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Connect™

Unify Epicor ERP & Zoho Business Apps for Seamless Operations

Connect Epicor with Zoho CRM, Books, and Inventory in real-time. Drive efficiency, gain 360° customer insights, and automate critical workflows with an AI-powered iPaaS solution.

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The Challenge

The Challenge of Disconnected Epicor & Zoho Ecosystems

Operating Epicor and Zoho systems in silos creates significant operational inefficiencies, data discrepancies, and a fragmented view of your business. Manual processes bridging these critical systems are prone to errors, delays, and drain valuable resources.

  • Manual data entry between Epicor and Zoho, leading to errors and delays.
  • Inconsistent customer, product, and financial data across systems.
  • Delayed order fulfillment and inventory updates, impacting customer satisfaction.
  • Lack of a unified 360-degree customer view for sales, service, and finance.
  • Inefficient financial reconciliation and reporting due to fragmented data.
  • Limited visibility into the true cost of operations and sales pipeline.
  • High operational costs associated with redundant tasks and data validation.
Integration Diagram
Solution Illustration
The Solution

Seamless Epicor & Zoho Integration with Our iPaaS

Our intelligent iPaaS platform provides a comprehensive solution to connect Epicor and Zoho, creating a harmonized, automated, and efficient operational backbone. It leverages advanced connectors, low-code capabilities, and AI-driven intelligence to ensure smooth data flow and robust workflow orchestration.

  • Pre-built, optimized connectors for Epicor and Zoho (CRM, Books, Inventory, People, Expense)
  • Bi-directional and uni-directional data synchronization capabilities
  • Real-time and event-driven integration architecture
  • Visual drag-and-drop workflow designer for easy automation
  • Robust data mapping and transformation engine
Implementation Timeline

Go live with Epicor + Zoho 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 Zoho, 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 + Zoho 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, optimized connectors for Epicor and Zoho (CRM, Books, Inventory, People, Expense)
  • Bi-directional and uni-directional data synchronization capabilities
  • Real-time and event-driven integration architecture
  • Visual drag-and-drop workflow designer for easy automation
  • Robust data mapping and transformation engine
  • Advanced error handling, logging, and monitoring
  • Scalable cloud-native platform for future growth

Deep Dive into Epicor-Zoho Integration Architecture

Our iPaaS provides a robust and flexible architecture for integrating Epicor and Zoho. It focuses on leveraging native API capabilities, event-driven patterns, and low-code orchestration to deliver a highly performant and scalable solution.

Data Flow Steps

Connect & Authenticate: Establish secure, authorized connections to Epicor and Zoho using their respective API authentication mechanisms (OAuth 2.0).

Define Triggers & Events: Configure event listeners (webhooks for Zoho, Epicor BPMs/custom events) or scheduled polling for data changes.

Design Workflows: Utilize the visual designer to define the sequence of operations, data transformations, and conditional logic.

Map Data: Precisely map fields between Epicor and Zoho entities, applying necessary data transformations and validations.

Deploy & Monitor: Publish the integration flows to production and continuously monitor their performance and error rates through centralized dashboards.

Error Handling & Alerts: Implement automated retries, dead-letter queues, and real-time alerts for seamless error management.

Data Touchpoints

New Customer/Contact/Account creation/update
Sales Order creation/update/status change
Product/Item inventory level synchronization
Purchase Order creation/update
AR/AP Invoice creation/status update
Cash Receipt/Payment posting
Production Order (Job) status updates

"The integration architecture centers around a modern iPaaS acting as the central nervous system. Data events originating from either Epicor (via BPMs, database triggers, or API calls) or Zoho (via webhooks or scheduled reports) are captured by the iPaaS. The iPaaS then applies predefined business logic, transforms the data to the target system's schema, and pushes it via API calls. All transactions are logged, monitored, and subject to robust error handling."

Pricing

Simple, transparent pricing for Epicor + Zoho.

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 Data Mapping

Effective integration hinges on precise data mapping and transformation. Our iPaaS provides intelligent tools to harmonize the distinct data models of Epicor and Zoho for key business entities, ensuring data consistency and integrity.

Customer / Zoho Contact / Zoho Account

Synchronizing customer records is fundamental for a 360-degree view, enabling consistent sales, service, and financial interactions.

