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Unify Epicor E9 ERP & Shopify: Seamless eCommerce Automation

Achieve Real-time Order, Inventory, and Customer Sync for Unprecedented Efficiency and Growth.

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The Challenge

The Challenge: Disconnected Epicor E9 & Shopify Operations

Operating Epicor E9 and Shopify as separate silos creates significant operational hurdles, hindering efficiency, accuracy, and scalability for modern businesses. Manual processes lead to delays, errors, and a fragmented view of your business.

  • **Manual Data Entry:** Tedious, error-prone transfer of Shopify orders, customer details, and product data into Epicor E9.
  • **Inventory Discrepancies:** Outdated stock levels on Shopify leading to overselling, backorders, and dissatisfied customers.
  • **Delayed Fulfillment:** Slow transfer of order data to Epicor E9 prevents rapid order processing and shipping.
  • **Inaccurate Financials:** Disjointed financial data between eCommerce sales and Epicor E9 accounting, complicating reconciliation.
  • **Fragmented Customer View:** Customer data spread across Shopify and Epicor E9, preventing unified customer experiences and targeted marketing.
  • **Limited Scalability:** Manual processes become unsustainable as eCommerce sales grow, stifling business expansion.
Integration Diagram
Solution Illustration
The Solution

The Solution: Intelligent Integration for Epicor E9 & Shopify

Our modern iPaaS provides a comprehensive, low-code solution to seamlessly connect Epicor E9 and Shopify. It automates critical workflows, ensures data consistency, and empowers your business with real-time insights, transforming your eCommerce and back-office operations.

  • Real-time, Event-Driven Synchronization
  • Bidirectional Data Flow (Orders, Inventory, Products, Customers)
  • Advanced Data Mapping & Transformation
  • Robust Error Handling & Monitoring
  • Low-Code/No-Code Workflow Design
Implementation Timeline

Go live with Epicor E9 + Shopify in as little as 2–4 weeks.

A proven, repeatable implementation approach that minimizes risk while getting your team to value quickly.

1

Access Enabled

Secure connections established to both Epicor E9 and Shopify, with credentials and environments confirmed.

2

Configuration & Mapping

Field mappings, business rules, and workflows configured using visual tools and pre-built templates.

3

Go Live

Launch production-ready integration with monitoring, alerting, and support in place—typically within 2–4 weeks.

Time to Value

2–4 weeks

Typical implementation window from access granted to production go-live for most Epicor E9 + Shopify deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

Guided by Clarity experts with your team involved at key milestones.

Comprehensive Solution Details

  • Real-time, Event-Driven Synchronization
  • Bidirectional Data Flow (Orders, Inventory, Products, Customers)
  • Advanced Data Mapping & Transformation
  • Robust Error Handling & Monitoring
  • Low-Code/No-Code Workflow Design
  • AI-Powered Integration Accelerators
  • Scalable, Secure, and Compliant Architecture

Technical Integration Details: Epicor E9 & Shopify

Our integration solution leverages the robust API capabilities of both Epicor E9 and Shopify, orchestrated by an intelligent iPaaS, to create a highly efficient and reliable data exchange mechanism.

Data Flow Steps

**Establish Connectivity:** Securely connect to Shopify via OAuth 2.0 and Epicor E9 via its Service Connect, custom REST/SOAP APIs, or database connectors.

**Configure Webhooks & Triggers:** Set up Shopify webhooks (e.g., `orders/create`, `fulfillments/create`) for real-time event capture. Define schedules or Epicor E9-side triggers for batch updates (e.g., inventory).

**Design Data Flows:** Visually construct integration workflows using the iPaaS's drag-and-drop designer, defining the sequence of operations.

**Map Entities & Fields:** Use the AI-assisted mapping canvas to precisely map data fields between Shopify entities (e.g., Order) and Epicor E9 business objects (e.g., Sales Order).

**Implement Transformations:** Apply data transformation rules (e.g., date formatting, currency conversion, conditional logic) to ensure data integrity and compatibility.

**Configure Error Handling:** Define retry policies, dead-letter queues, and alerting mechanisms for robust error management.

