Keep Epicor and SugarCRM reading from each other
Bi-directional sync between the ERP and the CRM, on a schedule you set. Customers, contacts, quotes, orders, invoices and cases, plus live Epicor views inside Sugar dashlets.
Integration
Unified ERP and CRM Data
One record per customer across both systems, synced on a schedule you set, so neither team retypes what the other already entered.
Comprehensive Data Sync
Keep your critical business data synchronized across both systems. Bi-directional sync for transactional data, one-way sync for master data from Epicor.
- Bi-directional: customers, contacts, quotes, orders, invoices, cases
- One-way from Epicor: price lists, parts
- Changes automatically reflected across systems
- Conflict resolution and full audit trail
- Custom field mapping support
Epicor
SugarCRMLive Epicor Views via Sugar Dashlets
Access real-time Epicor data directly within SugarCRM without switching systems. Powered by Epicor BAQs, your sales team gets instant visibility into ERP data.
- Real-time access to Epicor data from SugarCRM
- Powered by Epicor BAQs (Business Activity Queries)
- Custom dashlets for sales, inventory, order status
- No need to switch between systems
- Configurable views for different user roles
Epicor Open Orders
Live BAQ Data
40
$174.7K
$4,368
| Customer | Open Orders | Total Value |
|---|---|---|
| Acme Corp | 12 | $45,230 |
| GlobalTech | 8 | $32,150 |
| ManuPro Inc | 15 | $78,900 |
| FastShip LLC | 5 | $18,420 |
Powered by Epicor BAQ: OpenOrdersByCustomer
Real-Time Updates and Monitoring
Stay informed with instant sync notifications and comprehensive monitoring. Track every sync operation and get alerted to any issues before they impact your business.
- Instant sync on record changes
- Full execution history and success tracking
- Alerts for sync failures or anomalies
- Scheduled batch syncs for bulk operations
- Detailed logs for troubleshooting
2,847
Total runs
99.2%
Success rate
1m 28s
Avg duration
Recent Runs
| Run ID | Started | Duration | Records | Status |
|---|---|---|---|---|
| run-8472 | 2 min ago | 1m 23s | 23 | Success |
| run-8471 | 17 min ago | 1m 18s | 45 | Success |
| run-8470 | 32 min ago | 1m 31s | 12 | Success |
| run-8469 | 47 min ago | 2m 05s | 89 | Success |
| run-8468 | 1 hr ago | — | — | Failed |
Epicor Kinetic and SugarCRM Integration
Epicor and SugarCRM, reading from each other
Frequently Asked Questions
Ready to Unify Your ERP and CRM?
Keep Epicor and SugarCRM in perfect sync. Eliminate duplicate data entry and give your teams a unified view of every customer.
