# Epicor + Shopify integration > Automate inventory, orders, and customer data sync between Epicor and Shopify — no more manual work, no more second-guessing whether your data is current. **Canonical page:** https://tray.ai/connectors/epicor-shopify-integrations/ **Epicor connector:** https://tray.ai/connectors/epicor-integrations/ **Epicor documentation:** https://tray.ai/documentation/connectors/service/epicor **Shopify connector:** https://tray.ai/connectors/shopify-integrations/ **Shopify documentation:** https://tray.ai/documentation/connectors/service/shopify ## Overview 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. ## Use cases ### 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 ### 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 ### 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 ### 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 ### 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 ### 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 ### 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. - Automatically create return merchandise authorizations in Epicor from Shopify return requests - Update inventory levels in Epicor when returned goods are received and restocked - Issue credit memos or refunds in Epicor aligned with Shopify refund events ## Templates ### 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. Connectors used: Shopify, Epicor ### 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. Connectors used: Epicor, Shopify ### 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. Connectors used: Epicor, Shopify ### 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. Connectors used: Epicor, Shopify ### 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. Connectors used: Shopify, Epicor, Epicor ### 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. Connectors used: Shopify, Epicor ## Challenges Tray.ai solves ### 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. ### 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. ### 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. ### 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 helps:** 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. ### 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 helps:** 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. ## Learn more - Intelligent Integration: https://tray.ai/platform/intelligent-ipaas/ - Merlin Agent Builder: https://tray.ai/platform/merlin-agent-builder/ - Agent Gateway for MCP: https://tray.ai/platform/agent-gateway/ - Book a demo: https://tray.ai/contact/