Skip to content
ERP ⇄ Analytics

Epicor ERP to Microsoft Power Bi integration — real-time data sync

Keep Epicor ERP and Microsoft Power Bi 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 Microsoft Power Bi

Put Epicor ERP's records into Microsoft Power Bi as live data for reporting and dashboards, without nightly exports, and send the segments and metrics Microsoft Power Bi computes back where Epicor ERP can use them.

Microsoft Power Bi 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 Microsoft Power Bi — without exports, scripts, or schedulers.

ERP data is some of the most requested data for analysis and some of the hardest to pull: the record types are many, the APIs are strict, and export jobs break on every upgrade. Whether Epicor ERP carries financials, operations, workforce data, or all three, those numbers belong in Microsoft Power Bi, next to the product, behavioral, and web data the team already measures.

Common use cases

  • 01 Read Users and workspace access for periodic access reviews reconciled against an HR or Microsoft Entra ID source of record.
  • 02 Mirror Workspaces, Reports, Dashboards, and Dataset metadata into a catalog database so teams discover Power BI content from a central index.
  • 03 Mirror parts, on-hand inventory, and job status into a reporting database for shop-floor dashboards.
  • 04 Keep supplier and purchase order data synced with procurement or AP automation tools.

Common sync patterns

Where Epicor ERP is the HR system of record: workforce and cost analysis

Worker and organization data from Epicor ERP syncs into Microsoft Power Bi for headcount, cost, and utilization reporting alongside other company data.

Write-back where Epicor ERP exposes writable fields: segments and scores return

Segments, scores, or metrics computed in Microsoft Power Bi sync onto the matching records in Epicor ERP, so operations act on what the analysis found.

Where Epicor ERP holds the books: revenue and finance dashboards from live data

Financial records from Epicor ERP land in Microsoft Power Bi as they change, so revenue, margin, and spend dashboards read current figures rather than last night's export.

What you can sync between Epicor ERP and Microsoft Power Bi

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 Microsoft Power Bi objects How this pairing syncs
Quotes Estimates that pair with CRM opportunities during the sales cycle. Datasources and Gateways The connections behind datasets and dataflows and the on-premises gateways serving them, read via REST for lineage and dependency mapping. Quotes is specific to Epicor ERP and Datasources and Gateways to Microsoft Power Bi — 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. Refresh History Dataset refresh runs read via GET /datasets/{id}/refreshes, including status, type, and timing, to alert on failed or slow scheduled refreshes. AR invoices is specific to Epicor ERP and Refresh History to Microsoft Power Bi — each maps to any object or custom field on the other side.
Shipments Fulfillment confirmations synced to customer portals and commerce systems. Workspaces (Groups) Containers for content read via GET /groups (tenant-wide via GET /admin/groups); mirrored to reproduce the tenant's content hierarchy in a catalog. Shipments is specific to Epicor ERP and Workspaces (Groups) to Microsoft Power Bi — each maps to any object or custom field on the other side.
Bills of materials Methods of manufacturing read for costing and planning integrations. Activity Events (Audit Log) Admin audit log of user and content actions read via GET /admin/activityevents; loaded for security, access, and usage reporting across the tenant. Bills of materials is specific to Epicor ERP and Activity Events (Audit Log) to Microsoft Power Bi — 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. Users and Access Workspace users and roles read via GET /groups/{id}/users or the admin scanner APIs; read for access reviews and identity reconciliation against an IdP. Customers is specific to Epicor ERP and Users and Access to Microsoft Power Bi — each maps to any object or custom field on the other side.
Suppliers Vendor masters kept aligned with procurement and AP automation tools. Datasets (Semantic Models) Tabular models behind reports; their rows are read with DAX via POST datasets/{id}/executeQueries, and datasource and refresh metadata via REST list endpoints. Suppliers is specific to Epicor ERP and Datasets (Semantic Models) to Microsoft Power Bi — each maps to any object or custom field on the other side.

How changes propagate between Epicor ERP and Microsoft Power Bi

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 Microsoft Power Bi 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.

DeliveryMicrosoft Power Bi does not accept inbound record writes, so this direction carries requests rather than records: Microsoft Power Bi's output flows back as field updates on the originating Epicor ERP records.

Microsoft Power Bi Epicor ERP Interval-based propagation

DetectionStacksync polls Microsoft Power Bi for changes on an incremental schedule, reading only records changed since the previous pass. Pull-based: no webhooks or change-data-capture.

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.
  • Microsoft Power Bi: Endpoints throttle per user and per app and return HTTP 429 with a Retry-After header. Execute Queries allows up to 120 requests per minute per user and caps a query at 100,000 rows (or 1,000,000 values) and 15 MB; admin scanner metadata APIs are limited to about 500 requests per hour with 16 concurrent.
What ships with Epicor ERP ⇄ Microsoft Power Bi

Connect Epicor ERP and Microsoft Power Bi for flexible, real-time data sync.

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

Real-time

Real-time sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Epicor ERP or Microsoft Power Bi 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 Microsoft Power Bi record.

Observability

Monitoring

Track your Epicor ERP ⇄ Microsoft Power Bi 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 Microsoft Power Bi.

How the Epicor ERP and Microsoft Power Bi 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

Microsoft Power Bi

Integration surface
Power BI REST API, including the Execute Queries (DAX) endpoint and admin scanner APIs; a read-write XMLA endpoint is available on Premium, Premium-Per-User, and Fabric capacity.
Authentication
Microsoft Entra ID (Azure AD) OAuth 2.0 bearer tokens. Supports delegated user tokens and app-only service principals; service principals must be enabled under the tenant's Developer settings and granted workspace access. Tenant-wide admin reads require the Tenant.Read.All scope.
Change detection
Pull-based: no webhooks or change-data-capture. Content is polled via REST list endpoints, dataset changes are inferred from Refresh History and the admin Activity Events audit log, and the scanner API's GetModifiedWorkspaces reports workspaces changed since a given time.
Capabilities
read
Rate limits
Endpoints throttle per user and per app and return HTTP 429 with a Retry-After header. Execute Queries allows up to 120 requests per minute per user and caps a query at 100,000 rows (or 1,000,000 values) and 15 MB; admin scanner metadata APIs are limited to about 500 requests per hour with 16 concurrent.
How it works

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

    Choose tables

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

Epicor ERP and Microsoft Power Bi 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
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 442 integrations available for Epicor ERP and Microsoft Power Bi.

Popular · 7 of 442
All Epicor ERP integrations All Microsoft Power Bi 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