Connectors / General automation services · 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 processes 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.
- Reduce order processing time from hours to minutes by eliminating manual ERP entry
- Keep revenue recognition accurate by syncing invoice and payment status in real time
- Cut down on order errors caused by rekeying data across Shopify, Salesforce, and Epicor
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.
- Eliminate overselling by pushing Epicor inventory updates to Shopify or Magento in real time
- Reduce warehouse discrepancies by syncing Epicor BOM and stock adjustments to WMS platforms
- Give operations teams a single source of truth for stock levels across all locations
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.
- Arm sales reps with real-time Epicor account status and credit limits inside their CRM
- Prevent duplicate customer records by enforcing a master data management sync between systems
- Automatically create or update Epicor customers when new accounts are closed in Salesforce
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.
- Prevent stockouts by automating PO creation in Epicor based on reorder point triggers
- Reduce procurement cycle times by eliminating manual PO entry and approval routing
- Keep suppliers informed with automated status notifications pulled directly from Epicor
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.
- Speed up period-end close by automating Epicor GL exports to your finance reporting stack
- Eliminate manual journal entry by syncing AP and AR data between Epicor and NetSuite
- Give finance leadership current dashboards by streaming Epicor data to Snowflake or BigQuery
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.
- Reduce production delays by automatically creating Epicor work orders from confirmed sales orders
- Improve floor visibility by syncing work order status from Epicor to MES and Slack channels
- Minimize material shortage disruptions with automated alerts when Epicor BOM requirements are unmet
Build Epicor Agents
Give agents secure and governed access to Epicor through Agent Builder and Agent Gateway for MCP.
Look Up Customer Records
Data SourceRetrieve 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.
Query Sales Orders
Data SourceFetch 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.
Retrieve Inventory Levels
Data SourcePull 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.
Fetch Purchase Orders
Data SourceAccess purchase order details including supplier, quantities, pricing, and delivery status from Epicor. Agents can track procurement progress and flag discrepancies.
Pull Financial Data
Data SourceRetrieve 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.
Access Job and Production Orders
Data SourceQuery manufacturing job orders, production schedules, and work-in-progress statuses from Epicor. Agents can monitor production timelines and escalate delays.
Create Sales Orders
Agent ToolProgrammatically 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.
Update Customer Records
Agent ToolModify existing customer account information in Epicor — addresses, contacts, credit limits. Agents can keep records in sync when changes are detected in connected systems.
Create and Update Purchase Orders
Agent ToolGenerate 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.
Post Journal Entries
Agent ToolCreate financial journal entries in Epicor to record transactions or adjustments identified through automated processes. Agents can keep the general ledger accurate without manual intervention.
Manage Inventory Adjustments
Agent ToolSubmit 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.
Create Supplier Records
Agent ToolAdd 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.
Trigger Shipment Confirmations
Agent ToolUpdate 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.
Ready to solve your Epicor integration challenges?
See how Tray.ai makes it easy to connect, automate, and scale your workflows.
Challenges Tray.ai solves
Common obstacles when integrating Epicor — and how Tray.ai handles them.
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 helps
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 helps
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 helps
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.
Sync New Shopify Orders to Epicor as Sales Orders
Shopify 
Epicor 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.
Sync Epicor Inventory Levels to Shopify and Magento
Epicor Shopify 
Magento 1 Polls Epicor for inventory quantity changes on a scheduled interval and updates corresponding product stock levels in Shopify and Magento storefronts to prevent overselling.
Create Epicor Customers from Closed-Won Salesforce Opportunities
Salesforce Epicor 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.
Automated Purchase Order Creation from Low Inventory in Epicor
Epicor 
Slack 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.
Push Epicor GL Transactions to Snowflake for Financial Reporting
Epicor 
Snowflake 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.
Write Carrier Tracking Numbers Back to Epicor from ShipStation
ShipStation Epicor 
SendGrid 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.
How Tray.ai makes this work
Epicor plugs into the whole Tray.ai platform
Intelligent iPaaS
Integrate and automate across 700+ connectors with visual workflows, error handling, and observability.
Learn more →Agent Builder
Build AI agents that read, write, and take action in Epicor — with guardrails, audit, and human-in-the-loop.
Learn more →Agent Gateway
Expose Epicor actions as governed MCP tools — observable, rate-limited, authenticated.
Learn more →Related integrations
Hundreds of pre-built Epicor integrations ready to deploy.
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