Real-time
Two-way sync
Changes in Affinity or Epicor ERP instantly reflect in both systems. No stale data, no manual imports.
CRM ⇄ ERP
Affinity to Epicor ERP integration — real-time, two-way sync
Keep Affinity and Epicor ERP 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
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Migrated from Celigo
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Migrated from Matillion
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Migrated from Fivetran
Case study
Migrated from Celigo
Why teams connect Affinity and Epicor ERP
Close the gap between front office and back office: Affinity and Epicor ERP share customers and status in real time, in both directions.
Affinity 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 Lists, List Entries, Persons, Organizations in Affinity with Shipments, Bills of materials, Customers, Suppliers 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
- Push enrichment data computed elsewhere into Affinity field values on list entries.
- Keep introductions and relationship data from Affinity aligned with outreach tools used by the team.
- Push won opportunities from the CRM into Epicor as sales orders and sync order status back.
- Mirror parts, on-hand inventory, and job status into a reporting database for shop-floor dashboards.
Where Epicor ERP handles order-to-cash: closed-won flows through
A deal won in Affinity 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 Affinity, 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.
What you can sync between Affinity and Epicor ERP
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.
| Affinity objects | Epicor ERP objects | |
|---|---|---|
| Field Values Custom field data, either global or scoped to a list, mapped field-by-field in syncs. | Suppliers Vendor masters kept aligned with procurement and AP automation tools. | |
| Notes Meeting and call notes synced for record-keeping in other systems. | Parts Item masters that anchor inventory, BOM, and order line syncs. | |
| Interactions Automatically captured emails and meetings, read for activity reporting. | Sales orders Created from won CRM opportunities; status and line changes sync back out. | |
| Reminders Follow-up tasks associated with people and organizations. | Purchase orders Synced with procurement systems and matched against receipts. | |
| Lists Pipelines (deal flow, fundraising, portfolio) that structure most Affinity data; syncs usually target a specific list. | Jobs Production jobs whose status feeds shop-floor dashboards and delivery-date updates. | |
| List Entries The membership of a person, organization, or opportunity on a list, carrying its list-specific fields. | Quotes Estimates that pair with CRM opportunities during the sales cycle. |
What ships with Affinity ⇄ Epicor ERP
Connect Affinity and Epicor ERP for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Affinity–Epicor ERP connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Affinity or Epicor ERP 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 Affinity or Epicor ERP record.
Observability
Monitoring
Track your Affinity ⇄ Epicor ERP sync health, view errors, and replay failed events in one click.
Trading partners
EDI
Transform legacy EDI complexity into simple database interactions between Affinity and Epicor ERP.
How the Affinity and Epicor ERP connectors work
Affinity
- Integration surface
- REST API
- Authentication
- API key
- Change detection
- Webhook subscriptions for record events, supplemented by polling
- Capabilities
- read · write · webhooks
- Rate limits
- Subject to the platform's published API rate limits
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
How it works
How to connect Affinity to Epicor ERP — 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.
- 01
Connect your apps
Authenticate Affinity and Epicor ERP with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.
Affinity
connected
Epicor ERP
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Affinity and Epicor ERP 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.
objects · Affinity ⇄ Epicor ERPCustomers 12,480Sales Orders 8,213Invoices 5,902Items 1,344 - 03
Map fields
Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.
Affinity Epicor ERPCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Affinity and Epicor ERP integration FAQ
-
Yes. Stacksync provides a managed, real-time two-way integration between Affinity and Epicor ERP: authenticate both systems, choose the objects to sync (such as Affinity's Field Values and Notes), map fields visually, and changes propagate both ways in milliseconds — no code required.
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On the Affinity side: Lists, List Entries, Persons, Organizations, plus custom fields where Affinity exposes them. On the Epicor ERP side: Shipments, Bills of materials, Customers, Suppliers. Stacksync auto-detects both schemas and converts types between the two systems.
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Yes. Each object mapping can be bidirectional or restricted to a single direction (both systems accept writes). Read-only mirrors, one-way pushes, and full two-way sync can be mixed in the same integration.
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Common patterns for Affinity and Epicor ERP: Where Epicor ERP handles order-to-cash: closed-won flows through; Where Epicor ERP is the finance system of record: money status on the account; One customer master. A deal won in Affinity creates or updates the customer in Epicor ERP with clean data, so fulfillment and invoicing start without re-entry.
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Affinity: REST API. Authentication: API key. Epicor ERP: 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. Stacksync manages authentication, retries, and rate limits on both sides.
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Affinity: The data model centers on lists: a person, organization, or opportunity gains list-specific field values only through its list entry, so syncs must address both the entity and the entry. Epicor ERP: The REST surface wraps Epicor business objects, so API writes pass through the same validation and business logic as the client UI. Stacksync's field mapping accounts for these differences between Affinity and Epicor ERP without custom code.
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.
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:
Related integrations
Every pair below is a real-time, two-way sync. Search all 386 integrations available for Affinity and Epicor ERP.
Popular · 8 of 386
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Affinity ⇄ Cetec ERP -
Affinity ⇄ Cin7 - Affinity ⇄ DEAR Inventory
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Affinity ⇄ Deposco -
Epicor ERP ⇄ Insightly -
Epicor ERP ⇄ Intercom -
Epicor ERP ⇄ Kommo -
Epicor ERP ⇄ Kustomer
No integrations match .
