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ERP ⇄ Business productivity

Epicor ERP to Microsoft 365 integration — real-time, two-way sync

Keep Epicor ERP and Microsoft 365 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 Microsoft 365

Bridge the tools people work in and the system the business runs on: real-time, two-way sync between Microsoft 365 and Epicor ERP.

The ERP holds the records the business is run on, and it is rarely where day-to-day work happens. Microsoft 365 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 Bridging them by hand, or by nightly file transfer, leaves each side out of date for hours at a time.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 Planner & To Do Tasks, Users, Groups, Mail Messages in Microsoft 365 with Bills of materials, Customers, Suppliers, Parts 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 calendar events into scheduling or CRM tools so meetings appear on customer timelines.
  • Sync SharePoint lists with operational databases so business users edit in SharePoint while systems read SQL.
  • Keep supplier and purchase order data synced with procurement or AP automation tools.
  • Sync shipment confirmations out to commerce platforms and customer portals as jobs complete.

Where Microsoft 365 faces customers and Epicor ERP carries account records

Order, invoice, or account status from Epicor ERP appears alongside the customer in Microsoft 365, so front-line teams answer from live data.

Where Microsoft 365 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 Microsoft 365, so the tools people use daily reflect the org as it actually is.

What you can sync between Epicor ERP and Microsoft 365

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 Microsoft 365 objects
Parts Item masters that anchor inventory, BOM, and order line syncs. Planner & To Do Tasks Task items synced with project and work-management tools.
Sales orders Created from won CRM opportunities; status and line changes sync back out. Users Entra ID user accounts synced with HR and identity systems.
Purchase orders Synced with procurement systems and matched against receipts. Groups Microsoft 365 and security groups kept aligned with org structure and access rules.
Jobs Production jobs whose status feeds shop-floor dashboards and delivery-date updates. Mail Messages Exchange Online messages read for logging, archiving, or activity capture.
Quotes Estimates that pair with CRM opportunities during the sales cycle. Calendar Events Events synced with scheduling tools and CRMs for meeting visibility.
AR invoices Billing records surfaced in CRM or finance tools for collections visibility. Contacts Personal and org contacts kept consistent with CRM contact records.
What ships with Epicor ERP ⇄ Microsoft 365

Connect Epicor ERP and Microsoft 365 for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Epicor ERP–Microsoft 365 connection.

Real-time

Two-way sync

Changes in Epicor ERP or Microsoft 365 instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Epicor ERP or Microsoft 365 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 Microsoft 365 record.

Observability

Monitoring

Track your Epicor ERP ⇄ Microsoft 365 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 Microsoft 365.

How the Epicor ERP and Microsoft 365 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

Microsoft 365

Integration surface
REST API (Microsoft Graph)
Authentication
OAuth 2.0 via Microsoft Entra ID, with delegated or application permissions
Change detection
Graph change notifications (webhooks) plus delta queries for incremental sync
Capabilities
read · write · webhooks
How it works

How to connect Epicor ERP to Microsoft 365 — 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 Microsoft 365 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
    Microsoft 365 connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Epicor ERP and Microsoft 365 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 ⇄ Microsoft 365
    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 Microsoft 365
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Epicor ERP and Microsoft 365 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 Microsoft 365.

Popular · 8 of 386
All Epicor ERP integrations All Microsoft 365 integrations Browse all integrations
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