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Connect™

Unify Your Sales (Streak) and Operations (Epicor) for Unprecedented Efficiency

Bridge the gap between your CRM pipeline and ERP backbone with intelligent, real-time integration. Automate workflows, eliminate data silos, and drive growth.

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The Challenge

The Disconnect: Why Fragmented Sales and ERP Systems Hold You Back

In today's fast-paced business environment, disjointed sales and operational systems create significant bottlenecks, leading to lost revenue, frustrated teams, and inefficient processes. Without a seamless connection between Streak's powerful sales pipeline and Epicor's comprehensive ERP, your business operates in silos.

  • Manual data entry leads to errors and delays in order processing.
  • Sales teams lack real-time visibility into inventory and order fulfillment status.
  • Customer data inconsistencies between CRM and ERP cause service issues.
  • Delayed financial reconciliation due to disconnected sales and payment data.
  • Inefficient handoffs from sales (Streak) to production or project management (Epicor).
Integration Diagram
Solution Illustration
The Solution

The Unified Solution: Streak & Epicor Integration with an Intelligent iPaaS

Our powerful integration solution, built on an AI-enhanced iPaaS, seamlessly connects Streak's sales pipeline and project management with Epicor's comprehensive ERP capabilities. This creates an automated, real-time data highway that eliminates silos, standardizes processes, and empowers your entire organization.

  • Real-time, Event-Driven Data Synchronization
  • Bi-directional Customer & Contact Data Flow
  • Automated Deal-to-Order & Project Handoff
  • Dynamic Inventory & Order Status Visibility
  • AI-Powered Data Mapping & Validation
Implementation Timeline

Go live with Streak + 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 Streak 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 Streak + 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

  • Real-time, Event-Driven Data Synchronization
  • Bi-directional Customer & Contact Data Flow
  • Automated Deal-to-Order & Project Handoff
  • Dynamic Inventory & Order Status Visibility
  • AI-Powered Data Mapping & Validation
  • Low-Code/No-Code Workflow Customization
  • Robust Error Handling & Monitoring

Implementing the Streak-Epicor Integration

The integration is built on an API-first, event-driven architecture, leveraging a robust iPaaS to orchestrate data flow between Streak and Epicor. This ensures real-time synchronization, data integrity, and high performance.

Data Flow Steps

Discovery & Planning: Identify key business processes, data entities, and workflows to integrate. Define data mapping requirements, transformation rules, and synchronization directionality. Establish clear KPIs for success.

iPaaS Setup & Connectivity: Configure the iPaaS platform, set up secure connectors for Streak (using OAuth 2.0) and Epicor (using OAuth 2.0/token-based authentication). Establish network connectivity and IP whitelisting.

Data Mapping & Transformation: Utilize the iPaaS's visual mapping canvas to define how Streak entities (Boxes, Contacts, Organizations, Custom Fields) correspond to Epicor entities (Customers, SalesOrders, Parts, JobHeads, UDFs). Implement data transformation logic for standardization and enrichment.

Workflow Design & Orchestration: Design integration workflows using the low-code/no-code builder. Configure event triggers (Streak webhooks, Epicor BPMs/polling), conditional logic, error handling, and retry mechanisms for each automated process.

Testing & Validation: Deploy integrations to a dedicated QA environment. Conduct comprehensive unit, integration, and user acceptance testing (UAT) with realistic data. Validate data accuracy, workflow execution, and error handling.

Deployment & Monitoring: Promote validated integrations to the production environment. Establish continuous monitoring through the iPaaS dashboard, configure alerts for critical issues, and set up performance analytics. Provide training to end-users.

Data Touchpoints

Streak: Box (Deal/Project), Contact, Organization, Pipeline, Stage, Task, Custom Field, Activity
Epicor: Customer, SalesOrder, Part, PurchaseOrder, Invoice, JobHead, CashReceipt, GLAccount

"Streak (Webhooks) --> iPaaS (Connectors, Data Mapping, Transformation, Business Logic, AI) --> Epicor (REST API / BPMs) --> iPaaS --> Streak (API Update)"

Pricing

Simple, transparent pricing for Streak + Epicor.

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
Innovative & Robust

How Middleware Integration Works

Benefits of Integrating Streak

Integrating Streak 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 Field-Level Mappings

A detailed look at how core business entities are mapped and transformed between Streak and Epicor, ensuring data integrity and consistency.

Streak Box (Deal/Project) to Epicor SalesOrder

The central deal or project in Streak, containing sales opportunity details, maps directly to a SalesOrder in Epicor for fulfillment and financial tracking.

