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Unify Epicor & Odoo ERP: Drive Operational Excellence & Financial Clarity

Seamlessly integrate your Epicor manufacturing and distribution workflows with Odoo's comprehensive accounting and business management suite for real-time data sync, automation, and a single source of truth.

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The Challenge

The Challenge of Disconnected Epicor & Odoo Systems

Running Epicor and Odoo ERP in silos creates a fragmented operational landscape, leading to inefficiencies, data discrepancies, and delayed decision-making. Businesses struggle to maintain accurate information across manufacturing, sales, inventory, and finance without a robust integration strategy.

  • Manual data entry between Epicor (e.g., Sales Orders, Parts) and Odoo (e.g., Sales Orders, Invoices) is time-consuming and prone to human error.
  • Lack of real-time inventory synchronization between Epicor (Part OnHandQty) and Odoo (product.product) leads to overselling or stockouts.
  • Inconsistent customer and vendor data (Epicor Customer/Supplier vs. Odoo res.partner) results in a fractured 360-degree view and poor communication.
  • Delayed financial reconciliation due to manual transfer of invoices, payments, and journal entries between Epicor AR/AP and Odoo Accounting.
  • Limited visibility into end-to-end business processes, from production orders in Epicor to financial impact in Odoo.
  • Reliance on custom scripts or manual CSV imports that are brittle, hard to maintain, and lack scalability.
Integration Diagram
Solution Illustration
The Solution

Seamless Integration for Epicor & Odoo ERP with a Modern iPaaS

Our intelligent iPaaS platform provides a low-code, AI-enhanced solution to connect Epicor and Odoo ERP, transforming your operations from fragmented to unified. Automate critical business processes, ensure real-time data consistency, and gain unparalleled visibility across your entire enterprise.

  • Pre-built connectors for Epicor and Odoo ERP
  • Bidirectional, real-time data synchronization
  • Visual drag-and-drop workflow builder
  • AI-powered data mapping and transformation
  • Robust error handling and monitoring
Implementation Timeline

Go live with Epicor + Odoo ERP 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 and Odoo ERP, 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 + Odoo ERP 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 connectors for Epicor and Odoo ERP
  • Bidirectional, real-time data synchronization
  • Visual drag-and-drop workflow builder
  • AI-powered data mapping and transformation
  • Robust error handling and monitoring
  • Scalable, cloud-native architecture
  • Comprehensive security and compliance

Technical Integration: Epicor & Odoo Data Flow Architecture

Our iPaaS platform orchestrates a secure, scalable, and resilient integration between Epicor and Odoo ERP. Leveraging native APIs, webhooks, and advanced transformation capabilities, we ensure seamless data exchange and process automation across your enterprise landscape.

Data Flow Steps

Connection Setup: Securely establish connectivity to Epicor (OAuth 2.0/API Keys) and Odoo (API Keys/Session) via dedicated connectors.

Event & Trigger Configuration: Define triggers for data synchronization. For Epicor, utilize Business Process Management (BPM) events or scheduled polling for specific data changes. For Odoo, leverage webhooks for real-time notifications.

Data Mapping & Transformation: Visually map source and target fields between Epicor and Odoo entities. Apply complex transformation logic, data enrichment, and validation rules using low-code tools.

Workflow Orchestration: Design multi-step workflows to automate business processes, ensuring correct sequencing and conditional logic based on business requirements.

Error Handling & Monitoring: Implement robust error handling (retries, dead-letter queues, alerts) and continuous monitoring to ensure data integrity and operational continuity.

Deployment & Governance: Deploy integrations through structured Dev/QA/Prod pipelines with version control and comprehensive auditing.

Data Touchpoints

Epicor Customer <-> Odoo res.partner (Customer/Vendor)
Epicor SalesOrder <-> Odoo sale.order
Epicor Part (Product) <-> Odoo product.product (Inventory sync)
Epicor Invoice (AR) <-> Odoo account.move (Customer Invoice)
Epicor APInvoice <-> Odoo account.move (Vendor Bill)
Epicor CashReceipt <-> Odoo account.payment
Epicor JobHead (Production Order) <-> Odoo (custom fields/related models for production status)

"The integration architecture centers around a cloud-native iPaaS acting as the central hub. Epicor and Odoo ERP systems connect to the iPaaS via their respective RESTful (Epicor Kinetic) or XML-RPC/JSON-RPC (Odoo) APIs. Business events originating in either system (e.g., new Sales Order in Epicor, confirmed invoice in Odoo) trigger iPaaS workflows. The iPaaS then retrieves, transforms, and pushes data to the target system, ensuring bidirectional synchronization and process orchestration. AI services are integrated for intelligent mapping, validation, and anomaly detection."

