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ERP ⇄ Marketing

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

Keep Epicor ERP and Marketo 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 Epicor ERP and Marketo

Feed the real customer, order, and revenue records from Epicor ERP into Marketo 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: Jobs, Quotes, AR invoices, Shipments 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 Jobs, Quotes, AR invoices, Shipments in Epicor ERP with Smart Campaigns, Leads, Companies, Opportunities and Opportunity Roles in Marketo 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 Marketo 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 Marketo 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 Mirror parts, on-hand inventory, and job status into a reporting database for shop-floor dashboards.
  • 02 Keep supplier and purchase order data synced with procurement or AP automation tools.
  • 03 Add or remove Leads on Static Lists or set Program Member status from lifecycle stage computed downstream, then run a trigger Smart Campaign against them.
  • 04 Sync Opportunities and Opportunity Roles into Marketo so revenue and pipeline data can drive account-aware nurture and reporting.

Common sync patterns

Suppress or target existing customers

Because Epicor ERP knows who is already a paying customer, Marketo can exclude them from acquisition campaigns or single them out for renewal and cross-sell.

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

What you can sync between Epicor ERP and Marketo

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 Marketo objects How this pairing syncs
Bills of materials Methods of manufacturing read for costing and planning integrations. Leads Core person records (called Leads/People), deduped on email address by default or a configured dedupe field; read via GET /rest/v1/leads.json with a filterType, upserted via POST /rest/v1/leads.json (action createOrUpdate/createOnly/updateOnly), bulk-imported via CSV through POST /bulk/v1/leads.json, and bulk-exported via /bulk/v1/leads/export/create.json. Bills of materials is specific to Epicor ERP and Leads to Marketo — 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. Companies Company records linked to Leads via a company link field; read and upserted through /rest/v1/companies.json, typically mastered in a CRM or ERP and written into Marketo for account context. Customers is specific to Epicor ERP and Companies to Marketo — each maps to any object or custom field on the other side.
Suppliers Vendor masters kept aligned with procurement and AP automation tools. Opportunities and Opportunity Roles Revenue objects synced via /rest/v1/opportunities.json and /rest/v1/opportunities/roles.json; roles associate an opportunity with a Lead, so pipeline data can drive nurture and scoring. Suppliers is specific to Epicor ERP and Opportunities and Opportunity Roles to Marketo — each maps to any object or custom field on the other side.
Parts Item masters that anchor inventory, BOM, and order line syncs. Custom Objects Auxiliary data tables described via /rest/v1/customobjects.json and read/written via /rest/v1/customobjects/{apiName}.json, linked to Leads by a dedupe/link field so campaigns branch on records like purchases or subscriptions. Parts is specific to Epicor ERP and Custom Objects to Marketo — each maps to any object or custom field on the other side.
Sales orders Created from won CRM opportunities; status and line changes sync back out. Activities and Lead Changes Engagement feed (opens, clicks, form fills, Data Value Changes) read via GET /rest/v1/activities.json using a paging token from /rest/v1/activities/pagingtoken.json (sinceDatetime), plus Get Lead Changes and Get Deleted Leads; read-only, also available via async Bulk Activity Extract. Sales orders is specific to Epicor ERP and Activities and Lead Changes to Marketo — each maps to any object or custom field on the other side.
Purchase orders Synced with procurement systems and matched against receipts. Static Lists Named static lists; read via /rest/v1/lists.json, with Leads added or removed via POST and DELETE on /rest/v1/lists/{listId}/leads.json to control campaign membership from lifecycle logic computed downstream. Purchase orders is specific to Epicor ERP and Static Lists to Marketo — each maps to any object or custom field on the other side.

How changes propagate between Epicor ERP and Marketo

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 Marketo 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 Marketo through its API, with automatic retries and rate-limit backoff.

Marketo Epicor ERP Interval-based propagation

DetectionStacksync polls Marketo for changes on an incremental schedule, reading only records changed since the previous pass. Polling: Get Lead Changes and Get Lead Activities from a paging token seeded by a sinceDatetime, plus Get Deleted Leads, or Bulk Extract filtered on.

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.
  • Marketo: Interactive calls are capped at 100 per 20 seconds (error 606) and a maximum of 10 concurrent calls (error 615) per instance, neither increasable; a default daily quota of 50,000 calls (increasable, resets midnight CST) applies. Bulk Extract shares a 500 MB/day export quota across data types with at most 2 concurrent jobs and 10 queued.
What ships with Epicor ERP ⇄ Marketo

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Epicor ERP or Marketo 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 Marketo record.

Observability

Monitoring

Track your Epicor ERP ⇄ Marketo 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 Marketo.

How the Epicor ERP and Marketo 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

Marketo

Integration surface
Marketo REST API (JSON over HTTPS) for Leads, Companies, Opportunities, Custom Objects, Activities, Lists, Programs, and Campaigns, plus an asynchronous Bulk Import (leads) and Bulk Extract (leads/activities/program members/custom objects) API and an Asset REST API for emails, forms, and landing pages
Authentication
OAuth 2.0 client_credentials (2-legged): GET the Identity URL /oauth/token?grant_type=client_credentials with a Custom Service client_id and client_secret to receive an access token valid for 3600 seconds, then send it as Authorization: Bearer on each call. The instance base URL is https://{munchkinId}.mktorest.com; passing the token as an access_token query parameter is deprecated (removal July 31, 2026).
Change detection
Polling: Get Lead Changes and Get Lead Activities from a paging token seeded by a sinceDatetime, plus Get Deleted Leads, or Bulk Extract filtered on createdAt/updatedAt. Marketo's Webhooks are Smart Campaign flow-step outbound HTTP calls to a URL, not a general record-change subscription, so there is no push feed of arbitrary CRUD.
Capabilities
read · write
Rate limits
Interactive calls are capped at 100 per 20 seconds (error 606) and a maximum of 10 concurrent calls (error 615) per instance, neither increasable; a default daily quota of 50,000 calls (increasable, resets midnight CST) applies. Bulk Extract shares a 500 MB/day export quota across data types with at most 2 concurrent jobs and 10 queued.
How it works

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

    Choose tables

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

Epicor ERP and Marketo 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 470 integrations available for Epicor ERP and Marketo.

Popular · 7 of 470
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