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ERP ⇄ Analytics

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

Keep Epicor ERP and Treasuredata 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 Treasuredata

Put Epicor ERP's records into Treasuredata as live data for reporting and dashboards, without nightly exports, and send the segments and metrics Treasuredata computes back where Epicor ERP can use them.

ERP data is some of the most requested data for analysis and some of the hardest to pull: the record types are many, the APIs are strict, and export jobs break on every upgrade. Whether Epicor ERP carries financials, operations, workforce data, or all three, those numbers belong in Treasuredata, next to the product, behavioral, and web data the team already measures.

Stacksync syncs Bills of materials, Customers, Suppliers, Parts from Epicor ERP into Treasuredata continuously, handling API limits and schema drift as it goes, so each record type arrives as Predictive Segments, Scheduled Queries, Query Jobs, Databases ready to report on. The connection is bi-directional, so segments, scores, and metrics computed in Treasuredata can be written back to fields in Epicor ERP where that is useful.

Common use cases

  • 01 Write CRM and product-usage records into TD Tables so they become source tables feeding parent-segment unification.
  • 02 Push Predictive Segment propensity scores from TD onto customer records in an operational database or CRM for prioritization and lead routing.
  • 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

Write-back where Epicor ERP exposes writable fields: segments and scores return

Segments, scores, or metrics computed in Treasuredata sync onto the matching records in Epicor ERP, so operations act on what the analysis found.

Where Epicor ERP holds the books: revenue and finance dashboards from live data

Financial records from Epicor ERP land in Treasuredata as they change, so revenue, margin, and spend dashboards read current figures rather than last night's export.

Where Epicor ERP runs order-to-cash: customer and account analytics

Orders, invoices, and account records from Epicor ERP join the behavioral and usage data Treasuredata already tracks, so customer analysis spans activity and dollars in one view.

What you can sync between Epicor ERP and Treasuredata

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 Treasuredata objects How this pairing syncs
Parts Item masters that anchor inventory, BOM, and order line syncs. Journeys Timeline-based event sequences in Audience Studio; stage and membership read out for reporting and cross-system activation. Parts is specific to Epicor ERP and Journeys to Treasuredata — 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. Predictive Segments AI/ML-scored segments; propensity scores read out and written onto customer records in a CRM or database for prioritization. Sales orders is specific to Epicor ERP and Predictive Segments to Treasuredata — each maps to any object or custom field on the other side.
Purchase orders Synced with procurement systems and matched against receipts. Scheduled Queries Cron-scheduled Presto/Trino (or Hive) jobs that materialize results into result tables; Stacksync reads those materialized tables downstream. Purchase orders is specific to Epicor ERP and Scheduled Queries to Treasuredata — 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. Query Jobs Ad-hoc Presto/Trino query jobs run asynchronously; results are retrieved from the job result endpoint and fed into downstream systems. Jobs is specific to Epicor ERP and Query Jobs to Treasuredata — each maps to any object or custom field on the other side.
Quotes Estimates that pair with CRM opportunities during the sales cycle. Databases Logical containers for tables; a sync targets one database and maps its tables to warehouse or operational-DB tables. Quotes is specific to Epicor ERP and Databases to Treasuredata — 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. Tables Columnar log tables in TD's Plazma storage; every row carries a mandatory `time` column (Unix epoch) that Stacksync uses as the incremental watermark and partition key. Synced two-way with warehouse or database tables. AR invoices is specific to Epicor ERP and Tables to Treasuredata — each maps to any object or custom field on the other side.

How changes propagate between Epicor ERP and Treasuredata

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

Treasuredata Epicor ERP Interval-based propagation

DetectionStacksync polls Treasuredata for changes on an incremental schedule, reading only records changed since the previous pass. Polling on the mandatory `time` column (Unix-epoch partition key) or an updated-at column.

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.
  • Treasuredata: TD does not publish a fixed request-per-second cap; query throughput is bounded by the account's compute resource pool and large reads/exports run as asynchronous jobs.
What ships with Epicor ERP ⇄ Treasuredata

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Epicor ERP or Treasuredata 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 Treasuredata record.

Observability

Monitoring

Track your Epicor ERP ⇄ Treasuredata 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 Treasuredata.

How the Epicor ERP and Treasuredata 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

Treasuredata

Integration surface
TD API v3 (REST) for databases, tables, and jobs, plus the Audience API (REST) for CDP segments and journeys
Authentication
API key sent as an `Authorization: TD1 <api_key>` header (per-user or account key from the TD Console); requests go to the region-specific endpoint (e.g. api.treasuredata.com for US, with separate EU and Tokyo endpoints)
Change detection
Polling on the mandatory `time` column (Unix-epoch partition key) or an updated-at column; TD stores append-oriented columnar data with no per-row CDC stream, so incremental syncs query for rows past a stored watermark
Capabilities
read · write
Rate limits
TD does not publish a fixed request-per-second cap; query throughput is bounded by the account's compute resource pool and large reads/exports run as asynchronous jobs
How it works

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

    Choose tables

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

Epicor ERP and Treasuredata 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
SOC 2 Type II
ISO 27001
HIPAA BAA
GDPR
CCPA
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 384 integrations available for Epicor ERP and Treasuredata.

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