Real-time
Two-way sync
Changes in Epicor ERP or Smartsheet instantly reflect in both systems. No stale data, no manual imports.
ERP ⇄ Business productivity
Epicor ERP to Smartsheet integration — real-time, two-way sync
Keep Epicor ERP and Smartsheet 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 Smartsheet
Bridge the tools people work in and the system the business runs on: real-time, two-way sync between Smartsheet and Epicor ERP.
The ERP holds the records the business is run on, and it is rarely where day-to-day work happens. Smartsheet 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 Bridging them by hand, or by nightly file transfer, leaves each side out of date for hours at a time.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 Sheets, Rows, Columns, Cells in Smartsheet with AR invoices, Shipments, Bills of materials, Customers 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 Mirror Users and Groups from an HR system or directory so sheet sharing and workspace access stay aligned with headcount changes.
- 02 Trigger downstream actions in an operational database when a Row's status Cell changes, using sheet webhooks for near-real-time updates.
- 03 Sync shipment confirmations out to commerce platforms and customer portals as jobs complete.
- 04 Sync Epicor customers and AR invoices into a CRM so sales sees order history and credit status without ERP logins.
Common sync patterns
Where Smartsheet faces customers and Epicor ERP carries account records
Order, invoice, or account status from Epicor ERP appears alongside the customer in Smartsheet, 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 Smartsheet, 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 Smartsheet
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 | Smartsheet objects | How this pairing syncs | |
|---|---|---|---|
| Bills of materials Methods of manufacturing read for costing and planning integrations. | Cells Row-by-column values; writes must match the column type and no single cell can exceed 4,000 characters. | Bills of materials is specific to Epicor ERP and Cells to Smartsheet — 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. | Reports Read-only roll-ups spanning multiple sheets; pulled into a warehouse for cross-sheet reporting, capped at 50,000 rows. | Customers is specific to Epicor ERP and Reports to Smartsheet — each maps to any object or custom field on the other side. | |
| Suppliers Vendor masters kept aligned with procurement and AP automation tools. | Attachments Files linked to rows or sheets; posting one carries a 10x rate cost, so bulk file sync is throttled to 30 per minute. | Suppliers is specific to Epicor ERP and Attachments to Smartsheet — each maps to any object or custom field on the other side. | |
| Parts Item masters that anchor inventory, BOM, and order line syncs. | Discussions and Comments Threaded comments on rows and sheets; read out to sync collaboration history or activity into another system. | Parts is specific to Epicor ERP and Discussions and Comments to Smartsheet — 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. | Users and Groups Account membership and sharing; synced to keep an HR or identity source aligned with sheet and workspace access. | Sales orders is specific to Epicor ERP and Users and Groups to Smartsheet — each maps to any object or custom field on the other side. | |
| Purchase orders Synced with procurement systems and matched against receipts. | Sheets The core container; each sheet has typed columns, rows, and a modifiedAt stamp. Stacksync treats a sheet as a table and syncs its rows two-way. | Purchase orders is specific to Epicor ERP and Sheets to Smartsheet — each maps to any object or custom field on the other side. |
How changes propagate between Epicor ERP and Smartsheet
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 Smartsheet 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 Smartsheet through its API, with automatic retries and rate-limit backoff.
Smartsheet Epicor ERP Sub-second propagation
DetectionSmartsheet notifies Stacksync of record changes through webhook events. Sheet-scoped webhooks subscribed to *.* events notify on row and cell changes.
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.
- Smartsheet: 300 requests per minute per access token; heavy calls like posting attachments cost 10x (30/min). A 429 returns errorCode 4003, back off ~60s.
What ships with Epicor ERP ⇄ Smartsheet
Connect Epicor ERP and Smartsheet for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Epicor ERP–Smartsheet connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Epicor ERP or Smartsheet 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 Smartsheet record.
Observability
Monitoring
Track your Epicor ERP ⇄ Smartsheet 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 Smartsheet.
How the Epicor ERP and Smartsheet 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
Smartsheet
- Integration surface
- REST API (v2.0)
- Authentication
- OAuth 2.0 authorization-code flow, or a raw/personal API access token passed as a Bearer header
- Change detection
- Sheet-scoped webhooks subscribed to *.* events notify on row and cell changes; otherwise polling on sheet and row modifiedAt timestamps
- Capabilities
- read · write · webhooks
- Rate limits
- 300 requests per minute per access token; heavy calls like posting attachments cost 10x (30/min). A 429 returns errorCode 4003, back off ~60s.
How it works
How to connect Epicor ERP to Smartsheet — 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.
- 01
Connect your apps
Authenticate Epicor ERP and Smartsheet with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.
Epicor ERP
connected
Smartsheet
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Epicor ERP and Smartsheet 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.
objects · Epicor ERP ⇄ SmartsheetCustomers 12,480Sales Orders 8,213Invoices 5,902Items 1,344 - 03
Map fields
Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.
Epicor ERP SmartsheetCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Epicor ERP and Smartsheet integration FAQ
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Yes. Stacksync provides a managed, real-time two-way integration between Epicor ERP and Smartsheet: authenticate both systems, choose the objects to sync (such as Epicor ERP's Bills of materials and Customers), map fields visually, and changes propagate both ways in milliseconds — no code required.
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Stacksync is SOC 2 Type II and ISO 27001 certified with HIPAA BAA support. Data is encrypted in transit, and a zero-persistent-storage architecture means Epicor ERP and Smartsheet records are not retained after a sync operation.
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Stacksync pricing is usage-based and starts at $1,000/month, including the managed Epicor ERP and Smartsheet connectors, real-time two-way sync, monitoring, and support. That replaces building and maintaining a custom Epicor ERP–Smartsheet integration in-house.
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Yes — Stacksync ships production-grade connectors for both Epicor ERP and Smartsheet. The connectors handle authentication, schema detection, rate limits, and retries; you configure the sync, and Stacksync operates it.
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Change detection on Epicor ERP: Polling on change-date fields; outbound calls can be wired through BPM directives, but there is no standard webhook subscription surface. On Smartsheet: Sheet-scoped webhooks subscribed to *.* events notify on row and cell changes; otherwise polling on sheet and row modifiedAt timestamps. Each detected change propagates to the other side in milliseconds, with field-level conflict resolution and an inspectable event log.
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On the Smartsheet side: Sheets, Rows, Columns, Cells, plus custom fields where Smartsheet exposes them. On the Epicor ERP side: AR invoices, Shipments, Bills of materials, Customers. Stacksync auto-detects both schemas and converts types between the two systems.
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.
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:
Related integrations
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