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ERP ⇄ CRM

Epicor ERP to ZoomInfo integration — real-time data sync

Keep Epicor ERP and ZoomInfo 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

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Why teams connect Epicor ERP and ZoomInfo

Flow ZoomInfo data into Epicor ERP in real time — no exports, no schedulers, no custom scripts.

ZoomInfo is a read-only source: Stacksync reads its data in real time and delivers it into Epicor ERP, so Epicor ERP always reflects the current state of ZoomInfo — without exports, scripts, or schedulers.

ZoomInfo 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.

Common use cases

  • Align CRM account hierarchies with ZoomInfo's corporate hierarchy data.
  • Enrich CRM accounts and contacts on a schedule so firmographics, titles, and phone numbers stay current.
  • Mirror parts, on-hand inventory, and job status into a reporting database for shop-floor dashboards.
  • Keep supplier and purchase order data synced with procurement or AP automation tools.

Where Epicor ERP manages people and org data: keep ZoomInfo aligned

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

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

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

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 ZoomInfo, so reps see balances before promising the next order.

What you can sync between Epicor ERP and ZoomInfo

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 ZoomInfo objects
AR invoices Billing records surfaced in CRM or finance tools for collections visibility. Contact Profiles Person records with title, email, phone, and company linkage, used to enrich leads and contacts.
Shipments Fulfillment confirmations synced to customer portals and commerce systems. Intent Signals Company-level topic scores indicating in-market buying behavior.
Bills of materials Methods of manufacturing read for costing and planning integrations. Scoops Event-driven signals such as leadership changes, funding rounds, and new projects.
Customers Master records synced with CRM accounts so sales and the ERP agree on ownership and credit status. Technographics Technology install data per company, used for segmentation and territory planning.
Suppliers Vendor masters kept aligned with procurement and AP automation tools. Company Hierarchies Parent and subsidiary linkage used to align CRM account hierarchies.
Parts Item masters that anchor inventory, BOM, and order line syncs. Company Profiles Firmographic records covering industry, size, revenue, and location, matched against CRM accounts.
What ships with Epicor ERP ⇄ ZoomInfo

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

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

Real-time

Real-time sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Epicor ERP or ZoomInfo 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 ZoomInfo record.

Observability

Monitoring

Track your Epicor ERP ⇄ ZoomInfo 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 ZoomInfo.

How the Epicor ERP and ZoomInfo 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

ZoomInfo

Integration surface
REST API organized around search and enrich endpoints
Authentication
API credentials exchanged for a short-lived JWT
Change detection
Scheduled re-enrichment and polling; the platform is primarily a lookup and enrichment source, not an event stream
Capabilities
read
Rate limits
Usage is metered by credits and contract-based limits rather than a single public rate limit.
How it works

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

    Choose tables

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

Epicor ERP and ZoomInfo integration FAQ

SECURITY

Security teams love 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 386 integrations available for Epicor ERP and ZoomInfo.

Popular · 8 of 386
All Epicor ERP integrations All ZoomInfo integrations Browse all integrations
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