Start with one meaningful update
Identify the record that changes in 6sense or Epicor ERP, where it needs to appear, and which team depends on it.
CRM / ERP
6sense and Epicor ERP integration
Plan how 6sense and Epicor ERP should share data across your business. Work with Stacksync engineers on record mapping, system access, and the requirements for running the integration.
- Scope your workflow with an integration engineer
- Review the systems, records, and updates you need
Teams building with Stacksync
Plan the connection your business needs
Explore a 6sense and Epicor ERP integration with a Stacksync engineer. Stacksync support for 6sense and Epicor ERP is not established by the connector documentation reviewed for this page. Start with one record and the update your business needs to identify an implementation path.
Establish the available connection
Bring the objects, account editions, and required directions. An engineer can review the connector path, permissions, and field access.
Define a result you can verify
Agree on record matching, acceptable delay, expected volume, and how your team will resolve failed updates.
Technical referenceAvailable documentation, candidate record relationships, and questions for your technical review.
What records can you sync?
Explore the record types and read/write requirements for each system.
6senseConnection and object support require review
Record types to review with Stacksync
| Record type | Coverage and requirements |
|---|---|
| Accounts | Confirm support for this record type and the direction you need. |
| Segments | Confirm support for this record type and the direction you need. |
| Buying Stage Scores | Confirm support for this record type and the direction you need. |
| Intent Signals | Confirm support for this record type and the direction you need. |
| People / Contacts | Confirm support for this record type and the direction you need. |
| Reach Scores | Confirm support for this record type and the direction you need. |
Epicor ERPConnection and object support require review
Record types to review with Stacksync
| Record type | Coverage and requirements |
|---|---|
| Customers | Confirm support for this record type and the direction you need. |
| Suppliers | Confirm support for this record type and the direction you need. |
| Parts | Confirm support for this record type and the direction you need. |
| Sales orders | Confirm support for this record type and the direction you need. |
| Purchase orders | Confirm support for this record type and the direction you need. |
| Jobs | Confirm support for this record type and the direction you need. |
Connection requirements and limits
6sense
- Integration interface
- REST API
- Authentication
- Confirm the credentials, API plan, and permissions required for 6sense.
- Change detection
- Confirm how Stacksync detects changes for this connector and the objects you need.
- Read access
- Confirm with Stacksync
- Write access
- Confirm with Stacksync
Limitations to check
- Confirm Stacksync support for 6sense and the record types your workflow needs.
- Review write-back, deletion handling, update timing, and account limits with the integration team.
Epicor ERP
- Integration interface
- REST API (OData) over Epicor business objects, plus BAQ (Business Activity Query) endpoints
- Authentication
- Confirm the credentials, API plan, and permissions required for Epicor ERP.
- Change detection
- Confirm how Stacksync detects changes for this connector and the objects you need.
- Read access
- Confirm with Stacksync
- Write access
- Confirm with Stacksync
Limitations to check
- Confirm Stacksync support for Epicor ERP and the record types your workflow needs.
- Review write-back, deletion handling, update timing, and account limits with the integration team.
Prepare your technical review
Use the worksheets and reference checks to capture record identity, ownership, and the result your business expects.
Implementation reference
Record identity and field ownership
Use these data-model references to describe the records your connection needs. They are planning examples; connector availability and supported operations must be established before implementation.
Download the mapping worksheetCSV · No email required · Record matching, ownership, and test cases
Customer identityAccounts Customers
Before linking 6sense Accounts to Epicor ERP Customers, check whether the customer is an individual or a company. Match the correct record type in each system.
- 6sense
- Object support to establish
- Epicor ERP
- Object support to establish
Record identity
Determine whether each customer represents an individual, a company, or a business-unit relationship before matching it to a contact or organization. Retain the source customer ID and destination ID; names and email alone are insufficient.
Field ownership
Separate the customer relationship from contact details, billing authority, and consent. Choose an owner for each field after identifying whether the customer is a person or company.
Fields to include
- Source customer ID
- Person/company classification
- Legal entity or business unit
- Destination identity reference
Customer identityPeople / Contacts Customers
Before linking 6sense People / Contacts to Epicor ERP Customers, check whether the customer is an individual or a company. Match the correct record type in each system.
- 6sense
- Object support to establish
- Epicor ERP
- Object support to establish
Record identity
Determine whether each customer represents an individual, a company, or a business-unit relationship before matching it to a contact or organization. Retain the source customer ID and destination ID; names and email alone are insufficient.
Field ownership
Separate the customer relationship from contact details, billing authority, and consent. Choose an owner for each field after identifying whether the customer is a person or company.
Fields to include
- Source customer ID
- Person/company classification
- Legal entity or business unit
- Destination identity reference
Architecture decision
Choose how to connect your systems
Choose a method around one example record and the update your business needs. Use Accounts / Customers to review record matching and confirm Stacksync support for the required operations. Compare ongoing sync, a custom workflow, and a scheduled export against that requirement.
