Skip to content
ERP ⇄ CRM

Epicor ERP to Oracle CX Sales integration — real-time, two-way sync

Keep Epicor ERP and Oracle CX Sales 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 Oracle CX Sales

Close the gap between front office and back office: Oracle CX Sales and Epicor ERP share customers and status in real time, in both directions.

Oracle CX Sales holds the customer relationship; Epicor ERP runs the operations and records behind the business. The two overlap wherever the same organizations and transactions matter to both, and when that overlap is bridged by re-keying or overnight batch, each side spends the day working from stale data.

Stacksync syncs Opportunities, Activities, Territories, Partners in Oracle CX Sales with Suppliers, Parts, Sales orders, Purchase orders in Epicor ERP field by field, in real time, and in both directions. You decide which system owns which fields; Stacksync keeps every copy consistent and resolves conflicts by rules you set.

Common use cases

  • Run CX Sales alongside a second CRM during a merger or migration, with records converging in both directions.
  • Push product usage and entitlement data from internal databases into CX Sales to inform forecasting.
  • Mirror parts, on-hand inventory, and job status into a reporting database for shop-floor dashboards.
  • Keep supplier and purchase order data synced with procurement or AP automation tools.

Where Epicor ERP handles order-to-cash: closed-won flows through

A deal won in Oracle CX Sales creates or updates the customer in Epicor ERP with clean data, so fulfillment and invoicing start without re-entry.

Where Epicor ERP is the finance system of record: money status on the account

Invoice and payment state from Epicor ERP shows on the account in Oracle CX Sales, so reps see balances before promising the next order.

One customer master

Where both systems keep customer or organization records, corrections in either propagate to the other, ending dual maintenance.

What you can sync between Epicor ERP and Oracle CX Sales

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 Oracle CX Sales objects
Customers Master records synced with CRM accounts so sales and the ERP agree on ownership and credit status. Opportunities Pipeline records with revenue lines, mirrored to forecasting and billing systems
Suppliers Vendor masters kept aligned with procurement and AP automation tools. Activities Tasks, appointments, and call logs used for engagement reporting
Parts Item masters that anchor inventory, BOM, and order line syncs. Territories Assignment structures that downstream routing and comp tools consume
Sales orders Created from won CRM opportunities; status and line changes sync back out. Partners Channel records for organizations selling through partner networks
Purchase orders Synced with procurement systems and matched against receipts. Custom objects Objects built in Application Composer, exposed through the same REST conventions
Jobs Production jobs whose status feeds shop-floor dashboards and delivery-date updates. Accounts Customer organizations, the anchor record for bi-directional CRM syncs
What ships with Epicor ERP ⇄ Oracle CX Sales

Connect Epicor ERP and Oracle CX Sales for flexible, real-time data sync.

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Epicor ERP or Oracle CX Sales 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 Oracle CX Sales record.

Observability

Monitoring

Track your Epicor ERP ⇄ Oracle CX Sales 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 Oracle CX Sales.

How the Epicor ERP and Oracle CX Sales 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

Oracle CX Sales

Integration surface
REST API (Oracle Fusion Applications REST framework); SOAP services also available
Authentication
OAuth 2.0 or basic authentication against the Fusion instance, depending on configuration
Change detection
polling on last-update audit fields; event-driven patterns route through Oracle Integration rather than direct webhooks
Capabilities
read · write
Rate limits
subject to the platform's API rate limits
How it works

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

    Choose tables

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

Epicor ERP and Oracle CX Sales integration FAQ

SECURITY

Security teams love 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 386 integrations available for Epicor ERP and Oracle CX Sales.

Popular · 8 of 386
All Epicor ERP integrations All Oracle CX Sales 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