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Business productivity ⇄ ERP

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

Keep ConnectWise 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

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Why teams connect ConnectWise and Epicor ERP

Bridge the tools people work in and the system the business runs on: real-time, two-way sync between ConnectWise and Epicor ERP.

The ERP holds the records the business is run on, and it is rarely where day-to-day work happens. ConnectWise is closer to the work, and the two often need the same facts about the same people, organizations, and transactions. Bridging them by hand, or by nightly file transfer, leaves each side out of date for hours at a time.

Stacksync syncs Service Tickets, Opportunities, Agreements, Projects in ConnectWise with Suppliers, Parts, Sales orders, Purchase orders in Epicor ERP bi-directionally and in real time, with field-level mapping and rules for which system wins on conflict. Changes made where the work happens reach the system of record within seconds, and the reverse.

Common use cases

  • Mirror service tickets into a data warehouse or operations database for SLA and workload reporting.
  • Push closed-won opportunities from the CRM into ConnectWise to kick off agreements and onboarding projects.
  • 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 ConnectWise faces customers and Epicor ERP carries account records

Order, invoice, or account status from Epicor ERP appears alongside the customer in ConnectWise, so front-line teams answer from live data.

Where ConnectWise collects payments: transactions post through

Payment events sync into Epicor ERP as they occur, keeping the enterprise records current without manual entry.

Where Epicor ERP is the HR or people system of record

Worker and organization data from Epicor ERP stays current in ConnectWise, so the tools people use daily reflect the org as it actually is.

What you can sync between ConnectWise 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.

ConnectWise objects Epicor ERP objects
Configurations Managed devices and assets tied to companies, useful for asset inventory syncs. Customers Master records synced with CRM accounts so sales and the ERP agree on ownership and credit status.
Members Internal users and technicians referenced by tickets and time entries. Suppliers Vendor masters kept aligned with procurement and AP automation tools.
Activities Sales and service activity records synced for engagement reporting. Parts Item masters that anchor inventory, BOM, and order line syncs.
Companies Client and prospect account records that anchor most other PSA data in a sync. Sales orders Created from won CRM opportunities; status and line changes sync back out.
Contacts People attached to companies, commonly synced against CRM contact records. Purchase orders Synced with procurement systems and matched against receipts.
Service Tickets Support and service desk tickets, including status, board, and priority fields. Jobs Production jobs whose status feeds shop-floor dashboards and delivery-date updates.
What ships with ConnectWise ⇄ Epicor ERP

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever ConnectWise 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 ConnectWise or Epicor ERP record.

Observability

Monitoring

Track your ConnectWise ⇄ 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 ConnectWise and Epicor ERP.

How the ConnectWise and Epicor ERP connectors work

ConnectWise

Integration surface
REST API
Authentication
Public/private API key pair for an API member, combined with a registered clientId, sent via Basic authentication
Change detection
Callbacks (webhooks) on record changes, supplemented by polling on last-updated fields
Capabilities
read · write · webhooks
Rate limits
Subject to the platform's API rate limits per company and integration

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 ConnectWise 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.

  1. 01

    Connect your apps

    Authenticate ConnectWise 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.

    • OAuth 2.0
    • SSH tunnel
    • VPC peering
    ConnectWise connected
    Epicor ERP connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the ConnectWise 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.

    • Standard objects
    • Custom objects
    • Auto-schema
    objects · ConnectWise ⇄ Epicor ERP
    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
    ConnectWise Epicor ERP
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

ConnectWise and Epicor ERP 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 ConnectWise and Epicor ERP.

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