Skip to content
Storage ⇄ ERP

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

Keep Egnyte 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.

  • SOC 2 and 6 other compliance frameworks
  • POC with real engineers in minutes

Adopted by fast-scaling companies moving mission-critical data in real time

Case study
Migrated from MuleSoft
Case study
Migrated from Celigo
Migrated from Heroku Connect
Migrated from Matillion
Case study
Migrated from Fivetran
Case study
Migrated from Celigo
Why teams connect Egnyte and Epicor ERP

Move the documents and data that Epicor ERP produces into Egnyte as files, and let files stored in Egnyte update the records they belong to in Epicor ERP, continuously and without exports or manual filing.

Epicor ERP runs the business on structured records: Quotes, AR invoices, Shipments, Bills of materials. Egnyte holds files and the metadata that describes them: Metadata, Events and Audit reports, Files, Folders. The two do not share a customer table or an order ledger. What they share is documents. Nearly every record Epicor ERP touches produces a file that belongs in storage, whether an invoice, a purchase order, a statement, or a shipping doc, and many files that land in Egnyte, from signed contracts to vendor bills to receipts, describe a transaction Epicor ERP needs to record. Left unconnected, that link is maintained by hand: someone exports a PDF and drags it into a folder, or downloads a file and keys its details into a record.

Stacksync keeps Quotes, AR invoices, Shipments, Bills of materials in Epicor ERP and Metadata, Events and Audit reports, Files, Folders in Egnyte in sync, bi-directionally and in real time. A document and its details, the customer, the type, the date, an amount, an order or invoice number, are mapped field by field, so a file arrives in Egnyte already labeled and filed, and metadata captured against a stored file can create or update the matching record in Epicor ERP. Changes on either side show up within seconds, with conflict resolution in place of nightly exports and manual filing.

The result is that a transaction and the document that backs it stay together. Finance, operations, and audit teams find the file behind a record without digging through folders, and the record in Epicor ERP and the file in Egnyte never describe two different versions of the same document.

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 Stream Egnyte audit Events (file, login, permission, and Link changes) into a warehouse or SIEM for compliance and governance reporting.
  • 04 Provision and deprovision Egnyte Users and Groups from an HRIS or IdP so folder access follows employee onboarding and offboarding.

Common sync patterns

Where Egnyte captures inbound files: details reach the record

A contract, vendor bill, or receipt added to Egnyte with its details can create or update the matching record in Epicor ERP, so a document captured outside the finance system still reaches the books.

An archive that stays current

As records change in Epicor ERP, the corresponding files and metadata in Egnyte are kept in step, so a stored document reflects the latest version rather than a stale one-time export.

Audit-ready retention

Every transaction's supporting file lives in Egnyte beside its metadata, giving finance and audit teams a complete, searchable trail tied back to the record in Epicor ERP.

What you can sync between Egnyte 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.

Egnyte objects Epicor ERP objects How this pairing syncs
Events and Audit reports File, login, permission, and sharing activity read via the Events API and Audit Reporting API; consumed read-only for compliance. Suppliers Vendor masters kept aligned with procurement and AP automation tools. Events and Audit reports is specific to Egnyte and Suppliers to Epicor ERP — each maps to any object or custom field on the other side.
Files File content managed via the fs-content endpoint (upload/download, chunked for large files); synced two-way with other stores. Parts Item masters that anchor inventory, BOM, and order line syncs. Files is specific to Egnyte and Parts to Epicor ERP — each maps to any object or custom field on the other side.
Folders Folder hierarchy managed via the fs endpoint (create, move, rename, delete); the tree structure is mirrored during sync. Sales orders Created from won CRM opportunities; status and line changes sync back out. Folders is specific to Egnyte and Sales orders to Epicor ERP — each maps to any object or custom field on the other side.
Users Accounts managed via the Users API; provisioned, updated, and deactivated in sync with an HRIS or identity provider. Purchase orders Synced with procurement systems and matched against receipts. Users is specific to Egnyte and Purchase orders to Epicor ERP — each maps to any object or custom field on the other side.
Groups Groups and membership managed via the Groups API; kept aligned with directory or IdP groups that drive folder access. Jobs Production jobs whose status feeds shop-floor dashboards and delivery-date updates. Groups is specific to Egnyte and Jobs to Epicor ERP — each maps to any object or custom field on the other side.
Permissions Folder permissions listed, set, and removed via the Permissions API; effective permission for a user/folder is computable. Quotes Estimates that pair with CRM opportunities during the sales cycle. Permissions is specific to Egnyte and Quotes to Epicor ERP — each maps to any object or custom field on the other side.

How changes propagate between Egnyte 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.

Egnyte Epicor ERP Sub-second propagation

DetectionEgnyte notifies Stacksync of record changes through webhook events. Events API polled with an incremental cursor (Egnyte recommends an interval of 5 minutes or more), or Webhooks push notifications for fs, metadata,.

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

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

Rate-limit considerations

  • Egnyte: Auto-generated keys default to 2 requests/second and 1,000 requests/day, enforced per access token; monitor X-Accesstoken-Qps-Current/Allotted and X-Accesstoken-Quota-Current headers; higher limits on request.
  • Epicor ERP: Subject to the platform's API rate limits and per-tenant throttling on Kinetic cloud deployments.
What ships with Egnyte ⇄ Epicor ERP

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Egnyte 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 Egnyte or Epicor ERP record.

Observability

Monitoring

Track your Egnyte ⇄ 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 Egnyte and Epicor ERP.

How the Egnyte and Epicor ERP connectors work

Egnyte

Integration surface
REST Public API (pubapi/v1) with File System, Users, Groups, Permissions, Links, Metadata, Events, and Webhooks endpoints
Authentication
OAuth 2.0 scoped access tokens (Authorization Code or Implicit for partner apps, Resource Owner Password for internal apps, Refresh Token flow); token sent in the Authorization header
Change detection
Events API polled with an incremental cursor (Egnyte recommends an interval of 5 minutes or more), or Webhooks push notifications for fs, metadata, permission, and comment events
Capabilities
read · write · webhooks
Rate limits
Auto-generated keys default to 2 requests/second and 1,000 requests/day, enforced per access token; monitor X-Accesstoken-Qps-Current/Allotted and X-Accesstoken-Quota-Current headers; higher limits on request

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

    Choose tables

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

Egnyte 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 501 integrations available for Egnyte and Epicor ERP.

Popular · 7 of 501
Coworkers laughing in front of a laptop in a casual office setting

Your last integration took months.
Your next one takes a prompt.