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ERP ⇄ Human resources

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

Keep Epicor ERP and Namely 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 Namely

Sync the workers, org structure, and cost centers that Epicor ERP and Namely share in real time, so the people Namely manages stay current in the system that runs finance and operations.

Namely is the system of record for people: who was hired, which department and location they sit in, who they report to, and how they are paid. Epicor ERP runs finance and operations, and much of what it does depends on that same information, from booking labor cost to approving an expense report to staffing a project. Where the two are bridged by re-keying or an overnight file, each side spends the day out of step, with new hires missing from the systems they need and leavers still active where they should not be.

Stacksync syncs Purchase orders, Jobs, Quotes, AR invoices in Epicor ERP with Reports, Profile Fields, Events, Profiles in Namely field by field, in real time, and in both directions. You decide which system owns which fields, so the people side stays authoritative for worker data while Epicor ERP keeps its own accounting and operational detail, and every change made in one is reflected in the other within seconds instead of at the next batch run.

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 Feed Namely Reports as JSON into a database on a schedule for roster, turnover, and diversity dashboards without manual CSV exports.
  • 04 Provision or deprovision accounts in an IdP or directory when a Profile's user_status or start_date changes, and write the resulting user ID and email back onto the Profile.

Common sync patterns

Where Namely is the worker system of record: one employee master

When a worker is hired, moved, or offboarded in Namely, the matching employee record in Epicor ERP is created, updated, or deactivated, so the business system reflects the workforce as it actually is.

New hires ready to transact in Epicor ERP

A new person set up in Namely becomes an employee record in Epicor ERP in time to submit expenses, enter time, or approve a purchase, without waiting on manual setup.

One org structure

Departments, cost centers, and locations that both systems reference stay in agreement, so labor cost, approvals, and reporting in Epicor ERP roll up to the same structure Namely maintains.

What you can sync between Epicor ERP and Namely

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 Namely objects How this pairing syncs
Jobs Production jobs whose status feeds shop-floor dashboards and delivery-date updates. Job Titles Job title definitions; read and written so titles stay aligned with an HRIS, directory, or reporting dimension. Jobs is specific to Epicor ERP and Job Titles to Namely — each maps to any object or custom field on the other side.
Quotes Estimates that pair with CRM opportunities during the sales cycle. Job Tiers Leveling hierarchy grouping zero-to-many Job Titles; read to map seniority into warehouse dimension tables. Quotes is specific to Epicor ERP and Job Tiers to Namely — 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. Groups Departments and locations that organize Profiles; synced to keep org structure aligned with a warehouse or IdP. AR invoices is specific to Epicor ERP and Groups to Namely — each maps to any object or custom field on the other side.
Shipments Fulfillment confirmations synced to customer portals and commerce systems. Teams Teams and team categories a Profile belongs to; read and written for org-chart and provisioning workflows. Shipments is specific to Epicor ERP and Teams to Namely — each maps to any object or custom field on the other side.
Bills of materials Methods of manufacturing read for costing and planning integrations. Reports Saved Namely reports returned as JSON snapshots that update instantly; read-only feeds for headcount and roster analytics. Bills of materials is specific to Epicor ERP and Reports to Namely — 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. Profile Fields Metadata describing standard and company-defined custom field sections; read to discover schema and generate mappings. Customers is specific to Epicor ERP and Profile Fields to Namely — each maps to any object or custom field on the other side.

How changes propagate between Epicor ERP and Namely

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

Namely Epicor ERP Interval-based propagation

DetectionStacksync polls Namely for changes on an incremental schedule, reading only records changed since the previous pass. No webhooks.

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.
  • Namely: Namely's public docs do not publish a fixed request quota; the REST API returns standard HTTP status codes, so integrations should throttle and back off on 429/5xx responses.
What ships with Epicor ERP ⇄ Namely

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Epicor ERP or Namely 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 Namely record.

Observability

Monitoring

Track your Epicor ERP ⇄ Namely 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 Namely.

How the Epicor ERP and Namely 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

Namely

Integration surface
REST API (JSON over HTTPS)
Authentication
OAuth 2.0 authorization-code grant, or a personal access token sent as a Bearer token; all calls run over HTTPS against https://{subdomain}.namely.com/api/v1
Change detection
No webhooks; integrations poll GET endpoints and compare the updated_at / created_at timestamps on Profiles and related objects to detect changes
Capabilities
read · write
Rate limits
Namely's public docs do not publish a fixed request quota; the REST API returns standard HTTP status codes, so integrations should throttle and back off on 429/5xx responses.
How it works

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

    Choose tables

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

Epicor ERP and Namely 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 407 integrations available for Epicor ERP and Namely.

Popular · 7 of 407
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