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Unify Your Digital Commerce & ERP: Sitecore Epicor Integration

Drive efficiency and customer satisfaction with real-time data synchronization between Sitecore Experience Commerce and Epicor ERP using an intelligent iPaaS.

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The Challenge

The Disconnect Between Digital Commerce and Enterprise Operations

Many businesses struggle with fragmented operations when their eCommerce platform (Sitecore) operates independently from their ERP system (Epicor). This leads to inefficiencies, inaccuracies, and a subpar customer experience that hinders growth and profitability.

  • Manual order entry from Sitecore into Epicor is slow and error-prone.
  • Outdated inventory levels in Sitecore lead to overselling and customer frustration.
  • Inconsistent customer data across systems prevents personalized marketing and accurate service.
  • Delayed financial reconciliation of eCommerce payments with Epicor's AR.
  • Lack of real-time visibility into order status, shipping, and product availability.
Integration Diagram
Solution Illustration
The Solution

Intelligent iPaaS: The Bridge Between Sitecore Commerce and Epicor ERP

Our advanced iPaaS (Integration Platform as a Service) provides the intelligent, low-code platform to seamlessly connect Sitecore Experience Commerce and Epicor ERP. It automates critical business processes, ensures data consistency, and empowers your teams with real-time insights, transforming your digital commerce and operational efficiency.

  • Pre-built, configurable connectors for Sitecore and Epicor.
  • Visual, drag-and-drop workflow designer for rapid integration development.
  • AI-powered data mapping and transformation suggestions.
  • Event-driven architecture for real-time data synchronization.
  • Robust error handling, monitoring, and alerting capabilities.
Implementation Timeline

Go live with Sitecore + Epicor 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 Sitecore and Epicor, 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 Sitecore + Epicor 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, configurable connectors for Sitecore and Epicor.
  • Visual, drag-and-drop workflow designer for rapid integration development.
  • AI-powered data mapping and transformation suggestions.
  • Event-driven architecture for real-time data synchronization.
  • Robust error handling, monitoring, and alerting capabilities.
  • Secure, scalable cloud-native integration platform.

Technical Integration Overview: Sitecore & Epicor

The integration between Sitecore and Epicor is built on a modern iPaaS, leveraging an API-first, event-driven architecture to ensure real-time data synchronization and robust process automation. This approach minimizes system load, maximizes performance, and provides a highly resilient integration framework.

Data Flow Steps

API Connectivity: Secure connections established to Sitecore (xConnect, Commerce Engine, Item Management APIs) and Epicor (RESTful OData APIs).

Event Triggering: Sitecore webhooks (for Orders, Carts, Contacts) and Epicor Business Process Management (BPM) events (for Part updates, SalesOrder changes) act as real-time triggers.

Data Ingestion: iPaaS listens for and captures events or polls endpoints, ingesting raw data from the source system.

Canonical Data Model: Data is transformed into a standardized, canonical format within the iPaaS, harmonizing schema differences.

Business Logic & Transformation: Low-code visual tools apply business rules, data validations, and complex transformations (e.g., currency conversion, address standardization).

Data Mapping: Fields are precisely mapped between the canonical model and the target system's schema, often AI-assisted.

Target System API Call: Transformed data is sent via API calls to the target system (e.g., creating a SalesOrder in Epicor, updating Product in Sitecore).

Error Handling & Monitoring: Automatic retries, dead-letter queues, and real-time alerts ensure data integrity and prompt issue resolution.

Status Updates: Confirmation or error messages are logged and, if necessary, sent back to the source system or relevant stakeholders.

Data Touchpoints

Sitecore: Customer/Contact, Order, Product, Cart, Payment Transaction, Inventory Item, Shipment
Epicor: Customer, SalesOrder, Part, Invoice, CashReceipt, JobHead, ShipVia

"Sitecore (Event/API) -> iPaaS (Connect, Transform, Map, Orchestrate) -> Epicor (API) | Epicor (Event/API) -> iPaaS (Connect, Transform, Map, Orchestrate) -> Sitecore (API)"

Pricing

Simple, transparent pricing for Sitecore + Epicor.

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 Sitecore

Integrating Sitecore 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 and Intelligent Data Mapping

Achieving seamless Sitecore Epicor integration hinges on precise mapping and transformation of core business entities. Our iPaaS provides a visual, AI-assisted canvas to harmonize disparate data schemas, ensuring data integrity and consistency across your entire ecosystem.

