Can Epicor ERP and Zoho CRM sync in both directions?

Confirm two-way support with Stacksync for the records and fields you need in both systems. Access to a vendor API does not confirm that its Stacksync connector supports write-back.

What should be ready before the Epicor ERP and Zoho CRM initial load?

Prepare both accounts, the selected object schemas, stable source and destination IDs, and the expected outcome. Identify the Epicor ERP account, edition, environment, and business objects the integration must access. Select Zoho CRM when creating a sync and authorize Stacksync in the Zoho sign-in window. Use the pair worksheet to record ownership and acceptance criteria.

How fast does the Epicor ERP to Zoho CRM sync run?

Measure initial-load and ongoing-change latency separately. Source detection, selected objects, account limits, and destination validation determine the observed delay.

Will existing duplicates merge automatically?

No. Stacksync documents that pre-existing duplicates are not merged automatically when two-way sync begins. Review the initial dataset and matching plan before enabling it; an empty destination can simplify the first load.

How do I map Epicor ERP fields to Zoho CRM?

Start with one business entity and a stable record ID. Map a small set of editable fields with compatible types, test required values and relationships, then expand after the pilot passes.

What should I do if a record fails to sync?

Check the destination error, field constraints, permissions, and current source value. The Stacksync issues dashboard supports retry and revert; retry reads current source values, so verify the intended record state before acting.

What does a Epicor ERP and Zoho CRM integration cost?

Use the current Stacksync pricing page and confirm the supported implementation with the team. Scope the required objects, record volume, update frequency, initial load, and support needs when comparing a managed connector with native or custom development.

Which records should the Epicor ERP and Zoho CRM pilot start with?

Start by reviewing Customers in Epicor ERP and Account in Zoho CRM. Check how these records relate in your workflow, then confirm the actual fields and supported operations. Test record matching and one failed or repeated update before adding more records.

ERP / CRM

Epicor ERP and Zoho CRM integration

Plan how Epicor ERP and Zoho CRM should share data across your business. Work with Stacksync engineers on record mapping, system access, and the requirements for running the integration.

Scope your workflow with an integration engineer
Review the systems, records, and updates you need

Integration planning

stacksync.com

Epicor ERP

Zoho CRM

Review the integration scope

Teams building with Stacksync

Plan the connection your business needs

Explore a Epicor ERP and Zoho CRM integration with a Stacksync engineer. Stacksync support for Epicor ERP is not established by the connector documentation reviewed for this page. Start with one record and the update your business needs to identify an implementation path.

01 / Business process

Start with one meaningful update

Identify the record that changes in Epicor ERP or Zoho CRM, where it needs to appear, and which team depends on it.

02 / Data access

Establish the available connection

Bring the objects, account editions, and required directions. An engineer can review the connector path, permissions, and field access.

03 / Success criteria

Define a result you can verify

Agree on record matching, acceptable delay, expected volume, and how your team will resolve failed updates.

Explore the technical references

Technical referenceAvailable documentation, candidate record relationships, and questions for your technical review.

What records can you sync?

Explore the record types and read/write requirements for each system.

Epicor ERPConnection and object support require review

Record types to review with Stacksync

Record type	Coverage and requirements
Customers	Confirm support for this record type and the direction you need.
Suppliers	Confirm support for this record type and the direction you need.
Parts	Confirm support for this record type and the direction you need.
Sales orders	Confirm support for this record type and the direction you need.
Purchase orders	Confirm support for this record type and the direction you need.
Jobs	Confirm support for this record type and the direction you need.

