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CRM ⇄ ERP

Clearbit to Epicor ERP integration — real-time data sync

Keep Clearbit 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.

  • SOC 2 and 6 other compliance frameworks
  • POC with real engineers in minutes

Adopted by fast-scaling companies moving mission-critical data in real time

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Why teams connect Clearbit and Epicor ERP

Flow Clearbit data into Epicor ERP in real time — no exports, no schedulers, no custom scripts.

Clearbit is a read-only source: Stacksync reads its data in real time and delivers it into Epicor ERP, so Epicor ERP always reflects the current state of Clearbit — without exports, scripts, or schedulers.

Clearbit 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.

Common use cases

  • Refresh firmographic fields on existing accounts on a schedule so segmentation stays current.
  • Enrich new CRM leads with person and company attributes as they are created, keyed by email and domain.
  • Sync Epicor customers and AR invoices into a CRM so sales sees order history and credit status without ERP logins.
  • Push won opportunities from the CRM into Epicor as sales orders and sync order status back.

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 Clearbit aligned

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

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

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

What you can sync between Clearbit 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.

Clearbit objects Epicor ERP objects
Enrichment attributes The firmographic and technographic fields appended to destination records. Purchase orders Synced with procurement systems and matched against receipts.
Companies Firmographic profiles looked up by domain and merged into account records. Jobs Production jobs whose status feeds shop-floor dashboards and delivery-date updates.
Persons Individual profiles looked up by email and used to enrich contacts and leads. Quotes Estimates that pair with CRM opportunities during the sales cycle.
Reveal matches IP-to-company resolutions used to identify anonymous website traffic. AR invoices Billing records surfaced in CRM or finance tools for collections visibility.
Name-to-domain lookups Company name resolution used to normalize account records before enrichment. Shipments Fulfillment confirmations synced to customer portals and commerce systems.
What ships with Clearbit ⇄ Epicor ERP

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

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

Real-time

Real-time sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Clearbit 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 Clearbit or Epicor ERP record.

Observability

Monitoring

Track your Clearbit ⇄ 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 Clearbit and Epicor ERP.

How the Clearbit and Epicor ERP connectors work

Clearbit

Integration surface
REST API (separate endpoints per product: Enrichment, Reveal)
Authentication
API key (bearer secret key)
Change detection
On-demand lookups; asynchronous enrichment results can be delivered via webhook callbacks
Capabilities
read · webhooks
Rate limits
Subject to plan-based API rate limits and lookup volumes

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

    Choose tables

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

Clearbit and Epicor ERP integration FAQ

SECURITY

Security teams love 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.

Learn more about security
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:

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 386 integrations available for Clearbit and Epicor ERP.

Popular · 8 of 386
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