Real-time
Two-way sync
Changes in Asana or Epicor ERP instantly reflect in both systems. No stale data, no manual imports.
Business productivity ⇄ ERP
Asana to Epicor ERP integration — real-time, two-way sync
Keep Asana and Epicor ERP in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.
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Adopted by fast-scaling companies moving mission-critical data in real time
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Why teams connect Asana and Epicor ERP
Bridge the tools people work in and the system the business runs on: real-time, two-way sync between Asana and Epicor ERP.
The ERP holds the records the business is run on, and it is rarely where day-to-day work happens. Asana is closer to the work, and the two often need the same facts about the same people, organizations, and transactions. Bridging them by hand, or by nightly file transfer, leaves each side out of date for hours at a time.
Stacksync syncs Sections, Custom fields, Stories, Users in Asana with Jobs, Quotes, AR invoices, Shipments in Epicor ERP bi-directionally and in real time, with field-level mapping and rules for which system wins on conflict. Changes made where the work happens reach the system of record within seconds, and the reverse.
Common use cases
- 01 Mirror Projects, Sections, and Portfolios into a warehouse for cross-team reporting on status, timelines, and workload without CSV exports.
- 02 Push support tickets or intake requests from an operational database into Asana Tasks, then read completion and status Custom fields back when work finishes.
- 03 Push won opportunities from the CRM into Epicor as sales orders and sync order status back.
- 04 Mirror parts, on-hand inventory, and job status into a reporting database for shop-floor dashboards.
Common sync patterns
Master data corrections travel
A customer, supplier, or contact detail corrected in either system updates the other, ending duplicate maintenance.
Where Asana faces customers and Epicor ERP carries account records
Order, invoice, or account status from Epicor ERP appears alongside the customer in Asana, so front-line teams answer from live data.
Where Epicor ERP is the HR or people system of record
Worker and organization data from Epicor ERP stays current in Asana, so the tools people use daily reflect the org as it actually is.
What you can sync between Asana and Epicor ERP
Representative objects on each side — any object or custom field can map to any target. Schemas are auto-detected; types are converted between the two systems.
| Asana objects | Epicor ERP objects | How this pairing syncs | |
|---|---|---|---|
| Tags Labels applied across Tasks; synced as a many-to-many attribute for filtering and categorization. | Sales orders Created from won CRM opportunities; status and line changes sync back out. | Tags is specific to Asana and Sales orders to Epicor ERP — each maps to any object or custom field on the other side. | |
| Teams / Workspaces Organizational containers that hold projects and members; used to scope which projects a given sync covers. | Purchase orders Synced with procurement systems and matched against receipts. | Teams / Workspaces is specific to Asana and Purchase orders to Epicor ERP — each maps to any object or custom field on the other side. | |
| Tasks The primary unit of work and main record; created, updated, completed, and deleted via REST and synced two-way. Subtasks are Tasks with a parent reference. | Jobs Production jobs whose status feeds shop-floor dashboards and delivery-date updates. | Tasks is specific to Asana and Jobs to Epicor ERP — each maps to any object or custom field on the other side. | |
| Projects Collections of Tasks with a layout (list, board, timeline, calendar); each project maps to a synced table scope and its custom fields define the mapping. | Quotes Estimates that pair with CRM opportunities during the sales cycle. | Projects is specific to Asana and Quotes to Epicor ERP — each maps to any object or custom field on the other side. | |
| Sections Ordered groupings of Tasks within a project; synced as a grouping attribute or category field on the row. | AR invoices Billing records surfaced in CRM or finance tools for collections visibility. | Sections is specific to Asana and AR invoices to Epicor ERP — each maps to any object or custom field on the other side. | |
| Custom fields Typed fields (text, number, enum, multi-enum, date, people) defined at project or workspace level; mapped to database columns, with enum values written by option GID. | Shipments Fulfillment confirmations synced to customer portals and commerce systems. | Custom fields is specific to Asana and Shipments to Epicor ERP — each maps to any object or custom field on the other side. |
How changes propagate between Asana and Epicor ERP
Each direction of the sync is driven by what the source system can signal and what the destination accepts — detection, delivery, and expected latency below.
Asana Epicor ERP Sub-second propagation
DetectionAsana notifies Stacksync of record changes through webhook events. Resource-scoped webhooks (established with an X-Hook-Secret handshake) POST events on create, change, and delete.
DeliveryEach detected change is written to Epicor ERP through its API, with automatic retries and rate-limit backoff.
Epicor ERP Asana Interval-based propagation
DetectionStacksync polls Epicor ERP for changes on an incremental schedule, reading only records changed since the previous pass. Polling on change-date fields.
DeliveryEach detected change is written to Asana through its API, with automatic retries and rate-limit backoff.
Rate-limit considerations
- Asana: Per token: 1,500 requests/minute on paid plans, 150/minute on free; the Search API is capped at 60/minute; concurrency caps at 50 GET and 15 write requests. Exceeding a limit returns HTTP 429 with a Retry-After header, and a separate cost-based limiter applies to complex graph traversals.
