation, Epicor, SendGrid