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Seamless eCommerce & ERP: Integrate Epicor P21 with Shopify

Automate order processing, synchronize inventory in real-time, and unify customer data for unparalleled operational efficiency and growth.

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The Challenge

The Disconnect: Manual Processes Between Shopify & Epicor P21

Operating Shopify and Epicor P21 as disconnected systems creates a chasm of manual work, data inconsistencies, and operational bottlenecks that hinder growth and customer satisfaction. The critical link between your online sales and core business operations is broken.

  • Manual order entry from Shopify into Epicor P21, leading to delays and human errors.
  • Outdated inventory levels on Shopify, causing overselling and customer frustration.
  • Discrepant customer data across systems, preventing a 'Customer 360' view.
  • Delayed financial reconciliation due to manual processing of Shopify payments and refunds in P21.
  • Lack of real-time visibility into sales performance and stock availability.
  • Inefficient product catalog updates, impacting time-to-market for new items.
Integration Diagram
Solution Illustration
The Solution

The Unified Solution: Intelligent Integration for Epicor P21 & Shopify

Our iPaaS-driven integration solution bridges the gap between your Epicor P21 ERP and Shopify eCommerce store, creating a fully automated, real-time ecosystem. By leveraging pre-built connectors, low-code workflow design, and AI-powered intelligence, we eliminate manual data transfer and ensure seamless operations from storefront to back office.

  • Pre-built, customizable connectors for Epicor P21 and Shopify.
  • Drag-and-drop visual workflow designer for rapid automation.
  • Real-time, event-driven architecture with Shopify webhooks and P21 APIs.
  • Robust data mapping and transformation engine.
  • Centralized monitoring and error handling dashboards.
Implementation Timeline

Go live with Epicor P21 + 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 P21 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 P21 + 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

  • Pre-built, customizable connectors for Epicor P21 and Shopify.
  • Drag-and-drop visual workflow designer for rapid automation.
  • Real-time, event-driven architecture with Shopify webhooks and P21 APIs.
  • Robust data mapping and transformation engine.
  • Centralized monitoring and error handling dashboards.
  • AI-assisted mapping, validation, and anomaly detection.
  • Scalable cloud-native infrastructure.

Technical Integration Details: Epicor P21 & Shopify Connectivity

Our iPaaS-led approach facilitates robust, secure, and scalable integration between Epicor P21 and Shopify. We leverage native APIs, webhooks, and advanced data transformation capabilities to ensure seamless data flow and process automation.

Data Flow Steps

**Connectors & Authentication:** Establish secure connections to Epicor P21 (via OAuth 2.0 or API Keys) and Shopify (via OAuth 2.0 with specific scopes).

**Event Listener Setup:** Configure Shopify webhooks (`orders/create`, `customer/update`, `refunds/create`, etc.) to trigger iPaaS workflows in real-time.

**Data Extraction:** iPaaS extracts data from Shopify using webhooks or polling Shopify API endpoints (e.g., `/admin/api/{version}/orders.json`).

**Data Transformation & Mapping:** Utilize the iPaaS's visual mapping canvas to transform Shopify data structures into Epicor P21's required schema, applying business rules and validation.

**Data Ingestion:** iPaaS invokes Epicor P21 APIs (e.g., `/api/v1/salesorders`, `/api/v1/inventory`) to create or update records.

**Bi-directional Sync:** For workflows like inventory, changes in P21 trigger iPaaS to update Shopify (`/admin/api/{version}/inventory_levels.json`).

**Error Handling & Monitoring:** Implement robust error handling (retries, dead-letter queues) and continuous monitoring of integration flows.

Data Touchpoints

Shopify Order <-> Epicor P21 Sales Order
Shopify Product Variant / Inventory Level <-> Epicor P21 Inventory Item
Shopify Customer <-> Epicor P21 Customer
Shopify Fulfillment <-> Epicor P21 Shipment
Shopify Refund / Transaction <-> Epicor P21 Invoice (AR) / General Ledger Entry
Shopify Product <-> Epicor P21 Product (Marketing/Catalog)

"The integration architecture centers around a cloud-native iPaaS acting as the central orchestration hub. Shopify events (e.g., 'Order Created') trigger webhooks, which send payloads to the iPaaS. The iPaaS then processes, transforms, and validates this data before pushing it to Epicor P21 via its REST APIs. Conversely, changes in Epicor P21 (e.g., 'Inventory Updated') are either polled by the iPaaS or pushed via Epicor P21 events (if available), then transformed and updated in Shopify via its Admin API. This bi-directional flow ensures data consistency and real-time operational synchronization."