**Test & Deploy:** Thoroughly test workflows in a sandbox environment, then promote them through Dev, QA, and Production environments using CI/CD pipelines.

**Monitor & Optimize:** Continuously monitor integration performance, logs, and alerts, and use analytics to identify areas for optimization.

Data Touchpoints

Shopify Order <-> Epicor E9 Sales Order
Shopify Product/Variant <-> Epicor E9 Part Master
Shopify Customer <-> Epicor E9 Customer Master
Shopify Inventory Level <-> Epicor E9 PartPlant.OnHandQty
Shopify Fulfillment <-> Epicor E9 Shipment
Shopify Refund <-> Epicor E9 Credit Memo
Shopify Transaction <-> Epicor E9 Financial Entries

"Shopify (Webhooks/REST API) <--> iPaaS (Connectors, Flows, Mapping, Rules, AI) <--> Epicor E9 (Service Connect/REST/DB)"

Pricing

Simple, transparent pricing for Epicor E9 + Shopify.

Start with a single integration pair and scale as your business grows—without surprise fees or transaction penalties.

Connect™ Plan

Clarity Connect

$595 /mo

Billed annually • Includes one production integration pair

  • Unlimited transactions and API calls within fair-use limits.
  • Visual workflow designer and reusable mapping templates.
  • Monitoring, alerting, and access to Clarity’s support team.
View full pricing & options
Innovative & Robust

How Middleware Integration Works

Benefits of Integrating Epicor E9

Integrating Epicor E9 fosters greater efficiency and data accuracy. Automate your critical business processes to deliver consistently outstanding results.

Hover over the steps on the right to see detailed integration points.
Data Mapping

Key Entities & Intelligent Mapping

Our iPaaS provides comprehensive support for mapping and transforming critical business entities between Epicor E9 and Shopify, ensuring data integrity and consistency across your operations. AI-assisted mapping accelerates this process.

Order

Represents a customer's purchase in Shopify. Maps to Epicor E9 Sales Order.

Epicor E9 Fields

OrderHed.OrderNum OrderHed.CustNum OrderHed.OrderDate OrderDtl.PartNum OrderDtl.OrderQty OrderHed.PONum (Shopify Order ID)

Shopify Fields

id order_number customer line_items total_price financial_status shipping_address

Mapping Notes

Shopify's `order_number` is typically mapped to Epicor E9's `PONum` or a custom reference field. `line_items` are mapped to `OrderDtl` records, requiring SKU matching. Customer details populate `Customer` and `OrderHed` fields.

Next Steps

See Epicor E9 + Shopify integration in action.

Explore a guided demo, start a sandbox integration, or speak directly with our solution architects about your specific use cases.

Start Free Trial Request Live Demo
Real-World Applications

Integration Use Cases

Explore how the integration behaves in real business scenarios, with clearly defined steps, outcomes, and execution patterns.

Real-time Order Processing & Fulfillment

Automatically capture new Shopify orders and create corresponding sales orders in Epicor E9. Once fulfilled, Epicor E9 updates Shopify with shipment details and tracking, closing the loop.

Integration Steps:

  1. 0 Shopify customer places an order.
  2. 1 Shopify webhook triggers iPaaS to pull order details.
  3. 2 iPaaS transforms data and creates Sales Order in Epicor E9.
  4. 3 Epicor E9 processes order (e.g., inventory allocation, pick slip generation).
  5. 4 Fulfillment in Epicor E9 (or WMS) updates Epicor E9 shipment records.
  6. 5 iPaaS detects Epicor E9 shipment update and pushes fulfillment details to Shopify.
  7. 6 Shopify notifies customer with tracking information.

Business Outcome

Reduced order processing time, accurate inventory allocation, faster shipping, improved customer communication, and streamlined financial reconciliation.

Frequency

Real-time (event-driven)

Business Value

Key Integration Benefits

Discover the strategic advantages and business value of seamless integration between your systems.