Pricing

Simple, transparent pricing for Epicor + Odoo ERP.

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

Integrating Epicor 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 for Epicor and Odoo

Our iPaaS provides comprehensive support for mapping and synchronizing core business entities between Epicor and Odoo, ensuring data integrity and consistency. AI-assisted mapping simplifies complex data transformations.

Customer / Vendor (res.partner)

The foundational entity for contacts in Odoo, representing both customers and vendors, mapped to Epicor's dedicated Customer and Supplier entities.

Epicor Fields

CustNum (Unique ID) CustID (External ID) Name Address1 City State Zip Country ContactName PhoneNum EmailAddress VendorNum VendorID

Odoo ERP Fields

id (Odoo ID) name email phone street city zip country_id is_company customer_rank supplier_rank vat parent_id child_ids

Mapping Notes

Bidirectional sync is crucial. Map Epicor `CustID` or `VendorID` to an external ID field in Odoo `res.partner` for robust cross-system identification. Handle one-to-many child addresses in Odoo. Differentiate between customer and supplier in Odoo using `customerrank` and `supplierrank` fields.

Next Steps

See Epicor + Odoo ERP 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.

eCommerce Order-to-Cash Automation

Automate the entire sales order lifecycle from an external eCommerce platform through Epicor for fulfillment and finally to Odoo for accounting and invoicing. This ensures a seamless flow of data, from customer purchase to cash receipt.

Integration Steps:

  1. 0 Trigger: New order received in eCommerce (e.g., Shopify).
  2. 1 Action (iPaaS): Capture order, validate data, enrich with customer/product info.
  3. 2 Action (Epicor): Create SalesOrder (Erp.BO.SalesOrderSvc/SalesOrders) and allocate inventory (Part).
  4. 3 Action (Odoo): Create Sales Order (sale.order) and Customer Invoice (account.move - out_invoice) linking to the customer (res.partner) and product (product.product).
  5. 4 Action (Epicor/Odoo): Update order status and fulfillment details bidirectionally as orders progress.

Business Outcome

Faster order processing, accurate inventory, real-time revenue recognition, improved customer satisfaction.

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 between Epicor and Odoo, freeing up staff to focus on strategic tasks and significantly accelerating business cycles.
Ensure Real-time Data Accuracy
Achieve a single source of truth with bidirectional, real-time synchronization of critical data like inventory, sales orders, and customer records.
Accelerate Financial Close & Reporting
Streamline the flow of financial transactions from Epicor to Odoo, enabling faster month-end close and more accurate, consolidated reporting.
Optimize Inventory Management
Real-time inventory level synchronization between Epicor and Odoo prevents overselling, reduces stockouts, and optimizes carrying costs.
Enhance Customer Satisfaction
Improved order accuracy, faster fulfillment, and a unified view of customer data lead to a superior customer experience.
Reduce IT Burden & Costs
Leverage low-code/no-code tools to build and maintain integrations, reducing reliance on specialized developers and lowering total cost of ownership.
Gain Comprehensive Business Visibility
Connect operational data from Epicor with financial and broader business insights from Odoo, providing a holistic view for strategic decision-making.
✨

Boost Operational Efficiency

70% Reduction in manual data entry

📋 What You Get

Automate manual data entry between Epicor and Odoo, freeing up staff to focus on strategic tasks and significantly accelerating business cycles.

💼 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.

Technical Documentation

API Endpoints & Data Logic

Technical details for developers and architects.

Method Endpoint Purpose
POST /api/v2/odata/YourCompany/Erp.BO.SalesOrderSvc/SalesOrders Create new Sales Orders in Epicor from external systems (eCommerce, CRM).
GET, PATCH /api/v2/odata/YourCompany/Erp.BO.SalesOrderSvc/SalesOrders({Company},{OrderNum}) Retrieve specific Sales Order details or update status/lines.
POST, GET, PATCH /api/v2/odata/YourCompany/Erp.BO.CustomerSvc/Customers Create/retrieve/update new Customer records from CRM or lead generation systems.
GET, PATCH /api/v2/odata/YourCompany/Erp.BO.PartSvc/Parts({Company},{PartNum}) Retrieve detailed Part information or update product data, including inventory levels or pricing.
POST /api/v2/odata/YourCompany/Erp.BO.APInvoiceSvc/APInvoices Create Accounts Payable invoices from external invoice processing systems.
POST /api/v2/odata/YourCompany/Erp.BO.CashReceiptSvc/CashReceipts Record customer cash receipts from payment gateways.
GET, PATCH /api/v2/odata/YourCompany/Erp.BO.JobEntrySvc/Jobs({Company},{JobNum}) Retrieve or update Production Order (Job) status or progress from MES systems.