Pricing

Simple, transparent pricing for Epicor P21 + 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 P21

Integrating Epicor P21 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 Entity Mapping: Bridging Epicor P21 and Shopify Data Models

Effective integration hinges on precise mapping of business entities between Epicor P21 and Shopify. Our iPaaS provides a visual, AI-assisted mapping canvas to harmonize these disparate data structures, ensuring data integrity and consistency.

Order / Sales Order

Represents a customer's purchase in Shopify and the corresponding sales commitment in Epicor P21.

Epicor P21 Fields

OrderNum (auto-generated) OrderDate CustomerID ShipToID OrderTotal OrderLines[] (PartNum, Qty, UnitPrice, LineTotal) RequestDate ShipViaCode PONum (e.g., Shopify Order ID)

Shopify Fields

id order_number customer line_items total_price financial_status fulfillment_status shipping_address created_at email phone

Mapping Notes

Shopify `order.id` or `order_number` should map to a custom field or `PONum` in Epicor P21 for traceability. Line item `sku` in Shopify maps to `PartNum` in P21. Shipping address maps to P21 `ShipToID` or directly to ship-to fields. `financial_status` determines P21 payment status.

Next Steps

See Epicor P21 + 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.

eCommerce Order to Cash Automation

Automate the complete lifecycle of an online sales order from creation in Shopify to fulfillment and financial posting in Epicor P21. This ensures real-time data synchronization and reduces manual touchpoints across sales, operations, and finance.

Integration Steps:

  1. 0 Shopify `Order` (new) triggers an iPaaS workflow via webhook.
  2. 1 iPaaS extracts `Customer` details, `Line Items` (products/variants), `shipping_address`, and `total_price` from Shopify.
  3. 2 Data is transformed and mapped to create a new `Sales Order` in Epicor P21.
  4. 3 Epicor P21 allocates `Inventory Item` quantities and updates `AvailableQty`.
  5. 4 Upon `Shipment` from Epicor P21 (or WMS), tracking details are updated back to Shopify `Fulfillment`.
  6. 5 Epicor P21 `Invoice` is automatically generated and reconciled with Shopify `Transaction` status.

Business Outcome

Faster order processing, reduced order errors, real-time inventory allocation, accurate revenue recognition, improved customer experience.

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
Eliminate manual data entry and reconciliation between Shopify and Epicor P21, automating workflows like order processing, inventory updates, and financial postings.
Ensure Real-time Data Accuracy
Achieve consistent, real-time synchronization of inventory levels, customer data, and order statuses across both systems, preventing overselling and data discrepancies.
Accelerate Order Fulfillment
Automatically push Shopify orders to Epicor P21 and receive fulfillment updates back, significantly reducing order-to-shipment cycles and enhancing customer satisfaction.
Gain Unified Customer Insights
Synchronize customer profiles to create a comprehensive 'Customer 360' view in Epicor P21, enabling personalized service and targeted marketing efforts.
Simplify Financial Reconciliation
Automate the posting of Shopify sales, refunds, and payments directly to Epicor P21's General Ledger, streamlining accounting processes and accelerating month-end close.
Empower Business Users
Leverage a low-code iPaaS platform that allows business analysts to design and manage integrations, reducing reliance on IT and accelerating process improvements.
Scale with Confidence
Build a scalable integration foundation that supports high transaction volumes and future growth, ensuring your systems can keep pace with your expanding eCommerce operations.
✨

Boost Operational Efficiency

80%+ Reduction in manual data entry

📋 What You Get

Eliminate manual data entry and reconciliation between Shopify and Epicor P21, automating workflows like order processing, inventory updates, and financial postings.

💼 Business Impact

This benefit directly contributes to 80%+ improvement in Reduction in manual data entry, enabling your team to focus on high-value strategic initiatives.

Implementation Timeline

Go live with Epicor P21 + 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 P21 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 P21 + 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
GET, POST, PUT /api/v1/customers Synchronize customer records (create new, update existing, query details) between P21 and Shopify/CRM.
GET, POST, PUT /api/v1/salesorders Create sales orders in P21 from Shopify, update order status, retrieve order details for fulfillment.
GET, PUT /api/v1/inventory Query real-time stock levels, update inventory quantities (e.g., from WMS or adjustments), and manage availability for Shopify.
GET, POST, PUT /api/v1/products Manage product master data (create new items, update attributes, retrieve product details) for PIM/eCommerce sync with Shopify.
GET, POST /api/v1/invoices Create Accounts Payable invoices, retrieve Accounts Receivable invoice details for payment reconciliation (e.g., for Shopify refunds).
GET, POST /api/v1/shipments Record shipment details, update order fulfillment status, and retrieve tracking information to send back to Shopify.
POST /api/v1/gltransactions Post general ledger transactions for financial integration and reporting, especially for Shopify payments and refunds.

