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Epicor Eagle & QuoteWerks Integration: Automate Quote-to-Cash, Accelerate Sales

Connect your ERP and quoting software for seamless data flow, real-time insights, and unprecedented efficiency.

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The Challenge

The Disconnect: Why Manual Processes Cripple Your Sales & ERP

In today's fast-paced retail and distribution environment, disconnected systems between sales and operations create significant friction. Your sales team works hard to close deals in QuoteWerks, but the moment a quote is accepted, the efficiency crumbles.

  • Manual re-entry of quote data into Epicor Eagle for sales orders.
  • Outdated product pricing or inventory leading to inaccurate quotes.
  • Delays in order fulfillment due to slow data transfer.
  • Inconsistent customer data across quoting, sales, and accounting.
  • Lack of real-time visibility into sales pipeline and order status.
Integration Diagram
Solution Illustration
The Solution

The Integrated Solution: Epicor Eagle & QuoteWerks with iPaaS

Our advanced iPaaS platform provides a powerful, low-code solution to seamlessly connect Epicor Eagle and QuoteWerks. It acts as the intelligent bridge, automating data flow, ensuring accuracy, and transforming your sales and order management processes from end-to-end.

  • Pre-built, customizable connectors for Epicor Eagle and QuoteWerks.
  • Real-time, event-driven data synchronization.
  • Visual drag-and-drop workflow designer.
  • AI-powered data mapping and transformation.
  • Robust error handling and monitoring.
Implementation Timeline

Go live with Epicor Eagle Integration: Unify ERP & Accounting Data + Quotewerks 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 Eagle Integration: Unify ERP & Accounting Data and Quotewerks, 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 Eagle Integration: Unify ERP & Accounting Data + Quotewerks deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

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

Comprehensive Solution Details

  • Pre-built, customizable connectors for Epicor Eagle and QuoteWerks.
  • Real-time, event-driven data synchronization.
  • Visual drag-and-drop workflow designer.
  • AI-powered data mapping and transformation.
  • Robust error handling and monitoring.
  • Support for custom fields and complex business logic.
  • Secure, scalable cloud-native architecture.

Integration Details: How It Connects

Our integration solution provides a granular view into the technical aspects of connecting Epicor Eagle and QuoteWerks, ensuring transparency, security, and performance.

Data Flow Steps

Authentication: Securely connect to Epicor Eagle and QuoteWerks APIs using OAuth 2.0 or API keys, managed centrally by the iPaaS.

Event Listener/Polling: The iPaaS either listens for webhooks from QuoteWerks (e.g., 'Quote Accepted') or periodically polls Epicor Eagle for changes (e.g., inventory updates).

Data Extraction: Relevant data (e.g., quote details, product info) is extracted from the source system.

Data Transformation & Mapping: The iPaaS visually maps source data fields to target system fields, applying any necessary transformations, validations, and business rules.

Error Handling & Retry: If an error occurs during processing or API calls, the iPaaS logs the error, attempts retries with exponential backoff, or routes the message to a dead-letter queue.

Data Loading: Transformed data is securely pushed to the target system via its API (e.g., creating a Sales Order in Epicor Eagle).

Confirmation & Logging: The iPaaS logs the successful transaction and updates any relevant statuses in the source system (e.g., marking quote as 'Ordered').

Data Touchpoints

QuoteWerks: Quotes, Quote Line Items, Customers, Products.
Epicor Eagle: Orders (Sales Orders), Line Items, Customers, Products, Inventory Items, Invoices, Payments.

"Epicor Eagle <--> iPaaS <--> QuoteWerks. Data flows include: Epicor Eagle [Product, Inventory, Customer] -> iPaaS -> QuoteWerks [Product, Stock Level, Customer]. QuoteWerks [Quote (Accepted)] -> iPaaS -> Epicor Eagle [Sales Order, Customer]."

Pricing

Simple, transparent pricing for Epicor Eagle Integration: Unify ERP & Accounting Data + Quotewerks.

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

Connect™ Plan

Clarity Connect

$599 /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 Eagle Integration: Unify ERP & Accounting Data

Integrating Epicor Eagle Integration: Unify ERP & Accounting Data 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

The success of any integration hinges on accurate and robust mapping of key business entities. Our iPaaS provides visual tools and AI assistance to streamline this crucial step, ensuring data integrity across Epicor Eagle and QuoteWerks.