Customer / Contact

Represents an individual or organization interacting with Sitecore (xDB contact/Commerce customer) and Epicor (Customer master). Critical for personalization, order history, and financial records.

Sitecore Fields

CustomerId Email FirstName LastName Address Phone MarketingOptInStatus LoyaltyTier

Epicor Fields

CustNum CustID Name Address1 City State Zip Country ContactName PhoneNum EmailAddress CreditHold

Mapping Notes

Requires a robust strategy for unique ID mapping (e.g., Sitecore CustomerId to Epicor CustID or a custom external ID field). Address data often requires standardization and validation. Consider 'Parent/Child' customer relationships in Epicor.

Next Steps

See Sitecore + Epicor 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 ERP Fulfillment

Automate the complete order lifecycle from Sitecore Experience Commerce to Epicor Sales Order Entry, including validation, inventory reservation, and status updates.

Integration Steps:

  1. 0 Customer places an order in Sitecore XC.
  2. 1 Sitecore Order webhook triggers iPaaS workflow.
  3. 2 iPaaS transforms Sitecore Order data to Epicor SalesOrder schema.
  4. 3 Epicor SalesOrder is created, inventory is reserved.
  5. 4 Epicor processes fulfillment and updates shipment details.
  6. 5 Shipment status and tracking are sent back to Sitecore for customer visibility.

Business Outcome

Accelerated order fulfillment, reduced manual data entry by 90%, improved customer satisfaction through timely updates.

Frequency

Real-time, event-driven

Business Value

Key Integration Benefits

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

Real-time Inventory Accuracy
Prevent overselling and backorders by synchronizing Epicor's up-to-the-minute inventory levels with Sitecore Experience Commerce, ensuring customers always see accurate stock.
Accelerated Order-to-Cash Cycle
Automate the transfer of Sitecore orders to Epicor, drastically reducing manual entry, speeding up fulfillment, and improving cash flow.
Unified Customer 360 View
Achieve a single source of truth for customer data, enriching Sitecore's personalization capabilities and providing Epicor with complete customer records.
Reduced Manual Effort & Errors
Eliminate redundant data entry, reduce human errors, and free up staff to focus on higher-value tasks, enhancing operational efficiency.
Enhanced Data Consistency & Quality
Ensure reliable and accurate data across both Sitecore and Epicor, enabling better reporting, analytics, and strategic decision-making.
Scalable & Future-Proof Architecture
A modern iPaaS provides a flexible, extensible foundation that grows with your business, easily accommodating new systems or evolving integration needs.
Intelligent Anomaly Detection
Leverage AI to proactively identify and flag unusual patterns or potential errors within your integration flows, ensuring business continuity.
✨

Real-time Inventory Accuracy

99.9% Inventory Accuracy

📋 What You Get

Prevent overselling and backorders by synchronizing Epicor's up-to-the-minute inventory levels with Sitecore Experience Commerce, ensuring customers always see accurate stock.

💼 Business Impact

This benefit directly contributes to 99.9% improvement in Inventory Accuracy, enabling your team to focus on high-value strategic initiatives.

Implementation Timeline

Go live with Sitecore + Epicor 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 Sitecore and Epicor, 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 Sitecore + Epicor 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, GET, PUT /sitecore/api/ssc/commerce/shops/{shopName}/carts Manage shopping carts in Sitecore Experience Commerce for abandoned cart recovery or order creation.
POST, GET, PUT /sitecore/api/ssc/commerce/shops/{shopName}/orders Create new orders, retrieve existing order details, and update order statuses within Sitecore XC/OrderCloud.
GET /sitecore/api/ssc/commerce/shops/{shopName}/products Retrieve product catalog information, including details, pricing, and inventory from Sitecore XC/OrderCloud.
GET, POST, PATCH /sitecore/api/xconnect/{version}/odata/Contacts Interact with Sitecore xConnect to manage and retrieve contact profiles, interactions, and behavioral data for personalization.
GET, POST, PUT, DELETE /sitecore/api/management/item/v1/items Manage content items and media library assets within Sitecore Experience Manager (XM) or XP via the Item Management API.
GET, POST, PUT, DELETE /api/content/items Content Hub API endpoint for managing content items, assets, and taxonomies (if Sitecore Content Hub is part of the solution).

