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ERP ⇄ CRM

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

Keep Epicor ERP and Vtiger CRM 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 Vtiger CRM

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

Vtiger CRM 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 Invoices, Campaigns, Contacts, Organizations in Vtiger CRM 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

  • 01 Mirror Leads and Campaigns to an email platform to keep marketing lists current.
  • 02 Two-way contact and organization sync between Vtiger and a billing or ERP system.
  • 03 Mirror parts, on-hand inventory, and job status into a reporting database for shop-floor dashboards.
  • 04 Keep supplier and purchase order data synced with procurement or AP automation tools.

Common sync patterns

One customer master

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

Where Epicor ERP manages people and org data: keep Vtiger CRM aligned

Owners, territories, and org structure informed by Epicor ERP stay current in Vtiger CRM.

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

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

What you can sync between Epicor ERP and Vtiger CRM

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 Vtiger CRM objects How this pairing syncs
Sales orders Created from won CRM opportunities; status and line changes sync back out. Sales Orders Order records between quote and invoice, synced to fulfillment systems. Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions.
Quotes Estimates that pair with CRM opportunities during the sales cycle. Quotes Pricing documents with line items. Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions.
Bills of materials Methods of manufacturing read for costing and planning integrations. Opportunities Deal records, historically the Potentials module, synced for pipeline reporting. Bills of materials is specific to Epicor ERP and Opportunities to Vtiger CRM — 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. Cases Support tickets from the help-desk module, mirrored to external trackers. Customers is specific to Epicor ERP and Cases to Vtiger CRM — each maps to any object or custom field on the other side.
Suppliers Vendor masters kept aligned with procurement and AP automation tools. Products Catalog items referenced on quotes, orders, and invoices. Suppliers is specific to Epicor ERP and Products to Vtiger CRM — each maps to any object or custom field on the other side.
Parts Item masters that anchor inventory, BOM, and order line syncs. Invoices Billing documents pushed into accounting software. Parts is specific to Epicor ERP and Invoices to Vtiger CRM — each maps to any object or custom field on the other side.

How changes propagate between Epicor ERP and Vtiger CRM

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

Vtiger CRM Epicor ERP Sub-second propagation

DetectionVtiger CRM notifies Stacksync of record changes through webhook events. Polling on record modified timestamps.

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.
  • Vtiger CRM: Subject to the platform's API rate limits, which vary by edition.
What ships with Epicor ERP ⇄ Vtiger CRM

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Epicor ERP or Vtiger CRM 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 Vtiger CRM record.

Observability

Monitoring

Track your Epicor ERP ⇄ Vtiger CRM 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 Vtiger CRM.

How the Epicor ERP and Vtiger CRM 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

Vtiger CRM

Integration surface
REST API
Authentication
HTTP Basic with username and access key
Change detection
Polling on record modified timestamps; workflows can fire outbound HTTP calls on record events
Capabilities
read · write · webhooks
Rate limits
Subject to the platform's API rate limits, which vary by edition.
How it works

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

    Choose tables

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

Epicor ERP and Vtiger CRM 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 525 integrations available for Epicor ERP and Vtiger CRM.

Popular · 6 of 525
All Epicor ERP integrations All Vtiger CRM integrations Browse all integrations
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