Your branches use Epicor. Your sales team is powered by a CRM. They copy quotes and stock and customer records by hand between them. Someone always copies the wrong one.
IQ integrates Epicor Kinetic, Prophet 21, BisTrack and older Epicor versions with the CRM, storefront and analytics programs around them, cloud or on-premise. Then each customer, item and order has one ID across systems. This gives your AI business and your teams context. Custom API integration (bidirectional). First flow in 8 to 12 weeks.
Map your Epicor connections
You'll hear back from a senior engineer within one business day.
“As someone who can be intimidated when things get too technical, they made the process of outlining our integration very approachable and understandable.”
Trusted by enterprise teams
Epicor integration services link an Epicor ERP to other systems a manufacturer or distributor relies on. Customers, parts, price lists, quotes, sales orders, shipments and invoices flow between Epicor and a CRM such as Salesforce, an online store and a data warehouse. Epicor retains ownership of all items shipped or billed. Good Epicor data integration means no duplicate data entry, all branches have the same view of stock and AI and reporting has enterprise context, meaning data is cross-functional, clean and structured.
Epicor is made up of parts, warehouses and branches. A CRM revolves around accounts and deals. Many Epicor installations also run on a server within the plant, outside the reach of cloud tools. Epicor systems integration fills both gaps in code not in spreadsheets.
How it works today
A counter rep types each won deal into Epicor, and deals that never get typed never get built or shipped.
Reps quote from a price export that's weeks old, so margins slip on every custom price.
Sales calls on an account without knowing it's on credit hold.
Once it's connected
Closed-won writes the Epicor order against the right customer and branch.
Price lists and on-hand by warehouse update before reps quote.
Open invoices and holds show next to the deal.
Epicor API integration works with any system that has an API or a database we can reach. Most projects begin with Epicor CRM integration and add commerce and reporting later.
Epicor's own services where your version offers them; a read-only database path where it doesn't.
Accounts, contacts, opportunities, quotes
B2B and B2C orders, customer pricing, stock by warehouse
Consolidation, card payments, sales tax
Returns, warranty claims, order lookups
Sales, margin, and inventory history for BI and AI
Manufacturers and distributors usually ask for these five, in roughly this order.
Where most of the Epicor CRM integration work happens. A closed deal in Salesforce or Dynamics 365 will find the Epicor customer, or create it with the correct branch and terms, and write the order. The Epicor order number, ship date, and invoice total are sent back to the deal.
Customer price lists and on-hand quantity by warehouse reach the CRM, so quotes match what Epicor will invoice.
B2B portal and Shopify orders post to Epicor against the existing customer and its contract pricing.
Balances, past-due amounts, and holds show on the account before a rep calls.
Moving from an older Epicor release or another ERP onto Kinetic? We move customers, parts, and open and closed transactions as a planned data migration, then rebuild each existing link against the new system before cutover.
Your Epicor security groups and your firewall rules set the limits. The integration works inside them.
On-premise Epicor servers connect over a site-to-site VPN. Nothing on the ERP side faces the internet.
Flows run against a test copy of Epicor and get your sign-off there before they touch production.
Monitoring, alerts, and automatic retries come with every build, including a check that the VPN tunnel is up.
Every field is mapped and tested on purpose, so cost and margin data stay in Epicor unless you add them.
Epicor knows parts, jobs, and invoices. The CRM knows which accounts are growing, and the service desk knows which products come back. A forecasting model that reads only Epicor sees what shipped, not what's coming.
of mid-market manufacturers name legacy integration as their top AI barrier.
45% still work in siloed systems. Kaufman Rossin 2026of industrial firms say data quality is their biggest AI barrier.
48% point to legacy integration and silos. 272 respondents. IIoT World 2026of mid-market manufacturers have a data warehouse.
The rest report straight from each system. Kaufman Rossin 2026of IT leaders say integration problems slow AI down.
On average, 28% of 897 apps are integrated. MuleSoft 2024What is missing is what our CEO, Tim Ritchie, calls enterprise context. Your data needs three things all at once.
