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ERP ⇄ Marketing

Epicor ERP to Salesforce Marketing Cloud integration — real-time, two-way sync

Keep Epicor ERP and Salesforce Marketing Cloud 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

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Why teams connect Epicor ERP and Salesforce Marketing Cloud

Feed the real customer, order, and revenue records from Epicor ERP into Salesforce Marketing Cloud so campaigns run on who actually bought what, and let contact and consent changes flow back in real time.

Marketing runs on lists of people, but the list rarely knows which of those people are paying customers, what they ordered, or what they are worth. Epicor ERP holds exactly that: Quotes, AR invoices, Shipments, Bills of materials that record who the customer is, what they bought, and what they owe. When the two are joined only by a periodic export, campaigns go out against stale audiences, existing customers get prospecting emails, high-value accounts look the same as cold leads, and a canceled order still counts toward a segment.

Stacksync syncs Quotes, AR invoices, Shipments, Bills of materials in Epicor ERP with Tracking Events, Transactional Sends, Data Extensions, Contacts / Subscribers in Salesforce Marketing Cloud in real time, and where both sides accept writes, in both directions. Customer, order, and invoice data maps field by field onto the contacts, audiences, or accounts Salesforce Marketing Cloud works with, so segmentation and personalization run on current purchase history instead of a month-old snapshot. Contact details and consent changes that originate in Salesforce Marketing Cloud flow back onto the record in Epicor ERP.

The strongest bridge between the two is identity and purchase history, who the customer is and what they have bought, so that is where most of the value sits. Because the sync is field-level, each system keeps the attributes the other has no use for; only the shared records are held in agreement.

Common use cases

  • 01 Keep supplier and purchase order data synced with procurement or AP automation tools.
  • 02 Sync shipment confirmations out to commerce platforms and customer portals as jobs complete.
  • 03 Two-way sync Data Extension rows between Marketing Cloud and a Postgres database or warehouse so audience attributes and opt-out state stay aligned in both systems.
  • 04 Push CRM or warehouse audience segments into Data Extensions via the async rows API (background bulk insert) so marketing sends to freshly built audiences without manual CSV imports.

Common sync patterns

Purchase history drives segmentation

Orders, invoices, and revenue totals from Epicor ERP land on the matching contact or account in Salesforce Marketing Cloud, so audiences are built from what customers actually bought and spent rather than from guesses.

Suppress or target existing customers

Because Epicor ERP knows who is already a paying customer, Salesforce Marketing Cloud can exclude them from acquisition campaigns or single them out for renewal and cross-sell.

One customer identity across both systems

A person or company's contact details corrected in either system update the other, so marketing and the back office stop maintaining separate versions of the same record.

