Skip to content
ERP ⇄ Business productivity

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

Keep Epicor ERP and Monday 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 Monday

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

The ERP holds the records the business is run on, and it is rarely where day-to-day work happens. Monday 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 Bridging them by hand, or by nightly file transfer, leaves each side out of date for hours at a time.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 Boards, Items, Subitems, Column values in Monday with Customers, Suppliers, Parts, Sales orders 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 Two-way sync of Items and their Column values between a monday.com board and Postgres so ops teams work in SQL while project owners stay in monday.com.
  • 02 Write closed deals or provisioning records from a CRM or ERP into monday.com Items to kick off delivery and onboarding boards.
  • 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 Monday faces customers and Epicor ERP carries account records

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

Where Epicor ERP is the HR or people system of record

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

Master data corrections travel

A customer, supplier, or contact detail corrected in either system updates the other, ending duplicate maintenance.

What you can sync between Epicor ERP and Monday

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 Monday objects How this pairing syncs
Parts Item masters that anchor inventory, BOM, and order line syncs. Users Account members referenced by people columns; read to resolve owner and assignee IDs to names and emails. Parts is specific to Epicor ERP and Users to Monday — 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. Workspaces Top-level containers that hold boards; used to scope which boards a given sync covers. Sales orders is specific to Epicor ERP and Workspaces to Monday — each maps to any object or custom field on the other side.
Purchase orders Synced with procurement systems and matched against receipts. Boards Table-like containers that hold items; each board maps to a synced table, and its columns define the field mapping. Purchase orders is specific to Epicor ERP and Boards to Monday — each maps to any object or custom field on the other side.
Jobs Production jobs whose status feeds shop-floor dashboards and delivery-date updates. Items Rows within a board and the primary record; synced two-way and created, updated, archived, or deleted via GraphQL mutations. Jobs is specific to Epicor ERP and Items to Monday — each maps to any object or custom field on the other side.
Quotes Estimates that pair with CRM opportunities during the sales cycle. Subitems Nested rows under items, stored on a separate hidden board; synced as a child table linked to the parent item. Quotes is specific to Epicor ERP and Subitems to Monday — 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. Column values Typed fields (status, date, people, numbers, connect-boards); polymorphic JSON usually written together via change_multiple_column_values. AR invoices is specific to Epicor ERP and Column values to Monday — each maps to any object or custom field on the other side.

How changes propagate between Epicor ERP and Monday

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

Monday Epicor ERP Sub-second propagation

DetectionMonday notifies Stacksync of record changes through webhook events. Board-scoped webhooks (create_item, change_column_value, item_deleted, and similar) for real-time events.

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.
  • Monday: Complexity-budget limits: a single query caps at 5M complexity points and ~10M points/min per user token (1M on trial/free) over a sliding 60s window.
What ships with Epicor ERP ⇄ Monday

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Epicor ERP or Monday 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 Monday record.

Observability

Monitoring

Track your Epicor ERP ⇄ Monday 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 Monday.

How the Epicor ERP and Monday 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

Monday

Integration surface
GraphQL API (single endpoint, api.monday.com/v2)
Authentication
OAuth 2.0 for installed apps, or a per-user personal API token (admin/member scope); a date-based API version is sent via request header
Change detection
Board-scoped webhooks (create_item, change_column_value, item_deleted, and similar) for real-time events; polling falls back to the item updated_at field
Capabilities
read · write · webhooks
Rate limits
Complexity-budget limits: a single query caps at 5M complexity points and ~10M points/min per user token (1M on trial/free) over a sliding 60s window
Monday setup guide
How it works

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

    Choose tables

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

Epicor ERP and Monday 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 Monday.

Popular · 7 of 515
All Epicor ERP integrations All Monday 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