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Business productivity ⇄ ERP

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

Keep Docusign 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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Why teams connect Docusign and Epicor ERP

Bridge the tools people work in and the system the business runs on: real-time, two-way sync between Docusign and Epicor ERP.

The ERP holds the records the business is run on, and it is rarely where day-to-day work happens. Docusign is closer to the work, and the two often need the same facts about the same people, organizations, and transactions. Bridging them by hand, or by nightly file transfer, leaves each side out of date for hours at a time.

Stacksync syncs Tabs (form fields), Envelope Custom Fields, Folders, Users in Docusign with Parts, Sales orders, Purchase orders, Jobs in Epicor ERP bi-directionally and in real time, with field-level mapping and rules for which system wins on conflict. Changes made where the work happens reach the system of record within seconds, and the reverse.

Common use cases

  • 01 Sync completed Envelopes and their Recipients status into Postgres so operations teams track signature progress and turnaround in SQL without logging into Docusign.
  • 02 Create and send an Envelope from a Template when a CRM Opportunity reaches closed-won, then write the returned envelopeId and status back onto the record.
  • 03 Sync Epicor customers and AR invoices into a CRM so sales sees order history and credit status without ERP logins.
  • 04 Push won opportunities from the CRM into Epicor as sales orders and sync order status back.

Common sync patterns

Where Epicor ERP is the HR or people system of record

Worker and organization data from Epicor ERP stays current in Docusign, so the tools people use daily reflect the org as it actually is.

Master data corrections travel

A customer, supplier, or contact detail corrected in either system updates the other, ending duplicate maintenance.

Where Docusign faces customers and Epicor ERP carries account records

Order, invoice, or account status from Epicor ERP appears alongside the customer in Docusign, so front-line teams answer from live data.

What you can sync between Docusign 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.

Docusign objects Epicor ERP objects How this pairing syncs
Folders Containers such as Inbox, Sent, and Draft plus custom folders; listed and moved to organize envelopes and drive reporting queries. Bills of materials Methods of manufacturing read for costing and planning integrations. Folders is specific to Docusign and Bills of materials to Epicor ERP — each maps to any object or custom field on the other side.
Users Account members and senders; the eSignature Users resource exposes them for attribution and reporting, while bulk org-wide user provisioning uses the separate Admin API. Customers Master records synced with CRM accounts so sales and the ERP agree on ownership and credit status. Users is specific to Docusign and Customers to Epicor ERP — each maps to any object or custom field on the other side.
Envelopes The core container for a signature request — documents, recipients, routing, and status; read status and metadata two-way, and create/send new envelopes. Suppliers Vendor masters kept aligned with procurement and AP automation tools. Envelopes is specific to Docusign and Suppliers to Epicor ERP — each maps to any object or custom field on the other side.
Recipients Signers, carbon copies, and agents on an envelope, each with a routing order and status; read recipient progress, write recipient lists when an envelope is created. Parts Item masters that anchor inventory, BOM, and order line syncs. Recipients is specific to Docusign and Parts to Epicor ERP — each maps to any object or custom field on the other side.
Documents The PDF files inside an envelope plus the certificate of completion; read signed output out to a store, or supply source documents on create. Sales orders Created from won CRM opportunities; status and line changes sync back out. Documents is specific to Docusign and Sales orders to Epicor ERP — each maps to any object or custom field on the other side.
Templates Reusable envelope definitions with predefined recipients and tab placement; read to map fields and referenced by ID to generate new envelopes. Purchase orders Synced with procurement systems and matched against receipts. Templates is specific to Docusign and Purchase orders to Epicor ERP — each maps to any object or custom field on the other side.

How changes propagate between Docusign 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.

Docusign Epicor ERP Sub-second propagation

DetectionDocusign notifies Stacksync of record changes through webhook events. Docusign Connect webhooks push envelope and recipient status-change events in real time.

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

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

Rate-limit considerations

  • Docusign: Default 3,000 API requests per hour per account across all integrations, plus a burst limit of 500 calls per 30-second window; usage is exposed via the RateLimit and BurstLimit response headers.
  • Epicor ERP: Subject to the platform's API rate limits and per-tenant throttling on Kinetic cloud deployments.
What ships with Docusign ⇄ Epicor ERP

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Docusign 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 Docusign or Epicor ERP record.

Observability

Monitoring

Track your Docusign ⇄ 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 Docusign and Epicor ERP.

How the Docusign and Epicor ERP connectors work

Docusign

Integration surface
eSignature REST API v2.1 (plus Docusign Connect webhooks; separate CLM, Rooms, and Admin APIs)
Authentication
OAuth 2.0 — Authorization Code Grant for interactive apps, or JWT Grant (RSA key pair with user impersonation) for server-to-server integrations
Change detection
Docusign Connect webhooks push envelope and recipient status-change events in real time; polling is the fallback and is limited to once every 15 minutes per envelope
Capabilities
read · write · webhooks
Rate limits
Default 3,000 API requests per hour per account across all integrations, plus a burst limit of 500 calls per 30-second window; usage is exposed via the RateLimit and BurstLimit response headers
Docusign 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 Docusign 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 Docusign 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
    Docusign connected
    Epicor ERP connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

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

Docusign 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 515 integrations available for Docusign and Epicor ERP.

Popular · 6 of 515
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