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ERP ⇄ Data warehouse

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

Keep Epicor ERP and Yellowbrick 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 Yellowbrick

Put Epicor ERP's records in Yellowbrick as live tables for reporting and analysis, without extract jobs, and write results back where Epicor ERP can use them.

ERP data is some of the most asked-for data in the warehouse and some of the hardest to get: the record types are many, the APIs are strict, and extract jobs are brittle. Whether Epicor ERP carries financials, operations, workforce data, or all three, the analysis belongs in Yellowbrick next to everything else the company measures.

Stacksync syncs AR invoices, Shipments, Bills of materials, Customers from Epicor ERP into tables in Yellowbrick continuously, managing API limits and schema drift along the way. The connection is bi-directional, so values computed in Yellowbrick can be written back to fields in Epicor ERP where that is useful.

Common use cases

  • Land ERP transactional extracts in Yellowbrick for finance and supply-chain analytics.
  • Push warehouse-computed aggregates or segments back into operational tools such as a CRM.
  • Sync Epicor customers and AR invoices into a CRM so sales sees order history and credit status without ERP logins.
  • Push won opportunities from the CRM into Epicor as sales orders and sync order status back.

Group reporting across systems

Combine Epicor ERP's records with data synced from other systems in Yellowbrick for consolidated views no single system can produce.

Write-back where Epicor ERP exposes writable fields

Classifications or reference values computed in Yellowbrick sync back onto the corresponding records in Epicor ERP.

Where Epicor ERP holds the books: finance reporting from live data

Financial records land in Yellowbrick as they change, so period-end reporting queries current numbers rather than last night's extract.

What you can sync between Epicor ERP and Yellowbrick

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 Yellowbrick objects
Purchase orders Synced with procurement systems and matched against receipts. Tables Columnar MPP tables; the primary targets for warehouse syncs.
Jobs Production jobs whose status feeds shop-floor dashboards and delivery-date updates. Views Logical views used to shape reads for BI and downstream syncs.
Quotes Estimates that pair with CRM opportunities during the sales cycle. Users and Roles Access-control objects that govern what a sync service account can read and write.
AR invoices Billing records surfaced in CRM or finance tools for collections visibility. Databases Top-level containers for schemas and tables.
Shipments Fulfillment confirmations synced to customer portals and commerce systems. Schemas Namespaces used to organize synced datasets by source or domain.
What ships with Epicor ERP ⇄ Yellowbrick

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Epicor ERP or Yellowbrick 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 Yellowbrick record.

Observability

Monitoring

Track your Epicor ERP ⇄ Yellowbrick 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 Yellowbrick.

How the Epicor ERP and Yellowbrick 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

Yellowbrick

Integration surface
SQL wire protocol (PostgreSQL-compatible) with JDBC/ODBC drivers; bulk loading via the ybload utility
Authentication
Database credentials, with LDAP and Kerberos options in enterprise deployments
Change detection
Polling on timestamp columns; no exposed transaction-log CDC
Capabilities
read · write
Rate limits
No API rate limits; throughput depends on cluster sizing, and bulk loads should use ybload rather than row-by-row inserts.
How it works

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

    Choose tables

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

Epicor ERP and Yellowbrick 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.

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→ 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 Yellowbrick.

Popular · 8 of 386
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