Epicor + Shopify
Connect Epicor and Shopify to Unify Your ERP and eCommerce Operations
Automate inventory, orders, and customer data sync between Epicor and Shopify — no more manual work, no more second-guessing whether your data is current.
Why integrate Epicor and Shopify?
Epicor and Shopify sit at opposite ends of your business: one runs your back-office operations, financials, and supply chain; the other powers your storefront and online sales. When they don't talk to each other, teams spend hours reconciling orders, correcting inventory counts, and manually pushing product data between platforms. Connecting Epicor to Shopify through tray.ai keeps both systems in sync in real time, so your operations can actually run the way they're supposed to.
Automate & integrate Epicor & Shopify
Use case
Real-Time Inventory Synchronization
When stock levels change in Epicor — warehouse receipts, adjustments, manufacturing completions — those updates are automatically pushed to Shopify so your storefront always shows accurate availability. No more overselling, no more disappointed customers, no more daily manual inventory reconciliation.
Use case
Automated Order Import from Shopify to Epicor
Every order placed on your Shopify storefront is automatically created as a sales order in Epicor, with customer details, line items, pricing, and shipping information all mapped across. Your ERP reflects eCommerce revenue accurately, and your fulfillment, finance, and customer service teams work from the same data.
Use case
Product Catalog and Pricing Management
Manage your product catalog and pricing in Epicor and automatically sync new SKUs, descriptions, pricing tiers, and product updates to Shopify. Your merchandising team publishes accurate product information without maintaining two separate databases.
Use case
Fulfillment and Shipping Status Updates
When orders are fulfilled and shipped in Epicor, tracking numbers and fulfillment statuses are automatically pushed back to Shopify, triggering customer shipping notifications. Your warehouse operations and customer experience stay in sync without anyone updating both systems manually.
Use case
Customer Record Synchronization
New customers who purchase through Shopify are automatically created or matched as accounts in Epicor, keeping your CRM and ERP customer data consistent. Customer history, credit management, and personalized pricing flow between your storefront and back office without falling out of sync.
Use case
Financial and Revenue Reconciliation
Sales, refunds, and payment data from Shopify are automatically reconciled against Epicor's financial records, cutting down the end-of-day or month-end reconciliation burden on your accounting team. Every Shopify transaction is tied to its corresponding Epicor journal entry with a clear audit trail.
Use case
Returns and Refund Processing
When a customer initiates a return through Shopify, the return is automatically logged in Epicor, triggering inventory adjustments, credit memo creation, and restocking workflows. Your back-office processes stay in step with customer-facing return activity without anyone coordinating between teams.
Get started with Epicor & Shopify integration today
Epicor & Shopify Challenges
What challenges are there when working with Epicor & Shopify and how will using Tray.ai help?
Challenge
Matching Products Across Systems Without a Shared Key
Epicor and Shopify often use different internal identifiers for products, which makes reliably matching items between the two systems a real problem when syncing inventory or order data. A mismatch can push stock updates to the wrong product or cause order imports to fail.
How Tray.ai Can Help:
tray.ai lets you define custom field mapping logic that uses your SKU, barcode, or a custom external reference field as a shared matching key between Epicor and Shopify. Built-in data transformation handles formatting differences, and error handling workflows flag unmatched records for review instead of failing silently.
Challenge
Handling High-Volume Order Spikes
During promotional events or holiday seasons, Shopify can generate hundreds or thousands of orders in a short window — more than manual processes or simple point-to-point integrations can handle reliably.
How Tray.ai Can Help:
tray.ai's cloud-native infrastructure scales automatically to handle high-throughput event volumes without throttling or data loss. Queue-based processing ensures every Shopify order reaches Epicor in the correct sequence, even during traffic spikes.
Challenge
Managing Multi-Location Inventory Complexity
If you run multiple warehouses or fulfillment locations in Epicor, mapping stock accurately to Shopify's location-based model gets complicated fast — especially when inventory is split across sites or earmarked for specific sales channels.
How Tray.ai Can Help:
tray.ai lets you build location-aware inventory sync logic that maps each Epicor warehouse or site to the right Shopify inventory location. Conditional branching in your workflows supports different rules for different warehouses, so Shopify always shows the correct available-to-sell quantity per location.
