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Connect™

Epicor Eclipse + Zendesk Integration

Clarity Connect™ integrates Epicor Eclipse with Zendesk, automating business processes and data sharing. This robust integration connects your critical business systems to automate order processing, inventory management, and customer data synchronization.

The Challenge

Connecting with Clarity Connect™

Clarity Connect™ links Epicor Eclipse and Zendesk through automation and data sharing. Integrating these platforms benefits businesses by streamlining processes and connecting front-end and back-end systems.

Considerations when connecting these applications include security, performance, and physical access. We support both SaaS (Cloud) and On-Premises connection types.

Integration Diagram
Solution Illustration
The Solution

Seamless Integration

Our middleware platform ensures robust and reliable data transfer between Epicor Eclipse and Zendesk.

  • Map Epicor Eclipse custom fields to Zendesk custom ticket/user/organization fields.
  • Create new custom fields in either system based on integration requirements.
  • Dynamic field mapping based on conditional logic.
Implementation Timeline

Go live with Epicor Eclipse + Zendesk 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 Eclipse and Zendesk, 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 Eclipse + Zendesk deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

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

Comprehensive Solution Details

  • Map Epicor Eclipse custom fields to Zendesk custom ticket/user/organization fields.
  • Create new custom fields in either system based on integration requirements.
  • Dynamic field mapping based on conditional logic.

Integration Architecture: Event-Driven & iPaaS-Powered

The integration leverages a modern iPaaS (Integration Platform as a Service) to establish a robust, scalable, and secure connection between Epicor Eclipse and Zendesk. This architecture supports both batch and real-time data synchronization.

Data Flow Steps

Event-Driven Architecture: Utilizing Zendesk webhooks for real-time ticket updates and custom events/webhooks from Epicor Eclipse for critical status changes.

Hub-and-Spoke Model: iPaaS acts as the central hub, simplifying point-to-point connections.

Canonical Data Model: Intermediate data structures within the iPaaS to normalize data before mapping to target systems, enhancing reusability and maintainability.

API-First Approach: Prioritizing API integration for both systems for robustness and scalability.

Data Touchpoints

iPaaS Core Engine: Orchestrates data flows, manages schedules, and executes transformation logic.
Epicor Eclipse Connector: Pre-built or custom connector for Epicor Eclipse APIs (REST, potentially ODBC/JDBC for specific modules).
Zendesk Connector: Pre-built connector for Zendesk REST APIs and Webhooks.
Data Transformation & Mapping Engine: Visual interface for defining field mappings and applying business rules.
Workflow Designer: Low-code environment for building integration flows (triggers, actions, conditions).
Monitoring & Alerting Module: Provides dashboards, logs, and notification capabilities.
API Gateway/Management: Secures and manages API access for both systems.

"A central iPaaS acts as the hub. Epicor Eclipse and Zendesk are spokes. Data flows are orchestrated through connectors and transformation logic within the iPaaS. Webhooks enable real-time event capture, while scheduled jobs handle bulk data synchronization."

Pricing

Simple, transparent pricing for Epicor Eclipse + Zendesk.

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 Eclipse

Integrating Epicor Eclipse 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

Data Entity Mapping

Explore how data flows between systems with intelligent field mapping and transformation logic.

Customer

Synchronizes customer master data between Epicor Eclipse and Zendesk, ensuring consistent contact information and account details.

Epicor Eclipse Fields

CustomerID CustomerName Address City State Zip Phone Email AccountStatus CreditLimit LastOrderDate

Zendesk Fields

User ID Name Email Phone Organization ID Address (custom field) Account Status (custom field) Tags

Mapping Notes

Epicor Eclipse `CustomerID` often maps to a custom `External ID` field in Zendesk User or Organization profiles. `CustomerName` maps to `Name`. Address fields require custom field creation in Zendesk. Directionality is typically bi-directional or Epicor Eclipse to Zendesk (master data).

Next Steps

See Epicor Eclipse + Zendesk integration in action.