Discuss Epicor ERP requirements

Zoho CRMRead and write support varies by recordContact · Deal · Invoice

Record types covered in the setup guide

Record type	Coverage and requirements
Lead	✅ Supported. Confirm field permissions and sync direction.
Contact	✅ Supported. Confirm field permissions and sync direction.
Account	✅ Supported. Confirm field permissions and sync direction.
Deal	✅ Supported. Confirm field permissions and sync direction.
Task	✅ Supported. Confirm field permissions and sync direction.
Meeting	✅ Supported. Confirm field permissions and sync direction.
Call	✅ Supported. Confirm field permissions and sync direction.
Product	✅ Supported. Confirm field permissions and sync direction.
Quote	✅ Supported. Confirm field permissions and sync direction.
Sales Order	✅ Supported. Confirm field permissions and sync direction.
Purchase Order	✅ Supported. Confirm field permissions and sync direction.
Invoice	✅ Supported. Confirm field permissions and sync direction.
Campaign	✅ Supported. Confirm field permissions and sync direction.
Vendor	✅ Supported. Confirm field permissions and sync direction.
Price Book	✅ Supported. Confirm field permissions and sync direction.
Case	✅ Supported. Confirm field permissions and sync direction.
Solution	✅ Supported. Confirm field permissions and sync direction.
Note	✅ Supported. Confirm field permissions and sync direction.
Attachment	✅ Supported. Confirm field permissions and sync direction.

Read the Zoho CRM connector guide

Connection requirements and limits

Epicor ERP

Integration interface: REST API (OData) over Epicor business objects, plus BAQ (Business Activity Query) endpoints
Authentication: Confirm the credentials, API plan, and permissions required for Epicor ERP.
Change detection: Confirm how Stacksync detects changes for this connector and the objects you need.
Read access: Confirm with Stacksync
Write access: Confirm with Stacksync

Limitations to check

Confirm Stacksync support for Epicor ERP and the record types your workflow needs.
Review write-back, deletion handling, update timing, and account limits with the integration team.

Zoho CRM

Integration interface: REST API
Authentication: OAuth-style in-app authorization: from "Create new sync" select Zoho CRM, a new tab opens where you log in to Zoho and authorize Stacksync (no coding required)
Change detection: The saved Stacksync guide does not specify the change-detection mechanism. Confirm it for the selected objects.
Read access: Available for supported records
Write access: Available for supported records

Limitations to check

The saved catalog establishes object coverage, but does not specify read/write behavior for each object.

Technical documentation

Documentation reviewed 2026-09-15. Check the linked guides for current account and record requirements.

Zoho CRM setup guide

Prepare your technical review

Use the worksheets and reference checks to capture record identity, ownership, and the result your business expects.

Implementation reference

Record identity and field ownership

Use these data-model references to describe the records your connection needs. They are planning examples; connector availability and supported operations must be established before implementation.

Download the mapping worksheet

CSV · No email required · Record matching, ownership, and test cases

Customer identityCustomers Account

Before linking Epicor ERP Customers to Zoho CRM Account, check whether the customer is an individual or a company. Match the correct record type in each system.

Epicor ERP: Object support to establish
Zoho CRM: Documented record · ✅ Supported

Record identity

Determine whether each customer represents an individual, a company, or a business-unit relationship before matching it to a contact or organization. Retain the source customer ID and destination ID; names and email alone are insufficient.

Field ownership

Separate the customer relationship from contact details, billing authority, and consent. Choose an owner for each field after identifying whether the customer is a person or company.

Fields to include

Source customer ID
Person/company classification
Legal entity or business unit
Destination identity reference

References: Zoho CRM: Account documentation

Customer identityCustomers Contact

Before linking Epicor ERP Customers to Zoho CRM Contact, check whether the customer is an individual or a company. Match the correct record type in each system.

Epicor ERP: Object support to establish
Zoho CRM: Documented record · ✅ Supported

Record identity

Field ownership

Separate the customer relationship from contact details, billing authority, and consent. Choose an owner for each field after identifying whether the customer is a person or company.

Fields to include

Source customer ID
Person/company classification
Legal entity or business unit
Destination identity reference

References: Zoho CRM: Contact documentation

Record matchingAR invoices Invoice

Compare whether Epicor ERP AR invoices and Zoho CRM Invoice describe the same customer invoice in your business.

Epicor ERP: Object support to establish
Zoho CRM: Documented record · ✅ Supported

Record identity

Retain the invoice ID, issuer/legal entity, and original order reference; invoice numbers alone may overlap.

Field ownership

The financial system owns posting and accounting treatment. A posted invoice may need a credit or adjustment process instead of an overwrite.

