Skip to content
ERP ⇄ CRM

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

Keep Epicor ERP and Zoho 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.

  • 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

Case study
Migrated from MuleSoft
Case study
Migrated from Celigo
Migrated from Heroku Connect
Migrated from Matillion
Case study
Migrated from Fivetran
Case study
Migrated from Celigo
Why teams connect Epicor ERP and Zoho CRM

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

Zoho 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 Invoice, Lead, Contact, Account in Zoho CRM with Quotes, AR invoices, Shipments, Bills of materials 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 Run Zoho CRM and another CRM in parallel with bi-directional sync during a migration.
  • 02 Push warehouse-computed lead scores and product signals into Zoho CRM fields for rep prioritization.
  • 03 Keep supplier and purchase order data synced with procurement or AP automation tools.
  • 04 Sync shipment confirmations out to commerce platforms and customer portals as jobs complete.

Common sync patterns

Where Epicor ERP is the finance system of record: money status on the account

Invoice and payment state from Epicor ERP shows on the account in Zoho CRM, so reps see balances before promising the next order.

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 Zoho CRM aligned

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

What you can sync between Epicor ERP and Zoho 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 Zoho CRM objects How this pairing syncs
Sales orders Created from won CRM opportunities; status and line changes sync back out. Sales Order Synced with incremental and full sync per the Stacksync docs. Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions.
Purchase orders Synced with procurement systems and matched against receipts. Purchase Order Synced with incremental and full sync per the Stacksync docs. 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. Quote Synced with incremental and full sync per the Stacksync docs. Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions.
Customers Master records synced with CRM accounts so sales and the ERP agree on ownership and credit status. Lead Synced with incremental and full sync per the Stacksync docs. Customers is specific to Epicor ERP and Lead to Zoho CRM — each maps to any object or custom field on the other side.
Suppliers Vendor masters kept aligned with procurement and AP automation tools. Contact Synced with incremental and full sync per the Stacksync docs. Suppliers is specific to Epicor ERP and Contact to Zoho CRM — each maps to any object or custom field on the other side.
Parts Item masters that anchor inventory, BOM, and order line syncs. Account Synced with incremental and full sync per the Stacksync docs. Parts is specific to Epicor ERP and Account to Zoho CRM — each maps to any object or custom field on the other side.

How changes propagate between Epicor ERP and Zoho 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 Zoho 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 Zoho CRM through its API, with automatic retries and rate-limit backoff.

Zoho CRM Epicor ERP Sub-second propagation

DetectionZoho CRM notifies Stacksync of record changes through webhook events. Notification API (webhooks) on watched modules, with polling on Modified_Time.

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.
  • Zoho CRM: API credits are allocated per day and vary by edition.
What ships with Epicor ERP ⇄ Zoho CRM

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

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

Real-time

Two-way sync

Changes in Epicor ERP or Zoho 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 Zoho 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 Zoho CRM record.

Observability

Monitoring

Track your Epicor ERP ⇄ Zoho 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 Zoho CRM.

How the Epicor ERP and Zoho 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

Zoho CRM

Integration surface
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
Notification API (webhooks) on watched modules, with polling on Modified_Time
Capabilities
read · write · webhooks
Rate limits
API credits are allocated per day and vary by edition.
Zoho CRM setup guide
How it works

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

    Choose tables

    Pick the Epicor ERP and Zoho 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 ⇄ Zoho 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 Zoho CRM
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
Try interactive demo
FAQ

Epicor ERP and Zoho 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
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:

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 535 integrations available for Epicor ERP and Zoho CRM.

Popular · 8 of 535
All Epicor ERP integrations All Zoho CRM integrations Browse all integrations
Coworkers laughing in front of a laptop in a casual office setting

Your last integration took months.
Your next one takes a prompt.

Book a demo Tour the platform on your own