Epicor Fields

CustNum CustID Name Address1 City State Zip Country ContactName PhoneNum EmailAddress

Zoho Fields

First Name (Contact) Last Name (Contact) Email (Contact) Account Name (Account) Website (Account) Phone (Account) Billing Street (Account) Shipping Street (Account)

Mapping Notes

Epicor's 'Customer' entity typically maps to a combination of Zoho 'Account' (for company details) and 'Contact' (for individual contacts). Ensure a unique identifier (e.g., Epicor CustID) is mapped to a custom field in Zoho Account for bi-directional lookup. Consider 'Parent/Child' customer relationships in Epicor and how they translate to Zoho Accounts.

Next Steps

See Epicor + Zoho 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.

End-to-End eCommerce Order Fulfillment

Automate the entire order journey from an eCommerce platform (via Zoho CRM/Books) to Epicor, ensuring rapid fulfillment and accurate financial reconciliation.

Integration Steps:

  1. 0 New order placed on eCommerce platform, creating Zoho Sales Order and updating Zoho CRM.
  2. 1 iPaaS triggers, transferring Zoho Sales Order details (customer, items, quantity, pricing) to Epicor as a new SalesOrder.
  3. 2 Epicor validates data, allocates inventory (Part), and initiates fulfillment processes.
  4. 3 Inventory levels (Epicor Part) are updated in Epicor and synchronized back to Zoho Inventory (Zoho Item) and eCommerce.
  5. 4 Upon Epicor shipment, status updates flow back to Zoho Sales Order and eCommerce.
  6. 5 Epicor generates an AR Invoice, which is then mirrored or reconciled in Zoho Books (Zoho Invoice).
  7. 6 Customer payments recorded in Zoho Books (Zoho Payment) are posted as Cash Receipts in Epicor AR.

Business Outcome

Faster order processing, reduced fulfillment errors, real-time inventory visibility, improved customer satisfaction, and accurate financial reporting.

Frequency

Real-time, event-driven

Business Value

Key Integration Benefits

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

Achieve 360° Customer View
Synchronize customer and account data between Epicor and Zoho CRM, providing sales, service, and finance teams with a complete, up-to-date customer profile.
Streamline Order-to-Cash
Automate sales order creation in Epicor from Zoho, accelerate fulfillment, and simplify invoicing and payment processing across both platforms.
Real-time Inventory Accuracy
Keep product and inventory levels synchronized between Epicor and Zoho Inventory, preventing overselling and optimizing stock management.
Boost Operational Efficiency
Eliminate manual data entry and redundant tasks, freeing up staff to focus on higher-value activities and reducing operational costs.
Enhance Data Quality & Compliance
Ensure data consistency and integrity across Epicor and Zoho with automated validation, error handling, and secure data transfer protocols.
Accelerate Decision-Making
Access unified, real-time data for accurate reporting, forecasting, and strategic planning, enabling more agile and informed business decisions.
✨

Achieve 360° Customer View

15-20% Increase in customer satisfaction

📋 What You Get

Synchronize customer and account data between Epicor and Zoho CRM, providing sales, service, and finance teams with a complete, up-to-date customer profile.

💼 Business Impact

This benefit directly contributes to 15-20% improvement in Increase in customer satisfaction, enabling your team to focus on high-value strategic initiatives.

Implementation Timeline

Go live with Epicor + Zoho 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 Zoho, 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 + Zoho 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
POST /api/v2/odata/YourCompany/Erp.BO.SalesOrderSvc/SalesOrders Create new Sales Orders in Epicor from Zoho Sales Orders or eCommerce.
GET/PATCH /api/v2/odata/YourCompany/Erp.BO.SalesOrderSvc/SalesOrders({Company},{OrderNum}) Retrieve or update specific Sales Order details (e.g., status, line items).
POST/PATCH /api/v2/odata/YourCompany/Erp.BO.CustomerSvc/Customers Create or update Customer records from Zoho CRM Contacts/Accounts.
GET/PATCH /api/v2/odata/YourCompany/Erp.BO.PartSvc/Parts({Company},{PartNum}) Retrieve detailed Part information or update inventory levels.
POST /api/v2/odata/YourCompany/Erp.BO.APInvoiceSvc/APInvoices Create Accounts Payable invoices from Zoho Bills or AI-extracted data.
POST /api/v2/odata/YourCompany/Erp.BO.CashReceiptSvc/CashReceipts Record customer cash receipts from Zoho Payments or payment gateways.
PATCH /api/v2/odata/YourCompany/Erp.BO.JobEntrySvc/Jobs({Company},{JobNum}) Update Production Order (Job) status from MES or Zoho Projects.