⚡ Transformation Logic

  • Field Mapping: `Epicor.SalesOrder.PONum` -> `Odoo.sale.order.clientorderref`
  • Conditional Logic: If `Epicor.SalesOrder.OrderAmt` > $10,000, trigger an approval workflow in Odoo.
  • Data Enrichment: Look up `Epicor.Customer.Name` based on `CustNum` to populate `Odoo.res.partner.name` if not provided by source.
  • Value Conversion: Map `Epicor.Part.UOM` ('EA') to `Odoo.uom.uom.name` ('Units').
  • Aggregation/Splitting: Combine multiple Epicor `OrderDtl` lines into a single Odoo `order_line` if applicable, or split complex line items.
  • Date Formatting: Convert `YYYY-MM-DD HH:MM:SS` to `YYYY-MM-DD` as required by target system.

🛡️ Error Handling

  • Epicor API returns a 500 error (internal server error) – handled by retry with backoff.
  • Odoo API returns a data validation error (e.g., 'product_id not found') – flagged for manual review, potentially AI-suggested fix.
  • Network interruption between iPaaS and either ERP – handled by retry and circuit breaker.
  • Duplicate record detected during creation (e.g., customer already exists in Odoo) – flow configured to update existing or skip.
  • Schema mismatch after an Epicor/Odoo upgrade – flagged by monitoring, requiring mapping adjustment.
Support & Information

Frequently Asked Questions

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

General Integration FAQs

▸ What is the best way to integrate Epicor with Odoo ERP?
The most effective way is to use a modern iPaaS (Integration Platform as a Service). This provides pre-built connectors, low-code visual builders, AI-assisted mapping, and robust error handling to create real-time, event-driven data flows between Epicor's specialized functionalities and Odoo's comprehensive suite.

Workflow Automation FAQs

▸ Can I automate complex manufacturing workflows between Epicor and Odoo?
Absolutely. An advanced iPaaS allows you to orchestrate complex manufacturing workflows by connecting Epicor Production Management (JobHead) with Odoo or external MES/PLM systems. You can automate job creation, synchronize production order status, track labor reporting, and update inventory levels seamlessly.

Technical FAQs

▸ Does Epicor or Odoo support real-time data synchronization?
Yes. Epicor Kinetic supports real-time updates through its RESTful APIs and can trigger events via its Business Process Management (BPM) engine. Odoo offers native webhooks for real-time notifications on model changes. An iPaaS leverages these capabilities to enable near real-time, event-driven synchronization for critical data.

AI Features FAQs

▸ How does AI enhance Epicor and Odoo integrations?
AI significantly enhances integrations by providing intelligent automation. This includes AI-driven data mapping suggestions, automated anomaly detection in transaction flows, intelligent exception handling (e.g., auto-resolving common data validation errors), and even predictive analytics for operational insights, reducing manual effort and improving data quality.

Security & Compliance FAQs

▸ What are the security considerations when integrating Epicor and Odoo?
Key security considerations include using OAuth 2.0 (for Epicor) or API Keys (for Odoo) for authentication, enforcing HTTPS/TLS 1.2+ for all data in transit, implementing least-privilege access for integration users, and securely managing API keys/credentials in a secrets manager. Compliance with GDPR, CCPA, and regular security audits are also crucial.

Error Handling FAQs

▸ How do I handle data discrepancies or errors during Epicor-Odoo integrations?
A robust iPaaS provides advanced error handling, including automated retries with exponential backoff, dead-letter queues for failed messages, configurable alerts for critical errors, and a centralized dashboard for monitoring and manual reprocessing. AI can also assist in identifying and suggesting fixes for common data validation issues.

Low-Code FAQs

▸ Can I use low-code tools to build Epicor and Odoo integrations?
Yes, modern iPaaS platforms offer extensive low-code/no-code capabilities. This allows business analysts and citizen integrators to graphically design, configure, and deploy complex Epicor-Odoo integrations and workflows using drag-and-drop tools and visual mapping, significantly accelerating development and reducing reliance on specialized developers.

Module Integration FAQs

▸ What Epicor and Odoo modules are typically integrated?
Commonly integrated Epicor modules include Sales Order Management, Inventory Management, Accounts Receivable, Accounts Payable, Production Management, and Customer. These often connect with Odoo's Sales, Inventory, Accounting (Customer/Vendor Invoices, Payments), Purchase, and CRM (res.partner, crm.lead) modules to ensure end-to-end process automation.
Pricing

Simple, transparent pricing for Epicor + Odoo ERP.

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 + Odoo ERP 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