Skip to content
ERP ⇄ Business productivity

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

Keep Epicor ERP and Gainsight 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 Epicor ERP and Gainsight

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

The ERP holds the records the business is run on, and it is rarely where day-to-day work happens. Gainsight 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 Bridging them by hand, or by nightly file transfer, leaves each side out of date for hours at a time.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 Person (People), Relationship, CTA (Call to Action), Scorecard Fact in Gainsight with Purchase orders, Jobs, Quotes, AR invoices 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 Keep Relationship records aligned with a billing system or ERP so multi-product customers map to the correct contracts and invoices.
  • 02 Read Timeline Activities and Success Plan objectives into a reporting database for churn, QBR, and CSM-productivity dashboards.
  • 03 Sync shipment confirmations out to commerce platforms and customer portals as jobs complete.
  • 04 Sync Epicor customers and AR invoices into a CRM so sales sees order history and credit status without ERP logins.

Common sync patterns

Where Gainsight faces customers and Epicor ERP carries account records

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

Where Gainsight collects payments: transactions post through

Payment events sync into Epicor ERP as they occur, keeping the enterprise records current without manual entry.

Where Epicor ERP is the HR or people system of record

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

What you can sync between Epicor ERP and Gainsight

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.

Epicor ERP objects Gainsight objects How this pairing syncs
Quotes Estimates that pair with CRM opportunities during the sales cycle. Scorecard Fact Health scores and measures per Company or Relationship; usage metrics from a warehouse are written in so scores reflect live telemetry. Quotes is specific to Epicor ERP and Scorecard Fact to Gainsight — each maps to any object or custom field on the other side.
AR invoices Billing records surfaced in CRM or finance tools for collections visibility. Timeline Activity Logged calls, emails, and notes; usually read out into a reporting database for QBR and churn analysis. AR invoices is specific to Epicor ERP and Timeline Activity to Gainsight — each maps to any object or custom field on the other side.
Shipments Fulfillment confirmations synced to customer portals and commerce systems. Success Plan Account objectives with associated tasks; read out for reporting or synced with project tools tracking onboarding and adoption. Shipments is specific to Epicor ERP and Success Plan to Gainsight — each maps to any object or custom field on the other side.
Bills of materials Methods of manufacturing read for costing and planning integrations. Task and Playbook Cockpit tasks generated from CTAs and playbooks; synced with Jira or Asana so execution happens in the team's own tool. Bills of materials is specific to Epicor ERP and Task and Playbook to Gainsight — each maps to any object or custom field on the other side.
Customers Master records synced with CRM accounts so sales and the ERP agree on ownership and credit status. Custom Objects Org-specific MDA tables with the __gc suffix; discoverable via the Describe API so field mappings can be generated automatically. Customers is specific to Epicor ERP and Custom Objects to Gainsight — each maps to any object or custom field on the other side.
Suppliers Vendor masters kept aligned with procurement and AP automation tools. Company Customer/account master in Gainsight CS; two-way synced with CRM and warehouse customer tables to keep ARR, owner, and renewal fields aligned. Suppliers is specific to Epicor ERP and Company to Gainsight — each maps to any object or custom field on the other side.

How changes propagate between Epicor ERP and Gainsight

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.

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

Gainsight Epicor ERP Interval-based propagation

DetectionStacksync polls Gainsight for changes on an incremental schedule, reading only records changed since the previous pass. Polling on the ModifiedDate (GS Modified Date) system field, which is filterable and sortable on every object.

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

Rate-limit considerations

  • Epicor ERP: Subject to the platform's API rate limits and per-tenant throttling on Kinetic cloud deployments.
  • Gainsight: Synchronous APIs are capped near 100 calls/min and 50,000/day; the asynchronous Bulk API allows 10 calls/hour and 100/day. Both are fixed-window limits, and the applicable per-hour and per-day limits are returned in the x-ratelimit-limit response header.
What ships with Epicor ERP ⇄ Gainsight

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Epicor ERP or Gainsight 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 Epicor ERP or Gainsight record.

Observability

Monitoring

Track your Epicor ERP ⇄ Gainsight sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Epicor ERP and Gainsight.

How the Epicor ERP and Gainsight connectors work

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

Gainsight

Integration surface
REST APIs (per-object) and asynchronous Bulk REST API
Authentication
API access key passed in the 'accesskey' request header (non-expiring), generated by a Gainsight admin; M2M OAuth (Client ID/Secret) is also supported
Change detection
Polling on the ModifiedDate (GS Modified Date) system field, which is filterable and sortable on every object; Rules Engine Real-Time Rules can optionally push specific object events (e.g., a Company stage change) to an external endpoint
Capabilities
read · write
Rate limits
Synchronous APIs are capped near 100 calls/min and 50,000/day; the asynchronous Bulk API allows 10 calls/hour and 100/day. Both are fixed-window limits, and the applicable per-hour and per-day limits are returned in the x-ratelimit-limit response header.
How it works

How to connect Epicor ERP to Gainsight — 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 Epicor ERP and Gainsight 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
    Epicor ERP connected
    Gainsight connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Epicor ERP and Gainsight 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 · Epicor ERP ⇄ Gainsight
    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
    Epicor ERP Gainsight
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
Try interactive demo
FAQ

Epicor ERP and Gainsight 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 515 integrations available for Epicor ERP and Gainsight.

Popular · 8 of 515
All Epicor ERP integrations All Gainsight integrations Browse all integrations
Coworkers laughing in front of a laptop in a casual office setting

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

Book a demo Tour the platform on your own