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ERP ⇄ Security and identity

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

Keep Epicor ERP and Okta 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 Okta

Keep the employee, group, and account records that Epicor ERP and Okta share aligned in real time, so a person added, moved, or offboarded in one system shows up correctly in the other within seconds.

An ERP and an identity system describe the same workforce from two angles. Epicor ERP holds the authoritative record of who works at the company, and often their department, title, manager, and cost center. Okta controls the accounts, groups, and access those same people use every day. When the two aren't connected, every hire, transfer, and departure has to be keyed twice, and the window between someone leaving in Epicor ERP and their account still being active in Okta is a real security exposure.

Stacksync syncs Bills of materials, Customers, Suppliers, Parts in Epicor ERP with Applications, Group Rules, Factors (Authenticators), Policies in Okta in real time, with field-level mapping and conflict resolution in place of CSV exports and nightly jobs. A new hire, a department change, or a termination propagates within seconds, and where you want changes to flow both ways — the ERP's org data into the directory, account status back into the ERP — the same mapping handles it.

That matters most at offboarding and audit time. When the directory reflects the ERP's current headcount and org structure, disabling access no longer depends on someone remembering to update a second system, and access reviews start from a roster both sides already agree on.

Common use cases

  • 01 Sync shipment confirmations out to commerce platforms and customer portals as jobs complete.
  • 02 Sync Epicor customers and AR invoices into a CRM so sales sees order history and credit status without ERP logins.
  • 03 Mirror the System Log into Postgres or a warehouse for security analytics, access reviews, and audit retention beyond Okta's log window.
  • 04 Read Application assignments and Factors into a database to report on who can reach which app and which users have strong MFA enrolled.

Common sync patterns

Keep profile attributes current

A name, email, title, manager, or department corrected in either system updates the other, so directory entries and employee records don't drift apart.

Align group and department membership

When someone changes team or department, their group or organizational-unit membership updates to match, keeping access tied to their current role.

One roster on a shared key

People are matched across both systems on an identifier you choose, such as work email or employee ID, so there is a single accurate list of who is active.

What you can sync between Epicor ERP and Okta

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 Okta objects How this pairing syncs
Shipments Fulfillment confirmations synced to customer portals and commerce systems. System Log Immutable audit event stream of logins, admin changes, and lifecycle events; read-only, polled by timestamp and used as the change feed and SIEM source. Shipments is specific to Epicor ERP and System Log to Okta — each maps to any object or custom field on the other side.
Bills of materials Methods of manufacturing read for costing and planning integrations. Devices Registered and managed device records tied to users; read to correlate access with device posture and to feed inventory or conditional-access reporting. Bills of materials is specific to Epicor ERP and Devices to Okta — 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 Universal Directory user records with profile attributes, credentials, and lifecycle status (staged, active, suspended, deprovisioned); full CRUD, so users are created, updated, activated, and deactivated to match an HR or identity source. Customers is specific to Epicor ERP and Users to Okta — each maps to any object or custom field on the other side.
Suppliers Vendor masters kept aligned with procurement and AP automation tools. Groups Okta groups (OKTA_GROUP, APP_GROUP, BUILT_IN) and their memberships; OKTA_GROUP records and membership are written to drive app and resource access. Suppliers is specific to Epicor ERP and Groups to Okta — each maps to any object or custom field on the other side.
Parts Item masters that anchor inventory, BOM, and order line syncs. Applications App integrations (SAML, OIDC, SWA) with per-user and per-group assignments; read and updated to manage which identities can reach each downstream app. Parts is specific to Epicor ERP and Applications to Okta — 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. Group Rules Dynamic rules that add users to groups from profile attributes; read and written to automate access based on department, title, or location. Sales orders is specific to Epicor ERP and Group Rules to Okta — each maps to any object or custom field on the other side.

How changes propagate between Epicor ERP and Okta

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

Okta Epicor ERP Sub-second propagation

DetectionOkta notifies Stacksync of record changes through webhook events. Event Hooks send an HTTPS POST to a subscribed endpoint on events such as user.lifecycle.create and group.user_membership.add (after a one-time.

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.
  • Okta: Rate limits are enforced per org, per endpoint group, per minute and vary by Okta edition; responses carry X-Rate-Limit-Limit, X-Rate-Limit-Remaining, and X-Rate-Limit-Reset headers and exceeding one returns HTTP 429. The System Log is more tightly limited (about 120 requests/minute) and a separate concurrent-request cap (default 75 in-flight transactions) also applies.
What ships with Epicor ERP ⇄ Okta

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Epicor ERP or Okta 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 Okta record.

Observability

Monitoring

Track your Epicor ERP ⇄ Okta 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 Okta.

How the Epicor ERP and Okta 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

Okta

Integration surface
REST API (Okta Management API, /api/v1) with Event Hooks for outbound events and the System Log API as the change feed
Authentication
SSWS API tokens (Authorization: SSWS {token}) scoped to the creating admin's permissions, or OAuth 2.0 for Okta service apps using a private-key-JWT client-credentials grant with granular scopes (DPoP supported)
Change detection
Event Hooks send an HTTPS POST to a subscribed endpoint on events such as user.lifecycle.create and group.user_membership.add (after a one-time verification handshake); the System Log API (/api/v1/logs) is polled by the since parameter and the next Link header for a near-real-time change feed
Capabilities
read · write · webhooks
Rate limits
Rate limits are enforced per org, per endpoint group, per minute and vary by Okta edition; responses carry X-Rate-Limit-Limit, X-Rate-Limit-Remaining, and X-Rate-Limit-Reset headers and exceeding one returns HTTP 429. The System Log is more tightly limited (about 120 requests/minute) and a separate concurrent-request cap (default 75 in-flight transactions) also applies.
How it works

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

    Choose tables

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

Epicor ERP and Okta 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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→ 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 508 integrations available for Epicor ERP and Okta.

Popular · 5 of 508
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