- Epicor ERP: Subject to the platform's API rate limits and per-tenant throttling on Kinetic cloud deployments.
What ships with Asana ⇄ Epicor ERP
Connect Asana and Epicor ERP for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Asana–Epicor ERP connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Asana or Epicor ERP data changes, update records, fire webhooks, or kick off sequences without brittle API scripts.
At scale
Event queues
Handle millions of events per minute without losing a single Asana or Epicor ERP record.
Observability
Monitoring
Track your Asana ⇄ Epicor ERP sync health, view errors, and replay failed events in one click.
Trading partners
EDI
Transform legacy EDI complexity into simple database interactions between Asana and Epicor ERP.
How the Asana and Epicor ERP connectors work
Asana
- Integration surface
- REST API (app.asana.com/api/1.0, JSON responses), plus resource-scoped Webhooks and a sync-token Events API
- Authentication
- OAuth 2.0 for multi-user apps, Personal Access Tokens (PATs) for single-account use and testing, and organization-scoped Service Accounts (Enterprise) for admin-level access
- Change detection
- Resource-scoped webhooks (established with an X-Hook-Secret handshake) POST events on create, change, and delete; the sync-token Events API returns incremental changes on a task or project when webhooks are not used
- Capabilities
- read · write · webhooks
- Rate limits
- Per token: 1,500 requests/minute on paid plans, 150/minute on free; the Search API is capped at 60/minute; concurrency caps at 50 GET and 15 write requests. Exceeding a limit returns HTTP 429 with a Retry-After header, and a separate cost-based limiter applies to complex graph traversals.
Epicor ERP
- Integration surface
- REST API (OData) over Epicor business objects, plus BAQ (Business Activity Query) endpoints
- Authentication
- API key combined with basic or token authentication, depending on version and deployment
- Change detection
- Polling on change-date fields; outbound calls can be wired through BPM directives, but there is no standard webhook subscription surface
- Capabilities
- read · write
- Rate limits
- Subject to the platform's API rate limits and per-tenant throttling on Kinetic cloud deployments
How it works
How to connect Asana to Epicor ERP — three steps, no code
Configure and sync within minutes, no code. Whether you sync 50k or 100M+ records, Stacksync handles the queues, infra, and plumbing. Integrations are non-invasive and need zero setup on your systems.
- 01
Connect your apps
Authenticate Asana and Epicor ERP with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.
Asana
connected
Epicor ERP
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Asana and Epicor ERP objects to sync — Stacksync auto-detects both schemas, including custom fields where the platform exposes them. Sync to existing tables, or let Stacksync create new ones with ideal data types.
objects · Asana ⇄ Epicor ERPCustomers 12,480Sales Orders 8,213Invoices 5,902Items 1,344 - 03
Map fields
Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.
Asana Epicor ERPCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Asana and Epicor ERP integration FAQ
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Yes. Stacksync provides a managed, real-time two-way integration between Asana and Epicor ERP: authenticate both systems, choose the objects to sync (such as Asana's Tags and Teams / Workspaces), map fields visually, and changes propagate both ways in milliseconds — no code required.
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Stacksync is SOC 2 Type II and ISO 27001 certified with HIPAA BAA support. Data is encrypted in transit, and a zero-persistent-storage architecture means Asana and Epicor ERP records are not retained after a sync operation.
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Stacksync pricing is usage-based and starts at $1,000/month, including the managed Asana and Epicor ERP connectors, real-time two-way sync, monitoring, and support. That replaces building and maintaining a custom Asana–Epicor ERP integration in-house.
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Yes — Stacksync ships production-grade connectors for both Asana and Epicor ERP. The connectors handle authentication, schema detection, rate limits, and retries; you configure the sync, and Stacksync operates it.
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Change detection on Asana: Resource-scoped webhooks (established with an X-Hook-Secret handshake) POST events on create, change, and delete; the sync-token Events API returns incremental changes on a task or project when webhooks are not used. On Epicor ERP: Polling on change-date fields; outbound calls can be wired through BPM directives, but there is no standard webhook subscription surface. Each detected change propagates to the other side in milliseconds, with field-level conflict resolution and an inspectable event log.
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On the Asana side: Sections, Custom fields, Stories, Users, plus custom fields where Asana exposes them. On the Epicor ERP side: Jobs, Quotes, AR invoices, Shipments. Stacksync auto-detects both schemas and converts types between the two systems.
SECURITY
Security teams trust Stacksync
As a data company, we understand the importance of keeping your data secure. Stacksync is built with security best practices to keep your data safe at every layer, and is DPF-certified for US, EU, UK and CH data transfers.
SOC 2 Type II
ISO 27001
HIPAA BAA
GDPR
CCPA
CSA STAR
DPF US-EU-UK-CH
→ SECURITY WITH BENEFITS
SSO & SCIM
Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.
Alerts
Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.
Secure connection options
Securely connects to your systems with:
Related integrations
Every pair below is a real-time, two-way sync. Search all 515 integrations available for Asana and Epicor ERP.
Popular · 5 of 515
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Epicor ERP ⇄ Customer.io -
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