Stacksync managed sync
- Best fit
- Review compatibility with a Stacksync engineer using an example of the records and updates you need.
- Operating responsibility
- Fits ongoing record synchronization when the required operations are supported. Add workflow steps for approvals or business actions that go beyond copying fields.
- Before you choose
- Check record matching: Determine whether each customer represents an individual, a company, or a business-unit relationship before matching it to a contact or organization. Retain the source customer ID and destination ID; names and email alone are insufficient. Verify field coverage, deletion handling, and how changes are detected.
Native vendor integration
- Best fit
- A vendor-built integration may fit if it supports your 6sense and Epicor ERP record types.
- Operating responsibility
- Can reduce setup for a supported workflow. You may need another method for records or business steps it does not cover.
- Before you choose
- First check whether either vendor offers this integration. If available, verify Accounts / Customers, update direction, account tier, and related-record handling.
Custom API or workflow
- Best fit
- Consider when 6sense and Epicor ERP need a transformation, approval, or action outside a direct record sync.
- Operating responsibility
- Provides control over business steps; the team owns credentials, version changes, error queues, and reconciliation.
- Before you choose
- Verify endpoint permissions, pagination, quotas, duplicate detection, and failure recovery. Separate reading history from actions that send messages, grant access, or post transactions.
File or scheduled snapshot
- Best fit
- Consider for a one-time 6sense / Epicor ERP migration or a reporting need with an explicit freshness window.
- Operating responsibility
- Can simplify a bounded transfer; later changes and deletion history require another extraction or a separately designed incremental process.
- Before you choose
- Record the extraction cutoff, source IDs, encoding, date/number formats, and reconciliation totals.
Workflow reference
From a business event to the right update
Open a workflow to see its trigger, record relationships, and expected result.
Customer sync test
Starting event: A change to the selected Accounts or Customers record needs a defined result in the other system.
- Start with 6sense Accounts and Epicor ERP Customers. Use the record-matching and field-ownership rules from your mapping worksheet.
- Resolve person or company type, legal entity, business role, and any billing account before transactions.
- Test a normal update and one failed or repeated update in the supported direction. Keep both record IDs with the test results.
Expected result: Test an individual buyer, a company buyer, and one company with multiple billing relationships. Do not merge these into a single generic contact.
If it fails: Hold ambiguous customer matches for review and resolve customer type before retrying dependent records.
Customer sync test
Starting event: A change to the selected People / Contacts or Customers record needs a defined result in the other system.
- Start with 6sense People / Contacts and Epicor ERP Customers. Use the record-matching and field-ownership rules from your mapping worksheet.
- Resolve person or company type, legal entity, business role, and any billing account before transactions.
- Test a normal update and one failed or repeated update in the supported direction. Keep both record IDs with the test results.
Expected result: Test an individual buyer, a company buyer, and one company with multiple billing relationships. Do not merge these into a single generic contact.
If it fails: Hold ambiguous customer matches for review and resolve customer type before retrying dependent records.
Reconcile Epicor ERP business records with 6sense
Starting event: A finance-owned record in Epicor ERP needs operational visibility through Accounts or People / Contacts.
- Select Customers or Suppliers with the correct legal entity, period, and currency.
- Define a reporting relationship in 6sense; do not equate customer records, ledger accounts, and posted transactions.
- Decide whether the process only reports a financial state or requests an approved accounting action, and maintain a separate transaction ID for each action.
Expected result: Totals reconcile within the same entity/currency/window; a repeated handoff creates no duplicate financial transaction.
If it fails: Verify posting and settlement state before retrying. Use the approved adjustment path for already-posted transactions.
Production readiness
Test the behavior your business depends on
Keep both record IDs with the expected and actual result. Reconcile the same filters and time window in each system.
Accounts / Customers
Test case
Test an individual buyer, a company buyer, and one company with multiple billing relationships. Do not merge these into a single generic contact.
Expected result
The expected customer relationship is preserved with no duplicate action or unintended write.
People / Contacts / Customers
Test case
Test an individual buyer, a company buyer, and one company with multiple billing relationships. Do not merge these into a single generic contact.
Expected result
The expected customer relationship is preserved with no duplicate action or unintended write.
Direction and permissions
Test case
Bring an example source record and the intended destination operation to the compatibility review. Confirm the supported route before granting write access.
Expected result
Only an approved, supported direction and permitted fields are written.
Freshness and reconciliation
Test case
Measure source and destination times for the selected records under normal load and a burst. Reconcile IDs and values using the same filters and cutoff.
Expected result
The process meets its agreed freshness target and reconciliation has no unexplained differences.
Failure recovery
Find the cause. Restore the data flow.
Start with the failed record and the destination error, then inspect the source value, field requirements, and access.
Rejected or repeated customer change
Investigate
Inspect 6sense Accounts and Epicor ERP Customers, their IDs, and the destination error.