Fields to include

Source invoice ID
Customer or supplier reference
Line totals
Currency
Posting/payment status

References: Zoho CRM: Invoice documentation

Business processSales orders Deal

Approved sales handoff: Zoho CRM Deal provides context for Epicor ERP Sales orders. These are related records, not equivalent entities.

Epicor ERP: Object support to establish
Zoho CRM: Documented record · ✅ Supported

Record identity

Link the originating deal ID to a newly assigned order ID; do not reuse the deal ID as an order number.

Field ownership

Define the approval event and the customer/product data required to create an order. A sales stage alone must not authorize every order.

Fields to include

Source record reference
Destination record reference
Approved handoff state
Duplicate-detection key

References: Zoho CRM: Deal documentation

Business processSales orders Invoice

Order-to-invoice handoff: Epicor ERP Sales orders provides context for Zoho CRM Invoice. These are related records, not equivalent entities.

Epicor ERP: Object support to establish
Zoho CRM: Documented record · ✅ Supported

Record identity

Link order and line IDs to invoice and line IDs; allow partial invoicing and multiple invoices per order.

Field ownership

Finance owns invoice posting; the order system supplies the approved commercial context.

Fields to include

Source record reference
Destination record reference
Approved handoff state
Duplicate-detection key

References: Zoho CRM: Invoice documentation

Business processShipments Sales Order

Order-to-fulfillment handoff: Zoho CRM Sales Order provides context for Epicor ERP Shipments. These are related records, not equivalent entities.

Epicor ERP: Object support to establish
Zoho CRM: Documented record · ✅ Supported

Record identity

Link the order and selected line IDs to separate fulfillment IDs; allow split shipments.

Field ownership

The fulfillment owner decides when an approved order can ship and how cancellations are handled.

Fields to include

Source record reference
Destination record reference
Approved handoff state
Duplicate-detection key

References: Zoho CRM: Sales Order documentation

Architecture decision

Choose how to connect your systems

Choose a method around one example record and the update your business needs. Use Customers / Account to review record matching and confirm Stacksync support for the required operations. Compare ongoing sync, a custom workflow, and a scheduled export against that requirement.

Stacksync managed sync

Best fit: Review compatibility with a Stacksync engineer using an example of the records and updates you need.
Operating responsibility: Fits ongoing record synchronization when the required operations are supported. Add workflow steps for approvals or business actions that go beyond copying fields.
Before you choose: Check record matching: Determine whether each customer represents an individual, a company, or a business-unit relationship before matching it to a contact or organization. Retain the source customer ID and destination ID; names and email alone are insufficient. Verify field coverage, deletion handling, and how changes are detected.

Native vendor integration

Best fit: A vendor-built integration may fit if it supports your Epicor ERP and Zoho CRM record types.
Operating responsibility: Can reduce setup for a supported workflow. You may need another method for records or business steps it does not cover.
Before you choose: First check whether either vendor offers this integration. If available, verify Customers / Account, update direction, account tier, and related-record handling.

Custom API or workflow

Best fit: Consider explicit orchestration for the Sales orders / Deal handoff.
Operating responsibility: Provides control over business steps; the team owns credentials, version changes, error queues, and reconciliation.
Before you choose: Verify endpoint permissions, pagination, quotas, duplicate detection, and failure recovery. Separate reading history from actions that send messages, grant access, or post transactions.

File or scheduled snapshot

Best fit: Consider for a one-time Epicor ERP / Zoho CRM migration or a reporting need with an explicit freshness window.
Operating responsibility: Can simplify a bounded transfer; later changes and deletion history require another extraction or a separately designed incremental process.
Before you choose: Record the extraction cutoff, source IDs, encoding, date/number formats, and reconciliation totals.

Workflow reference

From a business event to the right update

Open a workflow to see its trigger, record relationships, and expected result.

Customer sync test

Starting event: A change to the selected Customers or Account record needs a defined result in the other system.

