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CRM ⇄ ERP

Dun And Bradstreet to Epicor ERP integration — real-time data sync

Keep Dun And Bradstreet 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 Dun And Bradstreet and Epicor ERP

Flow Dun And Bradstreet data into Epicor ERP in real time — no exports, no schedulers, no custom scripts.

Dun And Bradstreet is a read-only source: Stacksync reads its data in real time and delivers it into Epicor ERP, so Epicor ERP always reflects the current state of Dun And Bradstreet — without exports, scripts, or schedulers.

Dun And Bradstreet 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.

Common use cases

  • 01 Build target-account lists with Criteria Search and land the resulting DUNS plus firmographics in a database for outbound and TAM analysis.
  • 02 Poll D&B Monitoring notifications for a registered portfolio of key accounts and suppliers and update the CRM or warehouse record whenever a firmographic or risk score changes.
  • 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 handles order-to-cash: closed-won flows through

A deal won in Dun And Bradstreet 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 Dun And Bradstreet, so reps see balances before promising the next order.

One customer master

Where both systems keep customer or organization records, corrections in either propagate to the other, ending dual maintenance.

What you can sync between Dun And Bradstreet 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.

Dun And Bradstreet objects Epicor ERP objects How this pairing syncs
Principals & Contacts (Data Block) Company officers, executives, and contacts tied to a D-U-N-S Number; read-only enrichment used to populate CRM contact and account-owner fields. Parts Item masters that anchor inventory, BOM, and order line syncs. Principals & Contacts (Data Block) is specific to Dun And Bradstreet and Parts to Epicor ERP — each maps to any object or custom field on the other side.
Company Hierarchy & Connections (Family Tree) Parent, subsidiary, branch, and global-ultimate DUNS relationships; read-only, used to build account hierarchies and corporate-family rollups. Sales orders Created from won CRM opportunities; status and line changes sync back out. Company Hierarchy & Connections (Family Tree) is specific to Dun And Bradstreet and Sales orders to Epicor ERP — each maps to any object or custom field on the other side.
Financial Strength & Risk Insight (Data Block) D&B risk and credit signals - D&B Rating, PAYDEX, Failure Score, Delinquency Score, Viability - keyed by D-U-N-S Number; read-only. Purchase orders Synced with procurement systems and matched against receipts. Financial Strength & Risk Insight (Data Block) is specific to Dun And Bradstreet and Purchase orders to Epicor ERP — each maps to any object or custom field on the other side.
Identity Resolution (Match / cleanseMatch) Sends a company name and address and returns ranked candidate DUNS with confidence codes and a MatchGrade; read-only scored match, not an exact lookup. Jobs Production jobs whose status feeds shop-floor dashboards and delivery-date updates. Identity Resolution (Match / cleanseMatch) is specific to Dun And Bradstreet and Jobs to Epicor ERP — each maps to any object or custom field on the other side.
Criteria Search Query companies by firmographic criteria (industry, geography, size) and get back a list of D-U-N-S Numbers to enrich; read-only list building. Quotes Estimates that pair with CRM opportunities during the sales cycle. Criteria Search is specific to Dun And Bradstreet and Quotes to Epicor ERP — each maps to any object or custom field on the other side.
Monitoring Notifications Change notices for a registered portfolio of DUNS; read-only feed pulled from the notifications endpoint (retained ~60 days) or delivered as bundled push. AR invoices Billing records surfaced in CRM or finance tools for collections visibility. Monitoring Notifications is specific to Dun And Bradstreet and AR invoices to Epicor ERP — each maps to any object or custom field on the other side.

How changes propagate between Dun And Bradstreet 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.

Dun And Bradstreet Epicor ERP Interval-based propagation

DetectionStacksync polls Dun And Bradstreet for changes on an incremental schedule, reading only records changed since the previous pass. Polling via D&B Monitoring - register a portfolio of DUNS and pull change notices from the notifications endpoint (retained ~60 days).

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

Epicor ERP Dun And Bradstreet 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.

DeliveryDun And Bradstreet does not accept inbound record writes, so this direction carries requests rather than records: Dun And Bradstreet's output flows back as field updates on the originating Epicor ERP records.

Rate-limit considerations

  • Dun And Bradstreet: Per-contract transactions-per-second cap plus weekly/monthly/yearly quotas; exceeding TPS returns HTTP 429 with error 0045/0046 (0047 on spike arrest). Quotas reset on UTC boundaries.
  • Epicor ERP: Subject to the platform's API rate limits and per-tenant throttling on Kinetic cloud deployments.
What ships with Dun And Bradstreet ⇄ Epicor ERP

Connect Dun And Bradstreet and Epicor ERP for flexible, real-time data sync.

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

Real-time

Real-time sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Dun And Bradstreet 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 Dun And Bradstreet or Epicor ERP record.

Observability

Monitoring

Track your Dun And Bradstreet ⇄ 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 Dun And Bradstreet and Epicor ERP.

How the Dun And Bradstreet and Epicor ERP connectors work

Dun And Bradstreet

Integration surface
D&B Direct+ REST API (plus.dnb.com) - capability groups for Identity Resolution (Match), Search, Enrich (Data Blocks by D-U-N-S Number), Multi-Process, Data File/Batch, and Monitoring
Authentication
OAuth 2.0 client-credentials: Base-auth a consumer key/secret to POST /v3/token for a bearer token; access tokens expire after 24 hours.
Change detection
Polling via D&B Monitoring - register a portfolio of DUNS and pull change notices from the notifications endpoint (retained ~60 days). Bundled push delivery is configured with your D&B rep; there is no standard HTTP webhook and no log-based CDC.
Capabilities
read
Rate limits
Per-contract transactions-per-second cap plus weekly/monthly/yearly quotas; exceeding TPS returns HTTP 429 with error 0045/0046 (0047 on spike arrest). Quotas reset on UTC boundaries.

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 Dun And Bradstreet 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 Dun And Bradstreet 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
    Dun And Bradstreet connected
    Epicor ERP connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

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

Dun And Bradstreet and Epicor ERP integration FAQ

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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

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