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CRM ⇄ ERP

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

Keep Chorusai 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 Chorusai and Epicor ERP

Close the gap between front office and back office: Chorusai and Epicor ERP share customers and status in real time, in both directions.

Chorusai holds the customer relationship; Epicor ERP runs the operations and records behind the business. The two overlap wherever the same organizations and transactions matter to both, and when that overlap is bridged by re-keying or overnight batch, each side spends the day working from stale data.

Stacksync syncs Moments, Playlists, Engagements, Recordings (Conversations) in Chorusai with Purchase orders, Jobs, Quotes, AR invoices in Epicor ERP field by field, in real time, and in both directions. You decide which system owns which fields; Stacksync keeps every copy consistent and resolves conflicts by rules you set.

Common use cases

  • 01 Upload externally recorded dialer or web-conference audio into Chorus as Recordings so it gets transcribed and analyzed like native calls.
  • 02 Sync Trackers such as pricing, competitor, and next-steps mentions onto matching CRM Opportunities as coaching and deal-risk signals.
  • 03 Sync shipment confirmations out to commerce platforms and customer portals as jobs complete.
  • 04 Sync Epicor customers and AR invoices into a CRM so sales sees order history and credit status without ERP logins.

Common sync patterns

One customer master

Where both systems keep customer or organization records, corrections in either propagate to the other, ending dual maintenance.

Where Epicor ERP manages people and org data: keep Chorusai aligned

Owners, territories, and org structure informed by Epicor ERP stay current in Chorusai.

Where Epicor ERP handles order-to-cash: closed-won flows through

A deal won in Chorusai creates or updates the customer in Epicor ERP with clean data, so fulfillment and invoicing start without re-entry.

What you can sync between Chorusai 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.

Chorusai objects Epicor ERP objects How this pairing syncs
Playlists Curated collections of Moments and Recordings; created and managed to share coaching examples across teams. Jobs Production jobs whose status feeds shop-floor dashboards and delivery-date updates. Playlists is specific to Chorusai and Jobs to Epicor ERP — each maps to any object or custom field on the other side.
Engagements Meetings and dialer calls, the core record; filterable by date_time, participants, and processing_state, and polled incrementally to read conversation activity out. Quotes Estimates that pair with CRM opportunities during the sales cycle. Engagements is specific to Chorusai and Quotes to Epicor ERP — each maps to any object or custom field on the other side.
Recordings (Conversations) The recorded call with utterances, transcript, thumbnails, and metrics; read for analysis and uploaded or deleted through the API. AR invoices Billing records surfaced in CRM or finance tools for collections visibility. Recordings (Conversations) is specific to Chorusai and AR invoices to Epicor ERP — each maps to any object or custom field on the other side.
Users Chorus users with roles and team membership; read to map engagement owners and participants to CRM and warehouse identities. Shipments Fulfillment confirmations synced to customer portals and commerce systems. Users is specific to Chorusai and Shipments to Epicor ERP — each maps to any object or custom field on the other side.
Trackers AI keyword and topic trackers (pricing, competitors, next steps) surfaced within a conversation; read out as coaching and deal-risk signals. Bills of materials Methods of manufacturing read for costing and planning integrations. Trackers is specific to Chorusai and Bills of materials to Epicor ERP — each maps to any object or custom field on the other side.
Deals CRM opportunity context attached to a conversation (account, deal, owner); read to attribute call activity to open pipeline. Customers Master records synced with CRM accounts so sales and the ERP agree on ownership and credit status. Deals is specific to Chorusai and Customers to Epicor ERP — each maps to any object or custom field on the other side.

How changes propagate between Chorusai 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.

Chorusai Epicor ERP Interval-based propagation

DetectionStacksync polls Chorusai for changes on an incremental schedule, reading only records changed since the previous pass. Polling the engagements endpoint on date_time and processing_state.

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

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

Rate-limit considerations

  • Chorusai: Rate limits are not publicly documented; recording upload and analysis are asynchronous, so transcripts and trackers appear only after processing_state completes.
  • Epicor ERP: Subject to the platform's API rate limits and per-tenant throttling on Kinetic cloud deployments.
What ships with Chorusai ⇄ Epicor ERP

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Chorusai 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 Chorusai or Epicor ERP record.

Observability

Monitoring

Track your Chorusai ⇄ 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 Chorusai and Epicor ERP.

How the Chorusai and Epicor ERP connectors work

Chorusai

Integration surface
REST API (api-docs.chorus.ai)
Authentication
Per-user API token generated in Chorus Personal Settings, sent in the Authorization request header
Change detection
Polling the engagements endpoint on date_time and processing_state; no public change webhooks or CDC
Capabilities
read · write
Rate limits
Rate limits are not publicly documented; recording upload and analysis are asynchronous, so transcripts and trackers appear only after processing_state completes
Chorusai 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 Chorusai 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 Chorusai 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
    Chorusai connected
    Epicor ERP connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Chorusai 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 · Chorusai ⇄ 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
    Chorusai Epicor ERP
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Chorusai 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 531 integrations available for Chorusai and Epicor ERP.

Popular · 8 of 531
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