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Marketing ⇄ ERP

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

Keep Demandbase 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 Demandbase and Epicor ERP

Feed the real customer, order, and revenue records from Epicor ERP into Demandbase 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: Quotes, AR invoices, Shipments, Bills of materials 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 Quotes, AR invoices, Shipments, Bills of materials in Epicor ERP with Opportunities, People (Persons), Activities, Campaigns in Demandbase 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 Demandbase 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 Demandbase 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 Keep supplier and purchase order data synced with procurement or AP automation tools.
  • 02 Sync shipment confirmations out to commerce platforms and customer portals as jobs complete.
  • 03 Subscribe to Demandbase company and person change webhooks - firmographic updates, M&A, and leadership or employment changes - and land them in an operational store for real-time account alerts.
  • 04 Push warehouse-computed account scores, custom fields, and audiences into Demandbase via the Data Import API so ABM campaigns and sales plays target the segments the warehouse defines.

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 Demandbase within seconds, ready to start or stop a lifecycle campaign.

Where Demandbase captures new people: signups become customer records

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

What you can sync between Demandbase 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.

Demandbase objects Epicor ERP objects How this pairing syncs
Accounts Company/account records with firmographics, intent, and Demandbase qualification and engagement scores; exported via the Data Export API and imported or updated via the Data Import API. Quotes Estimates that pair with CRM opportunities during the sales cycle. Accounts is specific to Demandbase and Quotes to Epicor ERP — each maps to any object or custom field on the other side.
Opportunities Opportunity records synced from the CRM into Demandbase; exported with calculated insights and imported or updated through the Data Import API. Read and write. AR invoices Billing records surfaced in CRM or finance tools for collections visibility. Opportunities is specific to Demandbase and AR invoices to Epicor ERP — each maps to any object or custom field on the other side.
People (Persons) Contact/person records with verified business email, title, seniority, and quality grades; fetched and matched via the B2B Contact endpoints and exported or imported. Shipments Fulfillment confirmations synced to customer portals and commerce systems. People (Persons) is specific to Demandbase and Shipments to Epicor ERP — each maps to any object or custom field on the other side.
Activities Engagement and custom activity records (web, campaign, intent); exported via Data Export and pushed in through the Data Import API using custom activity types. Bills of materials Methods of manufacturing read for costing and planning integrations. Activities is specific to Demandbase and Bills of materials to Epicor ERP — each maps to any object or custom field on the other side.
Campaigns Marketing campaign records and creative assets exported through the Data Export API; read-only reporting feed. Customers Master records synced with CRM accounts so sales and the ERP agree on ownership and credit status. Campaigns is specific to Demandbase and Customers to Epicor ERP — each maps to any object or custom field on the other side.
Account & Person Lists (Audiences) Named account and person segments exported via Data Export; custom audiences pushed into Demandbase through the Data Import API. Read and write. Suppliers Vendor masters kept aligned with procurement and AP automation tools. Account & Person Lists (Audiences) is specific to Demandbase and Suppliers to Epicor ERP — each maps to any object or custom field on the other side.

How changes propagate between Demandbase 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.

Demandbase Epicor ERP Sub-second propagation

DetectionDemandbase notifies Stacksync of record changes through webhook events. Subscription API webhooks - company firmographic, company news, family-tree (ownership), and person employment-change alerts to a configurable URL.

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

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

Rate-limit considerations

  • Demandbase: Credit-based per API call; bulk jobs accept up to 10,000 records per submission, CSV uploads up to 5GB, and result URLs stay valid 24 hours; subscription alerts page up to 5,000 entities and list endpoints up to 100 per page.
  • Epicor ERP: Subject to the platform's API rate limits and per-tenant throttling on Kinetic cloud deployments.
What ships with Demandbase ⇄ Epicor ERP

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Demandbase 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 Demandbase or Epicor ERP record.

Observability

Monitoring

Track your Demandbase ⇄ 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 Demandbase and Epicor ERP.

How the Demandbase and Epicor ERP connectors work

Demandbase

Integration surface
REST APIs (Demandbase One) - a B2B API (company/contact search, details, and match with async bulk enrichment jobs), a read-only Data Export API and a write-capable Data Import API (both async bulk jobs), and a Subscription API for webhook change alerts.
Authentication
JWT bearer tokens minted from Demandbase One API Key Sets at the platform level; each credential set expires after 8 hours and is rotated. Legacy single-user API tokens are deprecated.
Change detection
Subscription API webhooks - company firmographic, company news, family-tree (ownership), and person employment-change alerts to a configurable URL secured with a signing secret; bulk reads run as async export jobs (submit, poll, download). No log-based CDC.
Capabilities
read · write · webhooks
Rate limits
Credit-based per API call; bulk jobs accept up to 10,000 records per submission, CSV uploads up to 5GB, and result URLs stay valid 24 hours; subscription alerts page up to 5,000 entities and list endpoints up to 100 per page.

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

    Choose tables

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

Demandbase 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.

SOC 2 Type II
ISO 27001
HIPAA BAA
GDPR
CCPA
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:

Related integrations

Every pair below is a real-time, two-way sync. Search all 470 integrations available for Demandbase and Epicor ERP.

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