Boost Operational Efficiency
Automate manual data entry, eliminate repetitive tasks, and streamline workflows between Shopify and Epicor E9, saving countless hours for your teams.
Ensure Data Accuracy
Achieve real-time, bidirectional synchronization of orders, inventory, and customer data, eliminating discrepancies and providing a single source of truth.
Accelerate Order to Cash
Speed up order processing, fulfillment, and financial reconciliation by instantly transferring Shopify orders to Epicor E9 and updating shipment details.
Prevent Overselling
Synchronize Epicor E9 inventory levels to Shopify in near real-time, ensuring customers see accurate stock availability and preventing costly backorders.
Enhance Customer Experience
Provide customers with accurate order statuses, tracking information, and consistent product data, fostering trust and loyalty.
Drive Scalability & Growth
Build a resilient integration foundation that scales with your eCommerce growth, allowing you to expand without being limited by manual processes.
✨

Boost Operational Efficiency

70% Reduction in manual data entry

📋 What You Get

Automate manual data entry, eliminate repetitive tasks, and streamline workflows between Shopify and Epicor E9, saving countless hours for your teams.

💼 Business Impact

This benefit directly contributes to 70% improvement in Reduction in manual data entry, enabling your team to focus on high-value strategic initiatives.

Implementation Timeline

Go live with Epicor E9 + Shopify in as little as 2–4 weeks.

A proven, repeatable implementation approach that minimizes risk while getting your team to value quickly.

1

Access Enabled

Secure connections established to both Epicor E9 and Shopify, with credentials and environments confirmed.

2

Configuration & Mapping

Field mappings, business rules, and workflows configured using visual tools and pre-built templates.

3

Go Live

Launch production-ready integration with monitoring, alerting, and support in place—typically within 2–4 weeks.

Time to Value

2–4 weeks

Typical implementation window from access granted to production go-live for most Epicor E9 + Shopify deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

Guided by Clarity experts with your team involved at key milestones.

Technical Documentation

API Endpoints & Data Logic

Technical details for developers and architects.

Method Endpoint Purpose
POST Epicor Service Connect / Custom REST API Create new sales orders from Shopify.
PUT Epicor Service Connect / Custom REST API Update product details or create new parts.
POST, PUT Epicor Service Connect / Custom REST API Create or update customer records.
PUT Epicor Service Connect / Custom REST API Update on-hand inventory levels.
POST, PUT Epicor Service Connect / Custom REST API Record shipments and trigger invoicing.
POST Epicor Service Connect / Custom REST API Process refunds as credit memos.

⚡ Transformation Logic

  • **Conditional Logic:** If Shopify order includes a specific 'tag', route to a different Epicor E9 sales order type.
  • **Value Mapping:** Map Shopify 'financial_status' ('paid', 'pending') to Epicor E9 payment terms or status flags.
  • **Data Splitting/Joining:** Split Shopify full address into Epicor E9's separate address fields. Join first and last names.
  • **Calculated Fields:** Calculate total tax amount for Epicor E9 based on Shopify line item taxes and shipping taxes.
  • **Default Values:** Assign default Epicor E9 warehouse, salesperson, or customer group if not specified in Shopify data.

🛡️ Error Handling

  • Shopify `order_id` already exists in Epicor E9 (duplicate check failure).
  • Epicor E9 API returns a 'Part Not Found' error during order line item creation.
  • Network timeout during a large inventory update to Shopify.
  • Invalid character set in a Shopify product description preventing Epicor E9 update.
  • OAuth token for Shopify expires, causing authentication errors.
Pricing

Simple, transparent pricing for Epicor E9 + Shopify.

Start with a single integration pair and scale as your business grows—without surprise fees or transaction penalties.

Connect™ Plan

Clarity Connect

$595 /mo

Billed annually • Includes one production integration pair

  • Unlimited transactions and API calls within fair-use limits.
  • Visual workflow designer and reusable mapping templates.
  • Monitoring, alerting, and access to Clarity’s support team.
View full pricing & options
Support & Information

Frequently Asked Questions

Common questions about integration implementation, security, and best practices.

General Integration FAQs

▸ What is the best way to integrate Shopify with Epicor E9?
The most effective approach is to use a modern iPaaS (Integration Platform as a Service). This enables API-first, event-driven integrations for real-time data sync (orders, inventory, customers), robust data transformation and validation, and low-code/no-code workflow orchestration, moving beyond fragile point-to-point connections.