Streak Fields

boxKey (unique identifier) name (Deal Name) pipelineKey (e.g., Sales Pipeline) stageKey (e.g., 'Closed-Won', 'In Progress') fields.{customFieldKey} (e.g., 'Product SKU', 'Quantity', 'Sales Price') contactKeys (linked Streak Contacts) organizationKeys (linked Streak Organization)

Epicor Fields

OrderNum (unique Epicor identifier) OrderDate CustNum (linked Epicor Customer) PONum (often maps from Streak boxKey or custom ID) OrderAmt (calculated from line items) OrderStatus (e.g., 'Open', 'Shipped', 'Invoiced') OrderDtl (nested array for line items: PartNum, OrderQty, UnitPrice)

Mapping Notes

Streak's 'Box' is highly flexible; its custom fields are crucial for capturing structured data (e.g., product details, pricing) that maps to Epicor's SalesOrder line items (`OrderDtl`). `boxKey` can be used as `PONum` in Epicor for traceability. Stage mapping is critical for workflow progression.

Next Steps

See Streak + 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.

Automated Sales Order Creation & Status Sync

When a sales deal is marked 'Closed-Won' in Streak, a new Sales Order is automatically created in Epicor. As the order progresses through fulfillment in Epicor, its status (e.g., 'Shipped', 'Invoiced') is updated back into the corresponding Streak Deal.

Integration Steps:

  1. 0 Streak Box 'Stage' changes to 'Closed-Won'.
  2. 1 iPaaS extracts Streak Deal, Contact, and Organization data.
  3. 2 iPaaS creates/updates Epicor Customer record.
  4. 3 iPaaS creates Epicor SalesOrder with line items from Streak custom fields.
  5. 4 Epicor `OrderNum` is written back to Streak Box.
  6. 5 Epicor `SalesOrder.OrderStatus` changes trigger updates to Streak Box custom fields or stage.

Business Outcome

Reduced order processing time, eliminated manual errors, improved sales-to-fulfillment transparency, accurate revenue forecasting.

Frequency

Real-time (event-driven)

Business Value

Key Integration Benefits

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

Accelerate Sales-to-Cash Cycle
Automate the conversion of Streak 'Closed-Won' deals into Epicor Sales Orders and link payments, drastically reducing manual effort and speeding up revenue recognition.
Enhance Data Accuracy & Consistency
Ensure customer, product, and order data is consistent and accurate across Streak and Epicor, eliminating discrepancies and improving reliability.
Improve Operational Visibility
Provide sales and support teams with real-time access to Epicor inventory levels, order statuses, and project progress directly within Streak.
Boost Team Productivity
Eliminate manual data entry, reduce redundant tasks, and free up sales, operations, and finance teams to focus on strategic activities.
Streamline Customer Experience
With a unified view of customer interactions and order history, provide more informed support and personalized sales engagements.
Reduce IT Backlog & Costs
Leverage low-code/no-code capabilities to empower business users, reducing reliance on IT for integration development and maintenance.
✨

Accelerate Sales-to-Cash Cycle

30% Faster Sales-to-Cash

📋 What You Get

Automate the conversion of Streak 'Closed-Won' deals into Epicor Sales Orders and link payments, drastically reducing manual effort and speeding up revenue recognition.

💼 Business Impact

This benefit directly contributes to 30% improvement in Faster Sales-to-Cash, enabling your team to focus on high-value strategic initiatives.

Implementation Timeline

Go live with Streak + 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 Streak 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 Streak + 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
GET, POST, PUT, DELETE /v2/boxes CRUD operations for Streak Deals/Projects. Essential for creating new sales opportunities or updating their stages.
GET, POST, PUT /v2/contacts Manage Streak Contact records. Used for syncing individual customer contact details.
GET, POST, PUT /v2/organizations Manage Streak Organization records. Used for syncing company-level customer data.
GET /v2/pipelines Retrieve pipeline structures and stages. Important for dynamic mapping of deal stages.
GET, POST, PUT, DELETE /v2/tasks Manage tasks. Used for creating follow-ups or syncing with external task systems.
POST /v2/activities Log activities and events. Used for recording payment confirmations or other Epicor-driven updates.