⚡ Transformation Logic

  • Field Concatenation/Splitting: Combining 'First Name' and 'Last Name' into a single 'ContactName' field.
  • Data Type Conversion: Converting string dates to date objects, numeric strings to integers.
  • Lookup Tables: Mapping internal Epicor codes (e.g., ShipViaCode) to external Zoho values or vice versa.
  • Conditional Logic: Applying different mapping rules based on data values (e.g., if 'OrderType' is 'Web', apply specific pricing).
  • Default Values: Assigning default values if a source field is empty.
  • Data Cleansing: Removing special characters, trimming whitespace, standardizing phone numbers.

🛡️ Error Handling

  • API Authentication Failure: Invalid tokens or credentials.
  • Rate Limit Exceeded: Too many requests to Epicor or Zoho API.
  • Data Validation Error: Invalid data format, missing required fields.
  • Business Rule Violation: e.g., attempting to create a Sales Order for a non-existent customer.
  • Network Connectivity Issues: Temporary interruption between iPaaS and systems.
  • System Downtime: Epicor or Zoho service temporarily unavailable.
  • Data Conflict: Simultaneous updates to the same record from both systems.
Pricing

Simple, transparent pricing for Epicor + Zoho.

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

▸ Why should I integrate Epicor with Zoho?
Integrating Epicor (ERP) with Zoho (CRM, Books, Inventory) eliminates data silos, automates workflows like order-to-cash, provides a unified 360-degree customer view, ensures real-time inventory accuracy, and reduces manual data entry and errors, ultimately boosting operational efficiency and decision-making.

Technical FAQs

▸ How does an iPaaS handle data mapping between Epicor and Zoho?
A modern iPaaS offers a visual, drag-and-drop mapping canvas. You can define how fields from Epicor entities (e.g., Customer, SalesOrder) map to Zoho entities (e.g., Contact, Account, Zoho Sales Order). AI-assisted mapping suggests optimal connections, data transformations (e.g., concatenating fields, converting formats), and validation rules to ensure data integrity.

Use Cases FAQs

▸ Can I automate complex manufacturing workflows involving Epicor and Zoho?
Absolutely. Our iPaaS allows you to orchestrate complex manufacturing workflows. For example, you can synchronize production order status changes from Epicor Production Management (JobHead) to an external MES or Zoho Projects, automate labor reporting, and update job statuses in real-time, leveraging Epicor's BPM engine.

Security FAQs

▸ What are the security considerations for Epicor-Zoho integration?
Key security considerations include using OAuth 2.0 for API authentication, enforcing TLS 1.2+ encryption for all data in transit, implementing least-privilege access for integration user accounts, securely managing API keys/credentials in an encrypted vault, and ensuring compliance with data privacy regulations (GDPR, CCPA).

AI Features FAQs

▸ How does AI enhance the Epicor-Zoho integration?
AI significantly enhances integration by providing intelligent automation. This includes AI-driven mapping suggestions, automated anomaly detection in transaction flows, intelligent exception handling (e.g., auto-resolving common errors), predictive analytics for operational insights, and even natural language processing for document intake like AP invoices.

Performance FAQs

▸ How are Epicor and Zoho API rate limits managed?
Our iPaaS includes built-in mechanisms to manage API rate limits for both Epicor and Zoho. This involves intelligent queuing of requests, batching operations for bulk data transfers, and implementing exponential backoff for retries when rate limits are temporarily exceeded, ensuring continuous and compliant data flow.

Low-Code FAQs

▸ Can I use low-code tools to build and manage Epicor-Zoho 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 Epicor-Zoho integrations and workflows without writing complex code, significantly accelerating development and reducing reliance on specialized developers.

Error Handling FAQs

▸ What happens if an integration between Epicor and Zoho fails?
A robust iPaaS integration includes multi-tiered error handling. This involves comprehensive logging of all transactions, automatic retries for transient errors with exponential backoff, routing persistent failures to a dead-letter queue for manual investigation, and real-time alerts to notify administrators of critical issues, ensuring no data is lost and providing a clear path for resolution.
Implementation Timeline

Go live with Epicor + Zoho 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 Zoho, 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 + Zoho 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 + Zoho.

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 + Zoho 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