Order Management FAQs

▸ Can I automate my Shopify order fulfillment process with Epicor E9?
Absolutely. By integrating Shopify with your Epicor E9 ERP via iPaaS, you can automate order routing, trigger sales order creation in Epicor E9, and then update Shopify with shipment details and tracking numbers once fulfillment is complete, significantly streamlining your fulfillment operations.

Technical FAQs

▸ How does an iPaaS handle Shopify API rate limits during Epicor E9 syncs?
A robust iPaaS includes built-in queuing, throttling, and exponential backoff mechanisms. It intelligently manages the flow of requests to Shopify's APIs, ensuring your integrations don't exceed limits while maximizing throughput and preventing data loss, especially during large inventory updates or product synchronizations.

Data Synchronization FAQs

▸ What kind of data can be synchronized between Shopify and Epicor E9?
Virtually any data available via Shopify's APIs can be synchronized. Common entities include orders, products (and variants), inventory levels, customers, fulfillments, refunds, and financial transactions. An iPaaS ensures these are harmonized with Epicor E9's Sales Orders, Part Master, Customer Master, Shipments, and Credit Memos.

Financial Management FAQs

▸ How do I ensure data consistency between Shopify and Epicor E9's accounting module?
An iPaaS facilitates real-time synchronization of financial data. This includes automatically posting Shopify orders as sales invoices, processing refunds as credit memos, and reconciling payment transactions in Epicor E9, significantly reducing manual effort and improving financial accuracy for your accounting teams.

iPaaS Capabilities FAQs

▸ Can low-code tools be used for complex Epicor E9 - Shopify integrations?
Absolutely. Modern iPaaS platforms offer low-code/no-code interfaces that allow you to build complex, multi-step integration workflows, including conditional logic, data transformations, and error handling, often without writing a single line of code. This empowers business users and accelerates development for both standard and custom Epicor E9 requirements.

Security & Compliance FAQs

▸ What are the security considerations when integrating Epicor E9 and Shopify?
Key considerations include using OAuth 2.0 with minimal scopes for Shopify, securing API keys/tokens in a secrets manager, validating webhook payloads, encrypting all data in transit (HTTPS), and ensuring compliance with data privacy regulations (GDPR, CCPA) for customer data across both systems.

Product Management FAQs

▸ How can an iPaaS help with product information management (PIM) for Shopify, with Epicor E9 as the source?
An iPaaS can centralize product data by integrating Shopify with Epicor E9 (acting as the master for product data). It ensures product descriptions, images, pricing, and attributes are consistently updated across Shopify and all other sales channels directly from your Epicor E9 Item Master or a connected PIM system.
Next Steps

See Epicor E9 + Shopify integration in action.

Explore a guided demo, start a sandbox integration, or speak directly with our solution architects about your specific use cases.

Start Free Trial Request Live Demo
Implementation Timeline

Go live with Epicor E9 + Shopify in as little as 2–4 weeks.

A proven, repeatable implementation approach that minimizes risk while getting your team to value quickly.

1

Access Enabled

Secure connections established to both Epicor E9 and Shopify, with credentials and environments confirmed.

2

Configuration & Mapping

Field mappings, business rules, and workflows configured using visual tools and pre-built templates.

3

Go Live

Launch production-ready integration with monitoring, alerting, and support in place—typically within 2–4 weeks.

Time to Value

2–4 weeks

Typical implementation window from access granted to production go-live for most Epicor E9 + Shopify deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

Guided by Clarity experts with your team involved at key milestones.

Pricing

Simple, transparent pricing for Epicor E9 + Shopify.

Start with a single integration pair and scale as your business grows—without surprise fees or transaction penalties.

Connect™ Plan

Clarity Connect

$595 /mo

Billed annually • Includes one production integration pair

  • Unlimited transactions and API calls within fair-use limits.
  • Visual workflow designer and reusable mapping templates.
  • Monitoring, alerting, and access to Clarity’s support team.
View full pricing & options
Next Steps

See Epicor E9 + Shopify integration in action.

Explore a guided demo, start a sandbox integration, or speak directly with our solution architects about your specific use cases.

Start Free Trial Request Live Demo