
Connectors / Integration
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.
Epicor + Shopify integration
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.
If you're running Epicor as your ERP alongside Shopify as your storefront, you already know the problem: the moment a sale happens in Shopify, inventory levels, order records, shipping details, and financial data all need to show up in Epicor — and vice versa. Without automation, that means duplicate data entry, delayed fulfillment, overselling on stale inventory counts, and reporting that never quite adds up. Connecting Epicor and Shopify with tray.ai automates the flow of orders, products, inventory, customer records, and fulfillment statuses in real time, so your warehouse, finance, and operations teams always have accurate data without doing it by hand.
Automate & integrate Epicor + Shopify
Automating Epicor and Shopify business processes or integrating data is made easy with Tray.ai.
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.
- Eliminate overselling by keeping Shopify stock counts in sync with Epicor warehouse data
- Automatically mark products as out-of-stock or back-in-stock based on Epicor inventory levels
- Cut the daily manual inventory reconciliation work for operations teams
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.
- Eliminate manual order re-entry from Shopify into Epicor, saving hours of administrative work
- Reduce order processing errors from copy-paste mistakes or missed orders
- Get sales data into Epicor immediately after purchase so fulfillment can start faster
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.
- Publish new products from Epicor to Shopify automatically without manual data entry
- Keep pricing consistent across ERP and storefront to avoid discrepancies
- Ensure product descriptions and attributes stay current on your live Shopify store
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.
- Automatically update Shopify orders with tracking numbers as shipments are processed in Epicor
- Trigger Shopify's native shipping notification emails to customers without manual intervention
- Give customer service teams a real-time view of fulfillment status across all channels
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.
- Prevent duplicate customer records by intelligently matching existing Epicor accounts
- Ensure customer credit limits and pricing agreements in Epicor are respected on Shopify
- Build a complete customer purchase history across ERP and eCommerce
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.
- Automate the posting of Shopify revenue into Epicor's general ledger or accounts receivable
- Sync refund and return data from Shopify back to Epicor for accurate financial reporting
- Reduce month-end close time by cutting manual reconciliation between systems
Challenges Tray.ai solves
Common obstacles when integrating Epicor and Shopify — and how Tray.ai handles them.
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 helps
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 helps
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 helps
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.
Templates
Pre-built workflows for Epicor and Shopify you can deploy in minutes.
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.
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.
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.
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.
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.
How Tray.ai makes this work
Epicor + Shopify runs on the full 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 and Shopify — with guardrails, audit, and human-in-the-loop.
Learn more →Agent Gateway
Expose Epicor + Shopify actions as governed MCP tools — observable, rate-limited, authenticated.
Learn more →Ship your Epicor + Shopify integration.
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