Challenge
Keeping Financial Data Consistent Across Tax Jurisdictions
Shopify calculates and collects sales tax based on customer location and storefront settings, while Epicor manages tax codes and financial postings on its own. When the two don't line up, you get reconciliation headaches and potential compliance problems.
How Tray.ai Can Help:
tray.ai workflows map Shopify tax line items to the corresponding Epicor tax codes during order import, so the tax amounts collected in Shopify are accurately reflected in Epicor's financial records. Custom transformation logic handles edge cases like tax-exempt customers or multi-jurisdiction orders.
Challenge
Avoiding Duplicate Records During Bidirectional Sync
When data flows both ways between Epicor and Shopify, you risk creating duplicate customers, orders, or products if the integration doesn't properly detect records that already exist in the target system.
How Tray.ai Can Help:
tray.ai supports idempotent workflow design with built-in lookup steps that check for existing records before creating new ones. By using unique identifiers as anchor keys and storing cross-system reference IDs, tray.ai ensures each record is created once and updated in place on subsequent sync runs.
Start using our pre-built Epicor & Shopify templates today
Start from scratch or use one of our pre-built Epicor & Shopify templates to quickly solve your most common use cases.
Epicor & Shopify Templates
Find pre-built Epicor & Shopify solutions for common use cases
Template
Shopify Order to Epicor Sales Order
Automatically creates a new sales order in Epicor every time a customer completes a purchase on Shopify, mapping order details — line items, customer information, shipping address, and payment method — to the correct Epicor fields.
Steps:
- Trigger: New order is placed and paid in Shopify
- Lookup or create the customer record in Epicor using email or customer ID
- Create a new sales order in Epicor with all line items, pricing, and shipping details mapped from the Shopify order
Connectors Used: Shopify, Epicor
Template
Epicor Inventory Levels Sync to Shopify
Runs on a schedule or in response to inventory change events in Epicor, pushing updated stock quantities to the corresponding Shopify product variants to keep your storefront inventory accurate.
Steps:
- Trigger: Scheduled job or inventory adjustment event in Epicor
- Retrieve current inventory levels for all active SKUs from Epicor
- Update inventory quantities on matching Shopify product variants using SKU as the matching key
Connectors Used: Epicor, Shopify
Template
Epicor Product Catalog Publish to Shopify
Syncs new and updated products from Epicor's item master to Shopify, creating or updating product listings with titles, descriptions, pricing, and variants so your storefront reflects your latest catalog.
Steps:
- Trigger: New or updated product record detected in Epicor item master
- Map Epicor product fields including SKU, description, price, and attributes to Shopify product schema
- Create or update the product listing in Shopify, including variant and inventory location data
Connectors Used: Epicor, Shopify
Template
Shopify Fulfillment and Tracking Sync Back to Epicor
When an Epicor order is marked as shipped and a tracking number is assigned, this template pushes the fulfillment status and carrier tracking details back to the matching Shopify order and sends a shipping confirmation email to the customer.
Steps:
- Trigger: Order status updated to shipped and tracking number assigned in Epicor
- Locate the matching Shopify order using the Epicor order reference or customer order number
- Update Shopify order fulfillment with tracking number and carrier, triggering the shipping notification to the customer
Connectors Used: Epicor, Shopify
Template
Shopify Refund to Epicor Credit Memo
Automates credit memo creation and inventory adjustments in Epicor whenever a refund is processed in Shopify, keeping financial records and stock levels accurate without manual intervention.
Steps:
- Trigger: Refund event created in Shopify against a fulfilled order
- Look up the original sales order in Epicor using the Shopify order ID
- Create a credit memo in Epicor and adjust inventory levels for any returned line items
Connectors Used: Shopify, Epicor, Epicor
Template
New Shopify Customer Sync to Epicor
Creates or updates customer accounts in Epicor whenever a new customer registers or places their first order in Shopify, keeping your ERP customer master current with your eCommerce data.
Steps:
- Trigger: New customer account created or first order placed in Shopify
- Search Epicor for an existing customer record matching the email address
- Create a new customer record in Epicor or update the existing one with the latest Shopify profile data
Connectors Used: Shopify, Epicor