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CRM ⇄ ERP

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

Keep Copper CRM 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 Copper CRM and Epicor ERP

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

Copper CRM 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 People, Companies, Leads, Opportunities in Copper CRM with Parts, Sales orders, Purchase orders, Jobs 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

  • Enrich Copper records with product usage or firmographic data from an internal database to guide follow-up.
  • Mirror Copper data into Postgres so internal tools can query CRM state without extra API calls.
  • Sync shipment confirmations out to commerce platforms and customer portals as jobs complete.
  • Sync Epicor customers and AR invoices into a CRM so sales sees order history and credit status without ERP logins.

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 Copper CRM aligned

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

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

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

What you can sync between Copper CRM 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.

Copper CRM objects Epicor ERP objects
People Individual contact records, often created from Gmail interactions, and the main target of contact syncs. Quotes Estimates that pair with CRM opportunities during the sales cycle.
Companies Organization records linked to people and opportunities. AR invoices Billing records surfaced in CRM or finance tools for collections visibility.
Leads Unqualified prospects kept separate from People until converted. Shipments Fulfillment confirmations synced to customer portals and commerce systems.
Opportunities Deals tracked through pipelines and stages; synced for revenue reporting. Bills of materials Methods of manufacturing read for costing and planning integrations.
Activities Logged emails, calls, meetings, and notes attached to records. Customers Master records synced with CRM accounts so sales and the ERP agree on ownership and credit status.
Tasks To-dos with due dates and assignees, usable in workload syncs. Suppliers Vendor masters kept aligned with procurement and AP automation tools.
What ships with Copper CRM ⇄ Epicor ERP

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Copper CRM 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 Copper CRM or Epicor ERP record.

Observability

Monitoring

Track your Copper CRM ⇄ 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 Copper CRM and Epicor ERP.

How the Copper CRM and Epicor ERP connectors work

Copper CRM

Integration surface
REST API
Authentication
API key paired with the requesting user's email address, sent as request headers
Change detection
Webhook subscriptions for record create/update/delete events; polling as fallback
Capabilities
read · write · webhooks
Rate limits
Subject to the platform's API rate limits

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

    Choose tables

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

Copper CRM 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 Copper CRM and Epicor ERP.

Popular · 8 of 386
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