Next action
Hold ambiguous customer matches for review and resolve customer type before retrying dependent records.
Rejected or repeated customer change
Investigate
Inspect 6sense People / Contacts and Epicor ERP Customers, their IDs, and the destination error.
Next action
Hold ambiguous customer matches for review and resolve customer type before retrying dependent records.
A record type or update is unavailable
Investigate
Check the 6sense and Epicor ERP connector guides, account permissions, and any operations marked On Request.
Next action
Ask the integration team to confirm a supported way to handle that record. Verify whether it needs connector configuration or a separate workflow step.
Source and destination disagree after a retry
Investigate
Compare current source values, destination validation, identity mappings, and any side effects already completed.
Next action
Stacksync issue retry reads the current source state. Decide the intended state before retrying or reverting; reconcile downstream effects separately.
Read the Stacksync issues dashboard guide for retry and revert behavior.
How updates move between 6sense and Epicor ERP
See how each system detects changes and which updates the other system can receive. Each direction has its own permissions and record requirements.
6sense Epicor ERP Direction requires confirmation
Detect changesConfirm how Stacksync detects changes for this connector and the objects you need.
Apply updatesConfirm that Stacksync can create or update the records you need in Epicor ERP.
Epicor ERP 6sense Direction requires confirmation
Detect changesConfirm how Stacksync detects changes for this connector and the objects you need.
Apply updatesConfirm that Stacksync can create or update the records you need in 6sense.
Update timing and record limits
- Measure initial-load and ongoing-change latency separately. Source detection, selected objects, account limits, and destination validation determine the observed delay.
- Review write-back, deletion handling, update timing, and account limits with the integration team.
- Review write-back, deletion handling, update timing, and account limits with the integration team.
Prepare 6sense and Epicor ERP access
Set up both accounts before testing the mapping. Use test records where available, and identify the account administrator who can approve access and help resolve setup errors.
6sense setup checklist
- Identify the 6sense account, edition, environment, and business objects the integration must access.
- Confirm a Stacksync connector or implementation path for 6sense, including read/write support, authentication, and initial-load limits.
Epicor ERP setup checklist
- Identify the Epicor ERP account, edition, environment, and business objects the integration must access.
- Confirm a Stacksync connector or implementation path for Epicor ERP, including read/write support, authentication, and initial-load limits.
Prepare to go live
Record the fields each system can update, the first-load cutoff, both record IDs, the expected update delay, and who handles errors. Complete the tests before production before expanding to more records.
Use the 6sense and Epicor ERP planning worksheet to capture these decisions. Record the access owner in the worksheet and enter credentials only in the connection setup.
Security and control for your integrations
Use SSO and SCIM to manage access, secure connection options to reach your systems, and record-level retry and revert controls to resolve sync errors.
FAQ
6sense and Epicor ERP integration FAQ
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Explore a 6sense and Epicor ERP integration with a Stacksync engineer. Stacksync support for 6sense and Epicor ERP is not established by the connector documentation reviewed for this page. Start with one record and the update your business needs to identify an implementation path.
-
Confirm two-way support with Stacksync for the records and fields you need in both systems. Access to a vendor API does not confirm that its Stacksync connector supports write-back.
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Prepare both accounts, the selected object schemas, stable source and destination IDs, and the expected outcome. Identify the 6sense account, edition, environment, and business objects the integration must access. Identify the Epicor ERP account, edition, environment, and business objects the integration must access. Use the pair worksheet to record ownership and acceptance criteria.
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Measure initial-load and ongoing-change latency separately. Source detection, selected objects, account limits, and destination validation determine the observed delay.
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No. Stacksync documents that pre-existing duplicates are not merged automatically when two-way sync begins. Review the initial dataset and matching plan before enabling it; an empty destination can simplify the first load.
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Start with one business entity and a stable record ID. Map a small set of editable fields with compatible types, test required values and relationships, then expand after the pilot passes.
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Check the destination error, field constraints, permissions, and current source value. The Stacksync issues dashboard supports retry and revert; retry reads current source values, so verify the intended record state before acting.
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Use the current Stacksync pricing page and confirm the supported implementation with the team. Scope the required objects, record volume, update frequency, initial load, and support needs when comparing a managed connector with native or custom development.
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Start by reviewing Accounts in 6sense and Customers in Epicor ERP. Check how these records relate in your workflow, then confirm the actual fields and supported operations. Test record matching and one failed or repeated update before adding more records.
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Choose a method around one example record and the update your business needs. Use Accounts / Customers to review record matching and confirm Stacksync support for the required operations. Compare ongoing sync, a custom workflow, and a scheduled export against that requirement.
Find the right integration path
Walk through your 6sense and Epicor ERP records, field mappings, and requirements with an integration engineer.
Explore related integrationsFind other connections for 6sense and Epicor ERP.
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