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ERP ⇄ Accounting and finance

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

Keep Epicor ERP and Rillet 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 Rillet

Keep Rillet and Epicor ERP agreeing on customers, invoices, and balances, whether they split the finance workload or one is replacing the other.

A dedicated finance tool and an ERP end up side by side for practical reasons: a subsidiary runs lighter software than headquarters, billing runs in a specialist system while the enterprise system holds the wider view, or the company is mid-migration and both are live. Whatever the split, the two systems describe overlapping customers and transactions, and that overlap drifts without a live connection.

Stacksync syncs Bill, Journal Entry, Invoice Payment, Charge in Rillet with Customers, Suppliers, Parts, Sales orders in Epicor ERP in real time and in both directions. You decide which system wins on which field, and every change made in one is reflected in the other within seconds instead of at the next batch run.

Common use cases

  • Push billing events from a product or usage-metering system into Rillet for revenue recognition.
  • Sync AR and collection status back to customer success tools ahead of renewals.
  • 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.

One customer and vendor master

Where both systems keep records of the same organizations, corrections made in either propagate to the other.

Subsidiary to headquarters

Where Rillet serves a business unit and Epicor ERP is the group system, transactions and customer records roll up continuously, so consolidation starts from live data.

Where Rillet handles billing: invoices land in Epicor ERP

Invoices and payment activity from the billing side post through to the enterprise system automatically.

What you can sync between Epicor ERP and Rillet

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 Rillet objects
AR invoices Billing records surfaced in CRM or finance tools for collections visibility. Invoice Payment Synced with incremental and full sync per the Stacksync docs.
Shipments Fulfillment confirmations synced to customer portals and commerce systems. Charge Synced with incremental and full sync per the Stacksync docs.
Bills of materials Methods of manufacturing read for costing and planning integrations. Reimbursement Synced with incremental and full sync per the Stacksync docs.
Customers Master records synced with CRM accounts so sales and the ERP agree on ownership and credit status. Custom Field Synced with incremental and full sync per the Stacksync docs.
Suppliers Vendor masters kept aligned with procurement and AP automation tools. Account Synced with incremental and full sync per the Stacksync docs.
Parts Item masters that anchor inventory, BOM, and order line syncs. Customer Synced with incremental and full sync per the Stacksync docs.
What ships with Epicor ERP ⇄ Rillet

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Epicor ERP or Rillet 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 Rillet record.

Observability

Monitoring

Track your Epicor ERP ⇄ Rillet 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 Rillet.

How the Epicor ERP and Rillet 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

Rillet

Integration surface
REST API (OpenAPI-specified, with production and sandbox environments)
Authentication
API key generated in Rillet (Organization Setting -> API Access); uncheck Read Only for bidirectional sync, check Read Only for one-way sync
Change detection
Near real-time updates via change tracking; incremental sync per object, with delete detection (some objects checked every 1h or 4h)
Capabilities
read · write · CDC · webhooks
Rate limits
Subject to the platform's API rate limits.
Rillet setup guide
How it works

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

    Choose tables

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

Epicor ERP and Rillet 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 Rillet.

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