Demand signals sit in the CRM, and shipments sit in Epicor. A model needs both to plan stock.
One customer under three Epicor IDs, one per branch, and every account forecast is split three ways.
Shared customer and part numbers, with one owner per field, tell a model which order belongs to which deal.
This has been built by Integrate IQ since 2013 as a strategy partner across sales, finance and service. With it in place, AI is able to help plan inventory and pipeline together.
Your Epicor product, where it's hosted, and who will own the result decide it.
An app built for one pair of systems
Boomi, MuleSoft, Workato
Scoped, built, and run by our engineers
Cloud Kinetic with one store and standard fields? A connector may do the job. With branches, user-defined fields, or an on-premise server, our Epicor ERP integration services tend to cost less over three years than a license plus a hire.
Our Epicor integration services keep one team on the work, from the first scoping call through support years later.
We don't re-sell ERP, we integrate Epicor systems. Discovery is built and supported by the engineers at Discovery.
Our Epicor integration consultants ask where orders get rekeyed today, then design the flows that end it.
More than a decade of joining ERP, CRM, and finance data, with 20 billion+ records synced every year.
We've connected on-premise Epicor over a site-to-site VPN, along with legacy databases including AS400s.
ERPs, custom objects, legacy databases, real time bi-directional sync. "All estimates are shipped by the same engineers who ship the integration build."
Build your estimate60-second ballpark. No back-and-forth.
Standard on every build. Every estimate already includes all six.
One-way or two-way, built to your data flow.
Every property mapped, validated, and tested.
Instant triggers and batched syncs together.
Your business rules, written into the build.
Monitoring, alerts, and retry logic built in.
License, maintenance, and ongoing support.
A first flow, usually won deal to sales order, goes live 8 to 12 weeks after kickoff. Other flows follow one at a time.
product and release, hosting, user defined fields and ids matching customers and parts across systems.
We pick the connection path from the table below and you sign off each field.
Flows run against your Epicor test environment.
Your team checks results while history loads in staging.
Live with alerts on, then year-one support begins. Larger scopes run to week 12.
A construction supplier in the Northwest ran operations on Epicor BisTrack, hosted on its own servers, and sales in a CRM. Deals created in sales never reached the ERP, which broke inventory tracking and quoting. We connected the two both ways through a site-to-site VPN, so every branch works from the same customer record and nobody rekeys sales data.
Several came to us after other approaches stalled.
“We've partnered with Integrate IQ for over five years to develop integrations between our complex and not-so-widely-known ERP.”
“We have worked with integrate IQ a little over a year and a half now and I could not recommend them more.”
“From project planning and scoping, through build, and after deployment support, the team at Integrate IQ has been exemplary to work with.”
What IT managers, controllers, and branch leaders ask us first.
Scope and cost
It links Epicor to the CRM your sales team uses, usually Salesforce or Dynamics 365. Won deals become Epicor sales orders, and stock, price lists, order status, and open invoices flow back to the CRM so reps quote and follow up with Epicor's numbers.
It's data that is cross-functional, clean, and structured at the same time. For Epicor, that means orders and stock joined to pipeline and service data with shared customer and part IDs, so AI can plan inventory against real demand instead of last year's shipments.
Epicor Kinetic, Prophet 21, BisTrack, and older Epicor releases, cloud or on-premise. Each one connects differently, so the first week of every project confirms your product, release, and hosting before we pick a connection path.
With one fixed price once discovery ends. The biggest factors are your Epicor product and hosting, how many branches or companies you run, how many user-defined fields matter, and how much history you want loaded.
Ask who writes the code and who supports it after launch, whether the price is fixed after discovery, and whether you get a written field list. An Epicor system integrator should also explain how it handles your next Epicor upgrade.
How it works
Yes. We've connected on-premise Epicor BisTrack over a site-to-site VPN, and we reach other on-premise releases the same way. Nothing on the ERP side is opened to the internet, and monitoring alerts us if the tunnel goes down.