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

Real-World Applications

Integration Use Cases

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

Integration Steps:

Business Outcome

Frequency

Implementation Timeline

Go live with Epicor Eclipse + Zendesk 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 Eclipse and Zendesk, 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 Eclipse + Zendesk 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

Transformation Logic

  • Customer Status Mapping: Map Epicor Eclipse 'Active', 'Inactive', 'On Hold' statuses to Zendesk user tags or custom fields.
  • Order Status Normalization: Standardize Epicor Eclipse's diverse order statuses (e.g., 'Pending', 'Shipped', 'Billed') into a concise set for Zendesk visibility.
  • Data Enrichment: Augment Zendesk ticket data with Epicor Eclipse's `CreditLimit` or `LastOrderDate` to give agents better context.
  • Comment Consolidation: Concatenate relevant Zendesk ticket comments into a single field for Epicor Eclipse service request descriptions.

🛡️ Error Handling

  • API rate limit exceeded for either system
  • Authentication token expiration
  • Required field missing during record creation
  • Data type mismatch during transformation
  • Network connectivity issues between iPaaS and endpoints
  • Business rule violation (e.g., creating a service order for a non-existent customer ID)
Pricing

Simple, transparent pricing for Epicor Eclipse + Zendesk.

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 FAQs

What kind of data can be synchronized between Epicor Eclipse and Zendesk?
The integration supports synchronization of critical entities such as customer master data (contacts, organizations), order history, order status, invoice details, product information, inventory levels, and service requests/tickets. Custom fields and specific business objects can also be configured for synchronization.

Technical FAQs

Is the integration real-time or batch-based?
Our iPaaS solution supports both real-time and scheduled (batch) synchronization. Real-time updates are typically enabled for critical events like new Zendesk tickets or Epicor Eclipse order status changes via webhooks. Batch syncs are used for larger data sets or less time-sensitive information, such as nightly customer master data updates.
How does the integration handle data conflicts?
The iPaaS provides robust conflict resolution strategies, including 'Last Write Wins', 'Master System Wins' (e.g., Epicor Eclipse as the master for customer demographics), or custom merge logic. Automated alerts are configured for any unresolvable conflicts requiring manual review.

Customization FAQs

Can I customize the integration workflows and field mappings?
Absolutely. Our low-code iPaaS offers a visual drag-and-drop interface for customizing integration workflows, defining transformation rules, and mapping any standard or custom fields between Epicor Eclipse and Zendesk without writing code. AI-assisted mapping further streamlines this process.

Security FAQs

What security measures are in place for the integration?
We adhere to industry best practices for security, including OAuth 2.0/API key authentication, data encryption in transit (TLS 1.2+) and at rest (AES-256), role-based access control (RBAC), and comprehensive audit trails. Our platform is compliant with standards like SOC 2 Type II and ISO 27001.

Implementation FAQs

What is the typical implementation timeline for this integration?
Leveraging our pre-built connectors and low-code platform, initial integration flows for common use cases can be deployed and operational within 4-6 weeks, depending on the complexity of your specific requirements and data volumes.

Business Value FAQs

How does this integration improve customer satisfaction?
By providing Zendesk agents with immediate, accurate access to Epicor Eclipse data (order history, inventory, financial status), they can resolve inquiries faster, offer personalized support, and proactively address potential issues. This leads to reduced wait times, higher first contact resolution rates, and an overall improved customer experience.

AI Features FAQs

Is AI used in the integration process?
Yes, our AI co-pilot assists throughout the integration lifecycle. It can auto-suggest field mappings, infer business rules from data patterns, detect anomalies during data sync, and even help generate complex transformation logic. AI also aids in sandbox testing and anomaly detection.
Implementation Timeline

Go live with Epicor Eclipse + Zendesk 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 Eclipse and Zendesk, 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 Eclipse + Zendesk 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 Eclipse + Zendesk.

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 Eclipse + Zendesk integration in action.

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