Epicor Kinetic & Quotewerks Integration: Accelerate Your Quote-to-Cash Cycle
Seamlessly connect your sales quoting with robust ERP, automating data flow from prospect to order, and unlocking unparalleled efficiency and accuracy.
The Disconnect: Why Manual Quoting & ERP Processes Slow You Down
Without a robust integration, your sales and operations teams are battling inefficiencies, errors, and delays that directly impact your bottom line. The gap between Quotewerks and Epicor Kinetic creates a chasm of manual work and missed opportunities.
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**Manual Data Entry:** Sales teams manually re-enter quote details into Epicor Kinetic, leading to wasted time and transcription errors.
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**Outdated Information:** Sales reps quote using old product pricing or inventory data, resulting in inaccurate proposals and customer dissatisfaction.
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**Slow Order Processing:** The delay between quote approval and sales order creation in ERP prolongs the sales cycle and revenue recognition.
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**Data Inconsistencies:** Discrepancies in customer or product data across systems lead to reporting inaccuracies and operational headaches.
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**Lack of Visibility:** Sales teams lack real-time insight into order status, while finance struggles with delayed order data for forecasting.
The Integrated Solution: Epicor Kinetic + Quotewerks with iPaaS
Our powerful iPaaS solution bridges the gap between Epicor Kinetic and Quotewerks, creating a unified, automated workflow that transforms your quote-to-cash process. Experience seamless data flow, real-time accuracy, and unprecedented efficiency.
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Automated Quote-to-Sales Order Conversion
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Bi-directional Customer & Contact Synchronization
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Real-time Product & Pricing Catalog Updates
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Customizable Workflows for Unique Business Rules
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Centralized Error Handling & Monitoring
Comprehensive Solution Details
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Automated Quote-to-Sales Order Conversion
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Bi-directional Customer & Contact Synchronization
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Real-time Product & Pricing Catalog Updates
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Customizable Workflows for Unique Business Rules
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Centralized Error Handling & Monitoring
Technical Integration Details: How Data Flows
Our integration leverages the native API capabilities of both Epicor Kinetic and Quotewerks, orchestrated by a powerful iPaaS, to ensure secure, reliable, and efficient data exchange. We focus on robust connectivity, data transformation, and error handling.
Data Flow Steps
**Authentication & Connection:** Secure OAuth 2.0 or API key authentication establishes a trusted connection to both Epicor Kinetic and Quotewerks APIs.
**Event Triggering:** Webhooks from Quotewerks (e.g., 'Quote Approved') or scheduled polling/change data capture from Epicor Kinetic initiate integration workflows.
**Data Extraction:** The iPaaS extracts relevant data entities (e.g., Quote, Customer, Product) from the source system via API calls, handling pagination and filtering.
**Data Transformation:** Extracted data undergoes a series of transformations, including field mapping, data type conversions, enrichment, and application of business logic (e.g., calculating taxes, applying discounts from Epicor Kinetic's pricing engine).
**Data Validation:** Transformed data is validated against target system requirements and pre-defined rules (e.g., required fields, valid part numbers). AI assists in identifying and suggesting fixes for anomalies.
**Data Loading:** The validated data is then inserted or updated into the target system via its respective API, ensuring proper record creation or modification (e.g., creating a Sales Order in Epicor Kinetic).
**Error Handling & Monitoring:** Any failures during extraction, transformation, or loading are logged, triggering retry mechanisms and alerts. Dashboards provide real-time status and audit trails.
Data Touchpoints
"Epicor Kinetic <--- (Product/Pricing Sync, Customer Sync) --- iPaaS --- (Quote-to-Order, Customer Sync) ---> Quotewerks. Webhooks trigger Quote-to-Order. Scheduled syncs for large data volumes."
Simple, transparent pricing for Epicor Kinetic + Quotewerks.
Start with a single integration pair and scale as your business grows—without surprise fees or transaction penalties.
How Middleware Integration Works
See Epicor Kinetic + Quotewerks integration in action.
Explore a guided demo, start a sandbox integration, or speak directly with our solution architects about your specific use cases.
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 Creation
Once a quote is approved in Quotewerks, the integration automatically creates a corresponding sales order in Epicor Kinetic, complete with all line items, pricing, and customer details, without any manual intervention.
Integration Steps:
- 0 Sales rep finalizes and marks quote as 'Approved' in Quotewerks.
- 1 Quotewerks webhook triggers the iPaaS integration.
- 2 iPaaS transforms quote data into Epicor Kinetic Sales Order format.
- 3 New Sales Order is automatically created in Epicor Kinetic.
- 4 Epicor Kinetic Order Number is pushed back to Quotewerks for reference.
Business Outcome
Accelerated order fulfillment, reduced order entry errors, faster revenue recognition, and improved sales team productivity.
Real-time (event-driven)
API Endpoints & Data Logic
Technical details for developers and architects.
⚡ Transformation Logic
- **Customer Mapping:** Concatenate Quotewerks 'Address1', 'Address2' into Epicor Kinetic 'Address1' if needed, or map to distinct fields. Standardize State/Province codes.
- **Product Pricing:** Apply Epicor Kinetic's complex pricing logic (price lists, customer-specific pricing, discounts) when syncing to Quotewerks. Ensure currency conversion if multi-currency is used.
- **Quote to Sales Order Line Item Conversion:** Match Quotewerks 'PartNumber' to Epicor Kinetic 'PartNum'. Map 'Quantity' to 'OrderQty' and 'Price' to 'UnitPrice'. Handle special charges, taxes, and discounts as separate line items or header adjustments in Kinetic.
- **Status Management:** Map Quotewerks 'Approved' status to trigger Epicor Kinetic sales order creation. Update Quotewerks 'Order Reference' field with Epicor Kinetic 'OrderNum'.
🛡️ Error Handling
- Invalid Part Number on Quotewerks line item (no match in Epicor Kinetic).
- Customer record missing in Epicor Kinetic when creating Sales Order.
- API rate limits exceeded on either system.
- Network connectivity issues between iPaaS and endpoints.
- Data type mismatches during transformation (e.g., text instead of number).
- Epicor Kinetic business rules preventing Sales Order creation (e.g., credit hold).
Simple, transparent pricing for Epicor Kinetic + Quotewerks.
Start with a single integration pair and scale as your business grows—without surprise fees or transaction penalties.
See Epicor Kinetic + Quotewerks integration in action.
Explore a guided demo, start a sandbox integration, or speak directly with our solution architects about your specific use cases.
Simple, transparent pricing for Epicor Kinetic + Quotewerks.
Start with a single integration pair and scale as your business grows—without surprise fees or transaction penalties.
See Epicor Kinetic + Quotewerks integration in action.
Explore a guided demo, start a sandbox integration, or speak directly with our solution architects about your specific use cases.