No. Writes go through Epicor's own services so its business rules still apply. Where an older release lacks a service we need, we read from the database with read-only access and on a schedule that doesn't slow the branches.
We test every flow against the new release in your test environment before you upgrade production, and fix anything that changed. Upgrade checks are part of the first year of support.
We agree a match rule and a parent account in the first weeks, then link each branch record to it. Possible duplicates go to a person to confirm instead of being merged automatically.
Working with us
Often, if you run cloud Kinetic with one CRM or store and standard fields. Once you add branches, user-defined fields, or an on-premise server, custom API integration usually costs less than stretching a connector.
Only if you have developers to build and run flows on it. Without that team, a custom integration we build and support avoids both the platform license and the hire.
We do. Monitoring, fixes, upgrade checks, and changes are included for the first year, handled by the engineers who built it.
Tell us your Epicor product, where it runs, and the handoff that costs you the most. We'll come back with a connection path, a field list, and one fixed price.
"Epicor" covers several different ERPs. Kinetic, Prophet 21, BisTrack, and older Epicor releases each offer different ways in, and hosting changes the picture again. Picking the right path in week one saves rework later.
| Path | Good for | What we check first |
|---|---|---|
| Epicor's REST services (Kinetic) | Creating and updating customers, orders, and parts with Epicor's own business rules applied | Your release, and whether the service you need exists for it |
| Saved queries (BAQs) exposed as services | Reading a shaped set of data, like stock by warehouse or open invoices | Query run time on large tables at busy hours |
| Custom logic inside Epicor | Steps Epicor should run itself, such as pricing or credit checks | Who maintains that logic through Epicor upgrades |
| Prophet 21 and other product APIs | Distribution flows on Epicor products outside Kinetic | Which endpoints your version exposes |
| Read-only database access over VPN | Older or on-premise releases without the service you need, like the BisTrack build above | Read-only credentials and a schedule that spares the ERP |
We write to Epicor only through its own services where they exist, so Epicor's validation rules still apply to every record. Direct database access stays read-only. That keeps Epicor in charge of its own data, even when the faster route would be to write straight into a table.
Each record has one owner. Only the owner changes it. Every other system reads it, and a disagreement raises a flag rather than an overwrite.
| Record | Owner | Read by |
|---|---|---|
| Prospect, deal, quote draft | CRM | Epicor when the deal is won |
| Customer, ship-to, terms | Epicor once it buys | CRM, store |
| Parts and price lists | Epicor | CRM, store |
| Stock by warehouse | Epicor | CRM, store |
| Orders, shipments, invoices | Epicor | CRM, warehouse |
| Returns and warranty cases | Service desk | Epicor for credits |
These four show up in most of the Epicor links we're asked to repair. Each one fails quietly.
Run fast where a customer or a rep is waiting, and batch everything else. An on-premise Epicor server serves the branch counter first, so the integration should never compete with it at the busiest hour.
| Flow | Timing | Why |
|---|---|---|
| Won deal to sales order | Within minutes | Production and picking start from the order |
| Web and portal orders | Within minutes | Buyers expect a same-day confirmation |
| Stock by warehouse | Every 15 to 30 minutes | Close enough for quoting, light on the server |
| Price lists | When they change | Price updates are rare but must be exact |
| Invoices and balances | Hourly or daily | Reps check them before calls, not mid-call |
| Warehouse loads | Nightly | Reports run on closed days |
These are starting points. We set the final schedule in week two, after measuring how long your Epicor queries take at busy and quiet hours.
We give one fixed price after discovery. These five factors move it the most.
| Factor | Lighter | Heavier |
|---|---|---|
| Product and hosting | Cloud Kinetic on a current release | Older on-premise release behind a firewall |
| Branches and companies | One company, one site | Many branches or companies in one database |
| Custom fields | Standard fields | Many user-defined fields and tables |
| Systems | One CRM | CRM, store, finance, and warehouse |
| History | Open orders only | Years of closed orders and invoices |
Bring these and discovery moves a week faster.