Start with Epicor ERP Customers and Zoho CRM Account. Use the record-matching and field-ownership rules from your mapping worksheet.
Resolve person or company type, legal entity, business role, and any billing account before transactions.
Test a normal update and one failed or repeated update in the supported direction. Keep both record IDs with the test results.

Expected result: Test an individual buyer, a company buyer, and one company with multiple billing relationships. Do not merge these into a single generic contact.

If it fails: Hold ambiguous customer matches for review and resolve customer type before retrying dependent records.

Customer sync test

Starting event: A change to the selected Customers or Contact record needs a defined result in the other system.

Start with Epicor ERP Customers and Zoho CRM Contact. Use the record-matching and field-ownership rules from your mapping worksheet.
Resolve person or company type, legal entity, business role, and any billing account before transactions.
Test a normal update and one failed or repeated update in the supported direction. Keep both record IDs with the test results.

Expected result: Test an individual buyer, a company buyer, and one company with multiple billing relationships. Do not merge these into a single generic contact.

If it fails: Hold ambiguous customer matches for review and resolve customer type before retrying dependent records.

Customer invoice sync test

Starting event: A change to the selected AR invoices or Invoice record needs a defined result in the other system.

Start with Epicor ERP AR invoices and Zoho CRM Invoice. Use the record-matching and field-ownership rules from your mapping worksheet.
Resolve the customer or supplier, account codes, tax, currency, and accounting period before posting.
Test a normal update and one failed or repeated update in the supported direction. Keep both record IDs with the test results.

Expected result: Test a posted invoice, a partial payment, tax rounding, and a closed accounting period. Compare financial totals within the same entity and currency.

If it fails: Determine whether a transaction posted before retrying. Follow the approved adjustment process for posted records.

Reconcile Epicor ERP business records with Zoho CRM

Starting event: A finance-owned record in Epicor ERP needs operational visibility through Lead or Contact.

Select Customers or Suppliers with the correct legal entity, period, and currency.
Define a reporting relationship in Zoho CRM; do not equate customer records, ledger accounts, and posted transactions.
Decide whether the process only reports a financial state or requests an approved accounting action, and maintain a separate transaction ID for each action.

Expected result: Totals reconcile within the same entity/currency/window; a repeated handoff creates no duplicate financial transaction.

If it fails: Verify posting and settlement state before retrying. Use the approved adjustment path for already-posted transactions.

Detect changesConfirm how Stacksync detects changes for this connector and the objects you need.

Apply updatesConfirm that Stacksync can create or update the records you need in Zoho CRM.

Zoho CRM Epicor ERP Direction requires confirmation

Detect changesThe saved Stacksync guide does not specify the change-detection mechanism. Confirm it for the selected objects.

Apply updatesConfirm that Stacksync can create or update the records you need in Epicor ERP.

Update timing and record limits

Measure initial-load and ongoing-change latency separately. Source detection, selected objects, account limits, and destination validation determine the observed delay.
Review write-back, deletion handling, update timing, and account limits with the integration team.

Prepare Epicor ERP and Zoho CRM access

Set up both accounts before testing the mapping. Use test records where available, and identify the account administrator who can approve access and help resolve setup errors.

Epicor ERP setup checklist

Identify the Epicor ERP account, edition, environment, and business objects the integration must access.
Confirm a Stacksync connector or implementation path for Epicor ERP, including read/write support, authentication, and initial-load limits.

Zoho CRM setup checklist

Select Zoho CRM when creating a sync and authorize Stacksync in the Zoho sign-in window.
Verify the required CRM objects and permissions; this guide does not establish support for other Zoho products.

Setup guides: Authorize Zoho

Prepare to go live

Record the fields each system can update, the first-load cutoff, both record IDs, the expected update delay, and who handles errors. Complete the tests before production before expanding to more records.

Use the Epicor ERP and Zoho CRM planning worksheet to capture these decisions. Record the access owner in the worksheet and enter credentials only in the connection setup.

Talk to an engineer · Review current pricing

Security and control for your integrations

Use SSO and SCIM to manage access, secure connection options to reach your systems, and record-level retry and revert controls to resolve sync errors.

Explore security controls

FAQ