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Epicor and SugarCRMSeamlessly Connected

Complete bi-directional sync between your ERP and CRM. Customers, contacts, quotes, orders, invoices, cases, and more—always in sync across both systems.

Trusted by leading manufacturers

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Integration

Unified ERP and CRM Data

Eliminate manual data entry and keep your teams aligned with automatic synchronization between Epicor Kinetic and SugarCRM.

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
EpicorEpicor
SugarCRMSugarCRM
Customers
2m agoBi-directional
Contacts
2m agoBi-directional
Quotes
5m agoBi-directional
Orders
1m agoBi-directional
Invoices
3m agoBi-directional
Cases
1m agoBi-directional
Price Lists
1h agoOne-way
Parts
1h agoOne-way

Live 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

Live
Open Orders

40

Total Value

$174.7K

Avg Order

$4,368

CustomerOpen OrdersTotal Value
Acme Corp12$45,230
GlobalTech8$32,150
ManuPro Inc15$78,900
FastShip LLC5$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 IDStartedDurationRecordsStatus
run-8472
2 min ago
1m 23s23Success
run-8471
17 min ago
1m 18s45Success
run-8470
32 min ago
1m 31s12Success
run-8469
47 min ago
2m 05s89Success
run-8468
1 hr ago
Failed

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.