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Marketing ⇄ ERP

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

Keep Cvent 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 Cvent and Epicor ERP

Feed the real customer, order, and revenue records from Epicor ERP into Cvent so campaigns run on who actually bought what, and let contact and consent changes flow back in real time.

Marketing runs on lists of people, but the list rarely knows which of those people are paying customers, what they ordered, or what they are worth. Epicor ERP holds exactly that: Parts, Sales orders, Purchase orders, Jobs that record who the customer is, what they bought, and what they owe. When the two are joined only by a periodic export, campaigns go out against stale audiences, existing customers get prospecting emails, high-value accounts look the same as cold leads, and a canceled order still counts toward a segment.

Stacksync syncs Parts, Sales orders, Purchase orders, Jobs in Epicor ERP with Contacts, Attendees and Registrations, Sessions, Speakers in Cvent in real time, and where both sides accept writes, in both directions. Customer, order, and invoice data maps field by field onto the contacts, audiences, or accounts Cvent works with, so segmentation and personalization run on current purchase history instead of a month-old snapshot. Contact details and consent changes that originate in Cvent flow back onto the record in Epicor ERP.

The strongest bridge between the two is identity and purchase history, who the customer is and what they have bought, so that is where most of the value sits. Because the sync is field-level, each system keeps the attributes the other has no use for; only the shared records are held in agreement.

Common use cases

  • 01 Push won opportunities from the CRM into Epicor as sales orders and sync order status back.
  • 02 Mirror parts, on-hand inventory, and job status into a reporting database for shop-floor dashboards.
  • 03 Sync Sessions and Speakers into a content database or agenda app so schedule and speaker changes propagate without manual re-entry.
  • 04 Read Budgets and event financials into an ERP or finance database to reconcile planned versus actual event spend.

Common sync patterns

One customer identity across both systems

A person or company's contact details corrected in either system update the other, so marketing and the back office stop maintaining separate versions of the same record.

Lifecycle triggers from back-office events

A first order, a renewal, or a lapsed account recorded in Epicor ERP appears in Cvent within seconds, ready to start or stop a lifecycle campaign.

Where Cvent captures new people: signups become customer records

Registrations, form fills, or new subscribers in Cvent create or update the corresponding record in Epicor ERP, so the back office sees them without anyone re-keying.

What you can sync between Cvent 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.

Cvent objects Epicor ERP objects How this pairing syncs
Speakers Speaker records tied to an event; synced two-way with a speaker database or CMS, with an updatedDate on each record for incremental pulls. Quotes Estimates that pair with CRM opportunities during the sales cycle. Speakers is specific to Cvent and Quotes to Epicor ERP — each maps to any object or custom field on the other side.
Exhibitors Exhibitor and sponsor records; synced to a CRM or database to track booth, sponsorship, and lead-capture data per event. AR invoices Billing records surfaced in CRM or finance tools for collections visibility. Exhibitors is specific to Cvent and AR invoices to Epicor ERP — each maps to any object or custom field on the other side.
Surveys Survey definitions and responses; read out to a warehouse for post-event feedback analysis alongside attendance data. Shipments Fulfillment confirmations synced to customer portals and commerce systems. Surveys is specific to Cvent and Shipments to Epicor ERP — each maps to any object or custom field on the other side.
Budgets Event budget line items; read into a finance database or ERP to reconcile planned versus actual event spend. Bills of materials Methods of manufacturing read for costing and planning integrations. Budgets is specific to Cvent and Bills of materials to Epicor ERP — each maps to any object or custom field on the other side.
Events Top-level event containers created and updated through the Events endpoints; read out for reporting and written to provision events from an external system. Customers Master records synced with CRM accounts so sales and the ERP agree on ownership and credit status. Events is specific to Cvent and Customers to Epicor ERP — each maps to any object or custom field on the other side.
Contacts Account-wide people database spanning every event; synced two-way with a CRM or warehouse as the shared audience source of truth via the Create Contacts endpoint. Suppliers Vendor masters kept aligned with procurement and AP automation tools. Contacts is specific to Cvent and Suppliers to Epicor ERP — each maps to any object or custom field on the other side.

How changes propagate between Cvent 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.

Cvent Epicor ERP Sub-second propagation

DetectionCvent notifies Stacksync of record changes through webhook events. Per-event webhooks push attendee, registration, session, and speaker changes.

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

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

Rate-limit considerations

  • Cvent: Responses carry X-RateLimit-Limit/Remaining/Reset headers; a 429 signals either the per-second limit (retry with exponential backoff from ~2s) or the daily quota (up to 500,000 calls/day on the Premium tier, 1,000/day on Free) exhausted until midnight UTC.
  • Epicor ERP: Subject to the platform's API rate limits and per-tenant throttling on Kinetic cloud deployments.
What ships with Cvent ⇄ Epicor ERP

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Cvent 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 Cvent or Epicor ERP record.

Observability

Monitoring

Track your Cvent ⇄ 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 Cvent and Epicor ERP.

How the Cvent and Epicor ERP connectors work

Cvent

Integration surface
Cvent REST API (JSON over HTTPS at api-platform.cvent.com/ea, paginated list endpoints)
Authentication
OAuth 2.0 client-credentials flow: a client ID and secret are Basic-auth exchanged for a 60-minute bearer token at api-platform.cvent.com/ea/oauth2/token; legacy API-key and SOAP/CSN auth are deprecated
Change detection
Per-event webhooks push attendee, registration, session, and speaker changes; list endpoints also expose updatedDate for polling and support on-demand manual sync
Capabilities
read · write · webhooks
Rate limits
Responses carry X-RateLimit-Limit/Remaining/Reset headers; a 429 signals either the per-second limit (retry with exponential backoff from ~2s) or the daily quota (up to 500,000 calls/day on the Premium tier, 1,000/day on Free) exhausted until midnight UTC
Cvent 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 Cvent 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 Cvent 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
    Cvent connected
    Epicor ERP connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

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

Cvent 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 470 integrations available for Cvent and Epicor ERP.

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