⚡ Transformation Logic

  • **Currency Conversion:** If Shopify operates in a different currency than P21, automatic conversion rates are applied.
  • **Status Mapping:** Shopify `financial_status` and `fulfillment_status` are mapped to corresponding P21 `Sales Order` statuses.
  • **Address Formatting:** Shopify address fields are parsed and formatted to match Epicor P21's address structure.
  • **Date/Time Conversion:** Standardize date and time formats between systems.
  • **SKU Harmonization:** Logic to handle minor SKU discrepancies (e.g., leading zeros, case sensitivity) to match P21 `PartNum`.
  • **Line Item Aggregation/Splitting:** Adjusting order lines if P21 requires a different structure than Shopify.

🛡️ Error Handling

  • **API Rate Limit Exceeded:** iPaaS retries with exponential backoff.
  • **Invalid Data Payload:** Data sent to dead-letter queue, alert triggered for manual correction.
  • **Authentication Failure:** Alert and automatic token refresh attempt.
  • **Product Not Found (SKU Mismatch):** Alert, potentially creating a manual task to investigate/create product.
  • **Inventory Shortage:** Order flagged for manual review, potentially holding order in Shopify or creating backorder in P21.
Pricing

Simple, transparent pricing for Epicor P21 + 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 Epicor P21 with Shopify?
The best approach is to leverage a modern iPaaS platform. It provides pre-built connectors, robust mapping engines, and orchestration capabilities to handle real-time synchronization of orders, inventory, product data, and customer information between Epicor P21 and Shopify, often using API-first and event-driven methods like webhooks.

Workflow Automation FAQs

▸ Can I automate complex workflows involving Epicor P21 and Shopify without writing custom code?
Absolutely. Modern iPaaS platforms offer low-code/no-code tools that allow business analysts and power users to design, build, and deploy complex workflows involving Epicor P21 and Shopify. This significantly reduces development time and IT dependency for common automations like order processing, inventory updates, and customer onboarding.

AI Enhancement FAQs

▸ How does AI enhance Epicor P21 and Shopify integrations?
AI can augment these integrations by providing intelligent capabilities such as automated anomaly detection in transaction data, AI-assisted data mapping suggestions for new fields, predictive exception handling, and intelligent routing of workflows. This reduces manual intervention, improves data quality, and provides proactive operational insights.

Challenges & Solutions FAQs

▸ What are the common challenges when integrating Epicor P21 with Shopify, and how are they addressed?
Common challenges include dealing with diverse API structures, ensuring real-time data consistency, managing complex data transformations, handling API rate limits, and implementing robust error handling. Our iPaaS addresses these by abstracting API complexities, providing visual mapping, intelligent throttling, and comprehensive error management with retries and alerts.

Security FAQs

▸ How do I ensure data security during Epicor P21 and Shopify integrations?
Prioritize using secure authentication methods like OAuth 2.0, enforce data encryption in transit (TLS 1.2+) and at rest, implement granular role-based access control for API users, and utilize secure credential management (secrets manager). Our iPaaS complies with industry security standards and offers data masking capabilities for sensitive information.

Inventory Management FAQs

▸ Is it possible to synchronize inventory levels between Epicor P21 and Shopify in real-time?
Yes, an iPaaS can facilitate real-time, bi-directional inventory synchronization between Epicor P21 (`Inventory Item` `AvailableQty`) and Shopify (`Inventory Level` `available`). This prevents overselling, ensures accurate stock visibility for customers, and optimizes inventory management across your entire operation.

Error Handling FAQs

▸ How can I manage integration errors and failures for Epicor P21 and Shopify?
Implement a robust error handling strategy within your iPaaS. This includes automatic retries with exponential backoff for transient errors, dead-letter queues for persistent failures, centralized logging, and automated alerts to notify relevant teams. AI can also assist in triaging and suggesting resolutions for common exceptions.

Governance FAQs

▸ What kind of governance is needed for Epicor P21 and Shopify integrations?
Effective governance includes establishing a clear integration strategy, defining data ownership, implementing a Dev-QA-Prod environment promotion process, version control for integration flows, comprehensive monitoring, and regular auditing of integration performance and security. This ensures reliability, scalability, and compliance.
Next Steps

See Epicor P21 + 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 P21 + 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 P21 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 P21 + 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 P21 + 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 P21 + 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