Quote (QuoteWerks) → Order (Epicor Eagle)

The core of the integration, transforming an accepted sales quote into a structured sales order.

Epicor Eagle Integration: Unify ERP & Accounting Data Fields

QuoteID (Source: QuoteWerks Unique ID) CustomerID (Source: QuoteWerks ContactID) QuoteDate (Source: QuoteWerks Quote Date) QuoteStatus (Source: QuoteWerks Status, e.g., 'Accepted') TotalAmount (Source: QuoteWerks Total) LineItems (Source: QuoteWerks Product List: ProductID, Quantity, UnitPrice, Description) ShippingInfo (Source: QuoteWerks Shipping Address) BillingInfo (Source: QuoteWerks Billing Address) SalesPerson (Source: QuoteWerks Sales Rep)

Quotewerks Fields

OrderID (Target: Epicor Eagle Auto-generated ID) CustomerID (Target: Epicor Eagle CustomerID) OrderDate (Target: Epicor Eagle Order Date) OrderStatus (Target: Epicor Eagle Status, e.g., 'New Order', 'Open') TotalAmount (Target: Epicor Eagle Total) LineItems (Target: Epicor Eagle Line Items: Product ID, Quantity, Price, Description, Cost) ShippingAddress (Target: Epicor Eagle Shipping Address) BillingAddress (Target: Epicor Eagle Billing Address) PaymentStatus (Target: Epicor Eagle Payment Status, e.g., 'Unpaid')

Mapping Notes

Crucial for sales order automation. Requires precise mapping of line item details, customer identifiers, and status transitions. Custom fields in QuoteWerks (e.g., project code) can be mapped to custom fields or notes in Epicor Eagle.

Next Steps

See Epicor Eagle Integration: Unify ERP & Accounting Data + Quotewerks 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.

Automated Quote-to-Sales Order Conversion

Streamline your sales workflow by automatically converting accepted quotes from QuoteWerks into sales orders in Epicor Eagle.

Integration Steps:

  1. 0 Customer accepts quote in QuoteWerks.
  2. 1 QuoteWerks triggers an event (webhook) to the iPaaS.
  3. 2 iPaaS retrieves quote details, validates data, and transforms it into Epicor Eagle's Sales Order schema.
  4. 3 iPaaS creates a new Sales Order in Epicor Eagle via API.
  5. 4 Epicor Eagle initiates fulfillment and accounting processes.

Business Outcome

Reduced manual data entry, faster order processing, fewer errors, and quicker revenue recognition.

Frequency

Real-time (event-driven)

Business Value

Key Integration Benefits

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

Accelerate Sales Cycles
Automate quote-to-order conversion, reducing manual steps and accelerating the entire sales and fulfillment process.
Enhance Data Accuracy
Eliminate manual data entry errors and ensure consistent product, pricing, and customer information across Epicor Eagle and QuoteWerks.
Optimize Inventory Management
Provide real-time inventory visibility to sales reps in QuoteWerks, preventing overselling and improving order fulfillment.
Boost Team Productivity
Free up sales and administrative staff from repetitive data tasks, allowing them to focus on high-value activities and customer engagement.
Improve Customer Experience
Deliver faster, more accurate quotes and streamline order processing, leading to higher customer satisfaction and loyalty.
Gain Deeper Insights
Consolidate sales and ERP data for comprehensive analytics, enabling better forecasting and strategic decision-making.
✨

Accelerate Sales Cycles

30% Faster Quote-to-Cash

📋 What You Get

Automate quote-to-order conversion, reducing manual steps and accelerating the entire sales and fulfillment process.

💼 Business Impact

This benefit directly contributes to 30% improvement in Faster Quote-to-Cash, enabling your team to focus on high-value strategic initiatives.

Technical Documentation

API Endpoints & Data Logic

Technical details for developers and architects.

Method Endpoint Purpose
POST, GET, PUT /api/v1/orders Create sales orders from QuoteWerks, retrieve order status.
POST, GET, PUT /api/v1/customers Manage customer records, create new customers from QuoteWerks, retrieve existing customer details.
GET /api/v1/products Sync product catalogs, pricing, descriptions, and attributes to QuoteWerks.
GET /api/v1/inventory Retrieve real-time stock levels for product availability checks in QuoteWerks.

