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AI ⇄ ERP

Autopilot to Epicor ERP integration — real-time, two-way sync

Keep Autopilot 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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Why teams connect Autopilot and Epicor ERP

Ground Autopilot on the customers, suppliers, items, and transactions that live in Epicor ERP, and write the classifications, scores, and extracted fields Autopilot produces back onto those records in real time.

An AI system does not keep customers, orders, or invoices the way an ERP does. What it keeps is derived: the vectors and metadata in a store, or the classifications, extracted fields, and generated text a model produces over records it was handed. Epicor ERP is where those source records actually live, across finance, operations, procurement, and inventory, and that data usually stays behind a strict API with many record types. Whatever Autopilot produces, whether a category, a risk flag, an extracted value, or an embedding, only earns its keep when it lands back on the record in Epicor ERP where the business is run.

Stacksync connects Lists, Custom Fields, Smart Segments, Journeys (Triggers) in Autopilot with Sales orders, Purchase orders, Jobs, Quotes in Epicor ERP and keeps the two sides in sync in real time. Sales orders, Purchase orders, Jobs, Quotes from Epicor ERP replicate into Autopilot continuously, so retrieval, classification, and reasoning run against current ERP records instead of last night's extract, and the fields Autopilot generates sync back onto the matching record in Epicor ERP. Mapping is field-level, matching is on identifiers you choose, and Stacksync handles the ERP's API limits and schema drift, so there is no extraction pipeline to build or babysit.

Because every AI-side item carries the key of the record it came from, results always resolve to the right customer, supplier, or transaction. Autopilot reasons over the business as it actually is within seconds of a change, and the people running operations act on model output where they already work, without exporting a file or logging into a second system.

Common use cases

  • 01 Upsert Contacts from a CRM or product database into Autopilot so new signups and profile changes flow into email and SMS journeys without manual CSV imports.
  • 02 Add contacts to a Journey from a database event or CRM stage change to start automated onboarding or nurture sequences.
  • 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

Derived fields back on the record

Categories, scores, or extracted values produced in Autopilot sync onto the matching record in Epicor ERP, where operations and finance teams see and act on them without leaving the ERP.

Continuous freshness, no reload

As records are created or corrected in Epicor ERP, the copy held in Autopilot updates within seconds, so the model side never reasons over stale ERP data.

One consistent identity across both systems

A customer, supplier, item, or transaction in Epicor ERP maps to the corresponding entry in Autopilot, so every AI result attaches to the right entity on both sides.

What you can sync between Autopilot 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.

Autopilot objects Epicor ERP objects How this pairing syncs
Activities Per-contact activity and event history (opens, clicks, journey steps); read-only feed used for engagement reporting. Suppliers Vendor masters kept aligned with procurement and AP automation tools. Activities is specific to Autopilot and Suppliers to Epicor ERP — each maps to any object or custom field on the other side.
Contacts Core people records (email, name, custom fields, list and segment membership); upserted two-way as the primary sync object. Parts Item masters that anchor inventory, BOM, and order line syncs. Contacts is specific to Autopilot and Parts to Epicor ERP — each maps to any object or custom field on the other side.
Lists Static contact lists; membership is readable per list and writable by adding or removing contacts. Sales orders Created from won CRM opportunities; status and line changes sync back out. Lists is specific to Autopilot and Sales orders to Epicor ERP — each maps to any object or custom field on the other side.
Custom Fields User-defined contact properties (string, number, date, boolean); discovered so field keys map cleanly to destination columns. Purchase orders Synced with procurement systems and matched against receipts. Custom Fields is specific to Autopilot and Purchase orders to Epicor ERP — each maps to any object or custom field on the other side.
Smart Segments Rule-based dynamic audiences; membership is computed by Autopilot, so it is read-only over the API. Jobs Production jobs whose status feeds shop-floor dashboards and delivery-date updates. Smart Segments is specific to Autopilot and Jobs to Epicor ERP — each maps to any object or custom field on the other side.
Journeys (Triggers) Automation journeys; a contact can be added to a journey via its trigger endpoint to start automated email or SMS sequences. Quotes Estimates that pair with CRM opportunities during the sales cycle. Journeys (Triggers) is specific to Autopilot and Quotes to Epicor ERP — each maps to any object or custom field on the other side.

How changes propagate between Autopilot 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.

Autopilot Epicor ERP Interval-based propagation

DetectionStacksync polls Autopilot for changes on an incremental schedule, reading only records changed since the previous pass. No CDC.

DeliveryEach detected change is written to Epicor ERP through its API, with automatic retries and rate-limit backoff.

Epicor ERP Autopilot 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 Autopilot through its API, with automatic retries and rate-limit backoff.

Rate-limit considerations

  • Autopilot: The REST API is capped at 100 requests/minute per account; exceeding it returns HTTP 429. Enterprise plans can request a higher limit. Contact writes accept an array for bulk upsert, and list and segment reads paginate via a bookmark cursor.
  • Epicor ERP: Subject to the platform's API rate limits and per-tenant throttling on Kinetic cloud deployments.
What ships with Autopilot ⇄ Epicor ERP

Connect Autopilot and Epicor ERP for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Autopilot–Epicor ERP connection.

Real-time

Two-way sync

Changes in Autopilot or Epicor ERP instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Autopilot 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 Autopilot or Epicor ERP record.

Observability

Monitoring

Track your Autopilot ⇄ 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 Autopilot and Epicor ERP.

How the Autopilot and Epicor ERP connectors work

Autopilot

Integration surface
REST API (Autopilot v1); Autopilot rebranded to Ortto in 2021 and the newer Ortto API co-exists with the legacy Autopilot endpoints
Authentication
Per-account API key sent in the autopilotapikey request header (generated in account settings); requests use Content-Type application/json against https://api2.autopilothq.com/v1/
Change detection
No CDC; incremental sync polls the /contacts endpoint with bookmark cursor pagination and updated timestamps. Journey webhook actions can push specific contact events, but there is no general change-subscription webhook, so polling is the reliable path.
Capabilities
read · write
Rate limits
The REST API is capped at 100 requests/minute per account; exceeding it returns HTTP 429. Enterprise plans can request a higher limit. Contact writes accept an array for bulk upsert, and list and segment reads paginate via a bookmark cursor.
Autopilot setup guide

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 Autopilot 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.

  1. 01

    Connect your apps

    Authenticate Autopilot 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.

    • OAuth 2.0
    • SSH tunnel
    • VPC peering
    Autopilot connected
    Epicor ERP connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Autopilot 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.

    • Standard objects
    • Custom objects
    • Auto-schema
    objects · Autopilot ⇄ Epicor ERP
    Customers 12,480
    Sales Orders 8,213
    Invoices 5,902
    Items 1,344
  3. 03

    Map fields

    Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.

    • Auto-map
    • Type casting
    • Transforms
    Autopilot Epicor ERP
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Autopilot and Epicor ERP integration FAQ

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.

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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:

OAuth 2 SSH Tunnelling SSL certificates IP Whitelisting VPN gateway VPC peering and more

Related integrations

Every pair below is a real-time, two-way sync. Search all 483 integrations available for Autopilot and Epicor ERP.

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