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CRM ⇄ ERP

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

Keep DealCloud 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 DealCloud and Epicor ERP

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

DealCloud 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 Activity, Task, User, Deal in DealCloud with Quotes, AR invoices, Shipments, Bills of materials 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 Keep DealCloud contacts and relationships in sync with an enrichment or email platform to maintain accurate firm-wide relationship intelligence.
  • 02 Mirror DealCloud activities and tasks into an operational database to power internal dashboards without hitting the API on every read.
  • 03 Keep supplier and purchase order data synced with procurement or AP automation tools.
  • 04 Sync shipment confirmations out to commerce platforms and customer portals as jobs complete.

Common sync patterns

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

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

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

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

Where Epicor ERP is the finance system of record: money status on the account

Invoice and payment state from Epicor ERP shows on the account in DealCloud, so reps see balances before promising the next order.

What you can sync between DealCloud 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.

DealCloud objects Epicor ERP objects How this pairing syncs
Activity Synced with incremental and full sync. Customers Master records synced with CRM accounts so sales and the ERP agree on ownership and credit status. Activity is specific to DealCloud and Customers to Epicor ERP — each maps to any object or custom field on the other side.
Task Synced with incremental and full sync. Suppliers Vendor masters kept aligned with procurement and AP automation tools. Task is specific to DealCloud and Suppliers to Epicor ERP — each maps to any object or custom field on the other side.
User Synced with incremental and full sync. Parts Item masters that anchor inventory, BOM, and order line syncs. User is specific to DealCloud and Parts to Epicor ERP — each maps to any object or custom field on the other side.
Deal Synced with incremental and full sync. Sales orders Created from won CRM opportunities; status and line changes sync back out. Deal is specific to DealCloud and Sales orders to Epicor ERP — each maps to any object or custom field on the other side.
Company Synced with incremental and full sync. Purchase orders Synced with procurement systems and matched against receipts. Company is specific to DealCloud and Purchase orders to Epicor ERP — each maps to any object or custom field on the other side.
Contact Synced with incremental and full sync. Jobs Production jobs whose status feeds shop-floor dashboards and delivery-date updates. Contact is specific to DealCloud and Jobs to Epicor ERP — each maps to any object or custom field on the other side.

How changes propagate between DealCloud 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.

DealCloud Epicor ERP Interval-based propagation

DetectionStacksync polls DealCloud for changes on an incremental schedule, reading only records changed since the previous pass. Incremental via each entry's last-modified timestamp.

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

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

Rate-limit considerations

  • DealCloud: API request limits apply per firm tenant; Stacksync manages throttling and retries automatically.
  • Epicor ERP: Subject to the platform's API rate limits and per-tenant throttling on Kinetic cloud deployments.
What ships with DealCloud ⇄ Epicor ERP

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever DealCloud 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 DealCloud or Epicor ERP record.

Observability

Monitoring

Track your DealCloud ⇄ 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 DealCloud and Epicor ERP.

How the DealCloud and Epicor ERP connectors work

DealCloud

Integration surface
REST API (DealCloud Data API v2)
Authentication
OAuth 2.0 client-credentials; a DealCloud administrator generates a client ID and secret in the DealCloud admin API settings and grants Stacksync the required scopes
Change detection
Incremental via each entry's last-modified timestamp; DealCloud has no universal native change-data-capture, so Stacksync polls modified rows on an interval
Capabilities
read · write
Rate limits
API request limits apply per firm tenant; Stacksync manages throttling and retries automatically.

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

    Choose tables

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

DealCloud 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.

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 392 integrations available for DealCloud and Epicor ERP.

Popular · 8 of 392
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