⚡ Transformation Logic

  • Data Type Conversion: Convert numeric fields, dates, and boolean values to match target system requirements.
  • Field Mapping: Map specific source fields (e.g., QuoteWerks 'SalesPrice') to target fields (e.g., Epicor Eagle 'UnitPrice').
  • Conditional Logic: Apply business rules, e.g., 'If Quote Status is 'Accepted', then create Sales Order in Epicor Eagle'.
  • Data Enrichment: Add default values or derive new data points (e.g., calculate tax based on shipping address) during transformation.
  • Format Standardization: Ensure addresses, phone numbers, and product codes adhere to a consistent format across systems.

🛡️ Error Handling

  • Epicor Eagle API is temporarily unavailable: iPaaS retries with backoff.
  • Invalid product SKU in QuoteWerks quote: Error logged, quote details routed to dead-letter queue for manual correction.
  • Customer record already exists in Epicor Eagle with conflicting data: Conflict resolution rules applied, warning logged.
  • Rate limits hit on either API: iPaaS automatically slows down requests and retries.
Support & Information

Frequently Asked Questions

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

Problem/Solution FAQs

▸ What is the core problem this Epicor Eagle and QuoteWerks integration solves?
This integration primarily solves the problem of manual data transfer and synchronization between sales quoting (QuoteWerks) and ERP/accounting (Epicor Eagle). It eliminates manual data entry, reduces errors, accelerates the quote-to-order process, and ensures real-time data consistency across systems.

Data Flow FAQs

▸ How does the integration handle product inventory and pricing from Epicor Eagle?
Epicor Eagle is designated as the master for product, pricing, and inventory data. The iPaaS pulls real-time inventory levels and updated pricing from Epicor Eagle's APIs and pushes this information to QuoteWerks' product catalog. This ensures sales teams always have the most current data when creating quotes, preventing overselling or incorrect pricing.

Customization FAQs

▸ Can I customize the integration workflows to fit my specific business rules?
Absolutely. Our iPaaS platform features a low-code/no-code visual designer and a powerful rules engine. This allows you to easily customize integration workflows, define conditional logic, map custom fields, and implement unique business rules without extensive coding, ensuring the integration perfectly aligns with your operational needs.

Security FAQs

▸ What security measures are in place for this integration?
Security is paramount. The integration employs industry-standard measures including HTTPS/TLS 1.2+ encryption for data in transit, OAuth 2.0 or API key management with least-privilege access, data encryption at rest, IP whitelisting, and comprehensive audit trails. We adhere to data privacy regulations like GDPR and CCPA.

Technical FAQs

▸ How does the integration manage errors or failed transactions?
The iPaaS includes robust error handling. This involves automated retry mechanisms for transient issues, a dead-letter queue for persistent failures requiring manual review, centralized logging for all transactions, and configurable alerts (email, SMS, Slack) to notify relevant teams of critical errors, ensuring data integrity and minimal disruption.

Implementation FAQs

▸ What is the typical timeframe for implementing this integration?
Implementation time varies by complexity. However, leveraging our iPaaS significantly accelerates deployment compared to traditional custom coding. A basic quote-to-order integration can be live in a few weeks, while more complex, bidirectional data synchronizations might take a few months, depending on specific requirements and data volume.

Architecture FAQs

▸ Does this solution support both cloud and on-premise Epicor Eagle deployments?
Yes, our iPaaS solution is flexible. It natively supports cloud-based Epicor Eagle deployments via its public APIs. For on-premise Epicor Eagle instances, a secure, lightweight agent or gateway can be deployed within your network to facilitate secure communication with the cloud iPaaS, ensuring connectivity regardless of your deployment model.

AI FAQs

▸ How does AI contribute to the efficiency of this integration?
AI significantly enhances efficiency by providing intelligent automation. This includes AI-driven suggestions for field mappings, anomaly detection to proactively identify data quality issues or potential errors, automated data validation, and even AI-assisted generation of complex transformation logic, accelerating development and improving data accuracy.
Pricing

Simple, transparent pricing for Epicor Eagle Integration: Unify ERP & Accounting Data + Quotewerks.

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

Connect™ Plan

Clarity Connect

$599 /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 Eagle Integration: Unify ERP & Accounting Data + Quotewerks 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