⚡ Transformation Logic

  • Field Renaming: Streak 'name' to Epicor 'OrderDesc'.
  • Data Type Conversion: Streak (text) custom fields to Epicor (numeric) fields (e.g., 'Quantity').
  • Conditional Mapping: Map Streak 'stageKey' to different Epicor 'OrderStatus' values based on pipeline type.
  • Value Lookups: Convert Streak 'assignedTo' (user email) to Epicor 'EmployeeNum' via a lookup table.
  • Data Aggregation: Combine multiple Streak custom fields into a single Epicor text field.
  • Default Value Assignment: Assign default Epicor values if a Streak field is empty.
  • Date Formatting: Standardize date formats between Streak and Epicor.

🛡️ Error Handling

  • Invalid `PartNum` provided from Streak custom field during Epicor SalesOrder creation.
  • Customer record not found in Epicor for an incoming Streak Deal.
  • Streak API rate limit exceeded during a bulk update from Epicor.
  • Network connectivity issues preventing communication with Epicor's API.
  • Data type mismatch (e.g., text instead of number) during transformation to Epicor.
  • Stale token for Epicor authentication.
Pricing

Simple, transparent pricing for Streak + Epicor.

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
Support & Information

Frequently Asked Questions

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

Data Integration FAQs

▸ What kind of data can I integrate between Streak and Epicor?
You can integrate a wide range of critical business data. This includes sales pipeline information (Streak Deals/Boxes) mapping to Epicor Sales Orders or Production Jobs (JobHead), customer and contact details (Streak Organizations/Contacts) synchronizing with Epicor Customer records, real-time inventory levels and product data (Epicor Part) populating Streak custom fields, and financial updates (Epicor Invoices, Cash Receipts) logging as Activities in Streak.

Workflow Automation FAQs

▸ Can I automate my Streak sales pipeline with Epicor order fulfillment?
Absolutely. A primary benefit of this integration is automating the entire sales-to-fulfillment process. When a Streak Deal (Box) reaches the 'Closed-Won' stage, the iPaaS automatically creates a corresponding Sales Order in Epicor, complete with customer and product details, initiating the fulfillment process without any manual intervention.

Business Benefits FAQs

▸ How does real-time inventory from Epicor benefit Streak users?
Integrating Epicor inventory data directly into Streak empowers your sales team with real-time product availability. Sales representatives can instantly see stock levels and pricing within Streak, enabling them to provide accurate quotes, avoid overselling, and give precise delivery estimates. This drastically improves customer satisfaction and accelerates deal closures.

Technology FAQs

▸ Is low-code/no-code suitable for complex Streak and Epicor integrations?
Yes, modern low-code/no-code iPaaS platforms are specifically designed to handle the complexity of enterprise integrations like Streak and Epicor. They provide intuitive visual builders, pre-built connectors, and robust mapping engines that simplify even the most sophisticated data transformations and orchestration logic, empowering business users while maintaining IT governance and scalability.

AI Capabilities FAQs

▸ How does AI enhance my Streak-Epicor integrations?
AI significantly enhances the integration by providing intelligent automation. This includes AI-driven suggestions for data field mappings, automated validation of data quality (e.g., email addresses, company names), proactive detection of anomalies in transaction flows, and even intelligent routing of leads. AI also assists in diagnosing and suggesting (or even auto-resolving) common integration errors, improving data integrity and reducing manual effort.

Security & Compliance FAQs

▸ What are the security considerations for Streak-Epicor integration?
Security is paramount. Our integration adheres to best practices including OAuth 2.0 for secure API authentication, end-to-end encryption (HTTPS/TLS) for all data in transit and at rest, secure storage of API credentials in a secrets manager, implementation of least-privilege access for integration users, and comprehensive audit trails. We also ensure compliance with regulations like GDPR, CCPA, and SOC 2.

Customization FAQs

▸ Can I synchronize custom fields in Streak with Epicor?
Absolutely. Custom fields are a key feature in Streak for tailored data capture, and our iPaaS fully supports their synchronization with Epicor. Whether you're mapping Streak custom fields to standard Epicor fields or Epicor's User-Defined Fields (UDFs), our flexible mapping tools ensure accurate transformation and validation of this crucial business data.

Error Handling FAQs

▸ What happens if a Streak-Epicor integration fails?
Our robust iPaaS includes a multi-tiered error handling strategy. This involves automatic retries with exponential backoff for transient issues, routing persistent failures to dead-letter queues (DLQ) for manual inspection, and automated notifications to alert relevant teams. AI can also assist in diagnosing root causes and suggesting corrective actions, minimizing disruption and ensuring data consistency.
Implementation Timeline

Go live with Streak + 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 Streak 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 Streak + 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 Streak + Epicor.

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 Streak + 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