⚡ Transformation Logic

  • Address Standardization: Validate and format shipping/billing addresses for Epicor from Sitecore.
  • Currency Conversion: Convert order totals if Sitecore and Epicor use different base currencies.
  • ID Harmonization: Map Sitecore CustomerId to Epicor CustID, ensuring consistent external identifiers.
  • Status Mapping: Translate Sitecore OrderStatus (e.g., 'Pending', 'Complete') to Epicor SalesOrder Status (e.g., 'Open', 'Closed').
  • Inventory Calculation: Derive Sitecore 'AvailableQuantity' from Epicor 'OnHandQty' minus 'ReservedQuantity'.
  • Product Categorization: Map Sitecore product categories to Epicor's Part TypeCode or custom groups.

🛡️ Error Handling

  • Sitecore order fails to create in Epicor due to invalid PartNum.
  • Epicor inventory update fails to propagate to Sitecore due to API timeout.
  • Customer profile update conflict due to simultaneous changes in both systems.
  • Payment transaction reconciliation failure due to mismatched OrderId.
  • Rate limiting imposed by Sitecore or Epicor APIs temporarily halting data flow.
Pricing

Simple, transparent pricing for Sitecore + Epicor.

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 Sitecore with Epicor?
The most effective approach is to use a modern iPaaS (Integration Platform as a Service). This allows you to leverage pre-built Sitecore and Epicor connectors, establish a canonical data model, and orchestrate complex workflows (e.g., order-to-cash, procure-to-pay) with features like data mapping, transformation, and error handling. This is far more robust and scalable than custom point-to-point integrations.

Data Synchronization FAQs

▸ How does the integration handle real-time inventory updates from Epicor to Sitecore?
Our iPaaS leverages Epicor's Business Process Management (BPM) events to detect inventory changes in near real-time. When a stock level for a 'Part' (`OnHandQty`) changes in Epicor, a BPM can trigger an iPaaS workflow via webhook. The iPaaS then retrieves the updated inventory, maps it to Sitecore's 'Inventory Item' entity, and updates the Sitecore storefront, preventing overselling.

Workflow Automation FAQs

▸ Can I customize the order fulfillment workflow between Sitecore and Epicor?
Absolutely. Our low-code iPaaS provides a visual workflow designer that allows you to easily customize the order fulfillment process. You can add conditional logic, introduce additional steps (e.g., fraud checks, custom notifications), or integrate with other systems (e.g., WMS, shipping carriers) to tailor the workflow precisely to your business needs without writing complex code.

Security & Compliance FAQs

▸ What security measures are in place for data transfer between Sitecore and Epicor?
Security is paramount. We implement OAuth 2.0 or token-based authentication for all API interactions, enforce TLS 1.2+ encryption for data in transit, and encrypt data at rest. Sensitive data (PII) is masked or anonymized in logs, and integration user accounts adhere to the principle of least privilege. Regular audits and compliance with standards like GDPR, CCPA, and PCI DSS (for payments) are standard.

AI & Automation FAQs

▸ How does AI enhance my Sitecore Epicor integration strategy?
AI significantly enhances integrations by providing intelligent automation. This includes AI-driven anomaly detection for fraud, automated data mapping suggestions, predictive insights for customer behavior and integration bottlenecks, smart routing of integration errors for faster resolution, and autonomous workflow execution based on learned patterns, leading to more resilient and efficient operations.

Integration Approach FAQs

▸ What are the benefits of using an iPaaS over custom coding for Sitecore Epicor integration?
An iPaaS offers numerous benefits over custom coding: faster development with pre-built connectors and low-code tools, reduced maintenance costs, improved scalability and resilience, centralized monitoring and error handling, enhanced security and compliance, and empowerment of business users to manage workflows, significantly reducing IT dependency.

Implementation & Management FAQs

▸ How do you manage different integration environments (Dev, QA, Prod) for Sitecore and Epicor?
Our iPaaS provides robust environment management capabilities. This includes dedicated, isolated environments for Dev, QA, and Prod, allowing you to deploy and test Sitecore and Epicor integration flows in stages. Features like version control, automated promotion pipelines, and environment-specific credential management ensure consistency, reduce deployment risks, and facilitate agile development.
Implementation Timeline

Go live with Sitecore + Epicor 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 Sitecore and Epicor, 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 Sitecore + Epicor 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 Sitecore + Epicor.

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 Sitecore + Epicor 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