What you can sync between Epicor ERP and Salesforce Marketing Cloud

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 Salesforce Marketing Cloud objects How this pairing syncs
Parts Item masters that anchor inventory, BOM, and order line syncs. Tracking Events Sent, Open, Click, Bounce, Unsubscribe, and NotSent events retrieved through the SOAP tracking objects (SentEvent, OpenEvent, ClickEvent, BounceEvent) or the Automation Studio Data Views (_Sent, _Open, _Click, _Bounce) - the queryable record of engagement per send. Parts is specific to Epicor ERP and Tracking Events to Salesforce Marketing Cloud — 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. Transactional Sends Triggered and transactional Email/SMS delivered through the Messaging API (/messaging/v1/email/messages/{key}); the Event Notification Service reports each message's disposition (delivered, bounced, opened, clicked). Sales orders is specific to Epicor ERP and Transactional Sends to Salesforce Marketing Cloud — each maps to any object or custom field on the other side.
Purchase orders Synced with procurement systems and matched against receipts. Data Extensions Custom relational tables that store subscriber, audience, and arbitrary business data; rows are read via GET /data/v1/customobjectdata or SOAP Retrieve and upserted via the synchronous rowset PUT or the async /data/v1/async/dataextensions rows endpoint. This is the primary two-way surface. Purchase orders is specific to Epicor ERP and Data Extensions to Salesforce Marketing Cloud — 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. Contacts / Subscribers The contact model keyed by Subscriber Key, holding channel addresses and subscription status; managed through the Contacts API (/contacts/v1/contacts) and the SOAP Subscriber object, and referenced by every send and journey. Jobs is specific to Epicor ERP and Contacts / Subscribers to Salesforce Marketing Cloud — each maps to any object or custom field on the other side.
Quotes Estimates that pair with CRM opportunities during the sales cycle. Journeys (Journey Builder) Multi-step automated flows read and managed via /interaction/v1/interactions; contacts are injected by firing an entry event to /interaction/v1/events with an EventDefinitionKey and contact data. Quotes is specific to Epicor ERP and Journeys (Journey Builder) to Salesforce Marketing Cloud — 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. Content Assets (Content Builder) Emails, templates, images, and reusable content blocks stored in Content Builder and read or written via /asset/v1/content/assets, used to compose the messages a journey or send delivers. AR invoices is specific to Epicor ERP and Content Assets (Content Builder) to Salesforce Marketing Cloud — each maps to any object or custom field on the other side.

How changes propagate between Epicor ERP and Salesforce Marketing Cloud

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 Salesforce Marketing Cloud 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 Salesforce Marketing Cloud through its API, with automatic retries and rate-limit backoff.

Salesforce Marketing Cloud Epicor ERP Sub-second propagation

DetectionSalesforce Marketing Cloud notifies Stacksync of record changes through webhook events. The Event Notification Service (ENS) issues HTTPS POST callbacks for transactional Email and SMS events (sent, bounce, open, click) once a callback.

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.
  • Salesforce Marketing Cloud: Salesforce does not publish fixed numeric REST rate limits; requests are throttled per account and can return HTTP 429, so backoff is advised. SOAP Retrieve returns at most 2,500 records per call and pages via ContinueRequest with the prior RequestID. Bulk Data Extension writes use the async rows API to queue inserts in the background.
What ships with Epicor ERP ⇄ Salesforce Marketing Cloud

Connect Epicor ERP and Salesforce Marketing Cloud for flexible, real-time data sync.

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Epicor ERP or Salesforce Marketing Cloud 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 Salesforce Marketing Cloud record.

Observability

Monitoring

Track your Epicor ERP ⇄ Salesforce Marketing Cloud 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 Salesforce Marketing Cloud.

How the Epicor ERP and Salesforce Marketing Cloud 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

Salesforce Marketing Cloud

Integration surface
Two APIs on tenant-specific endpoints: a REST API (JSON over HTTPS) for Data Extensions, Journeys, Contacts, Content Builder, and Automations, plus a legacy SOAP API (ExactTarget WSDL) for tracking events and bulk Retrieve.
Authentication
OAuth 2.0 via an Installed Package (Client ID + Client Secret). Server-to-server uses the client_credentials grant and web apps use authorization_code, both against {subdomain}.auth.marketingcloudapis.com/v2/token. The 20-minute access token response also returns the account's rest_instance_url and soap_instance_url.
Change detection
The Event Notification Service (ENS) issues HTTPS POST callbacks for transactional Email and SMS events (sent, bounce, open, click) once a callback URL and subscription are registered and verified. There is no general data-change feed, so Data Extension and Data View syncs poll by date fields.
Capabilities
read · write · webhooks
Rate limits
Salesforce does not publish fixed numeric REST rate limits; requests are throttled per account and can return HTTP 429, so backoff is advised. SOAP Retrieve returns at most 2,500 records per call and pages via ContinueRequest with the prior RequestID. Bulk Data Extension writes use the async rows API to queue inserts in the background.
How it works

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

    Choose tables

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

Epicor ERP and Salesforce Marketing Cloud 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
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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 470 integrations available for Epicor ERP and Salesforce Marketing Cloud.

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