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Unify Sales & Operations: Seamless SugarCRM Epicor Integration

Connect your CRM and ERP with intelligent automation to drive efficiency, enhance customer experience, and accelerate business growth.

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The Challenge

The Disconnect: Why Siloed SugarCRM & Epicor Data Slows You Down

Without a robust integration, your SugarCRM and Epicor systems operate in isolation, creating significant friction between your sales, service, and operations teams. This leads to costly inefficiencies, frustrated customers, and missed revenue opportunities.

  • Sales teams lack real-time visibility into inventory and order status, leading to inaccurate quotes and customer dissatisfaction.
  • Customer service agents struggle to access complete customer history, including financial data and past orders, hindering effective support.
  • Manual data entry between SugarCRM opportunities and Epicor sales orders introduces errors, delays, and consumes valuable staff time.
  • Product data discrepancies between systems result in quoting incorrect items or prices, impacting profitability.
  • Finance teams cannot reconcile sales activities with billing and fulfillment, creating bottlenecks in the order-to-cash cycle.
Integration Diagram
Solution Illustration
The Solution

Your Unified Solution: Intelligent SugarCRM Epicor Integration

Our AI-powered iPaaS provides a robust, low-code platform to seamlessly connect SugarCRM and Epicor, automating critical workflows and ensuring real-time data synchronization. Transform your sales, service, and operational processes with a single source of truth.

  • Bidirectional Data Synchronization for key entities
  • Event-Driven Workflow Automation
  • Visual Low-Code/No-Code Integration Designer
  • AI-Assisted Data Mapping and Validation
  • Real-time Monitoring & Alerting
Implementation Timeline

Go live with SugarCRM + 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 SugarCRM 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 SugarCRM + 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

  • Bidirectional Data Synchronization for key entities
  • Event-Driven Workflow Automation
  • Visual Low-Code/No-Code Integration Designer
  • AI-Assisted Data Mapping and Validation
  • Real-time Monitoring & Alerting
  • Robust Error Handling & Data Reconciliation

Deep Dive: SugarCRM Epicor Integration Architecture

Our integration solution orchestrates seamless data flow between SugarCRM and Epicor using an API-first, event-driven architecture, powered by a scalable iPaaS. This ensures robust, real-time synchronization and high data integrity.

Data Flow Steps

Secure Connectivity: Establish secure, authenticated connections to both SugarCRM and Epicor using OAuth 2.0 and API keys.

Event Listener/Polling: Configure event listeners (SugarCRM Webhooks, Epicor BPMs) for real-time triggers or intelligent polling for batch processes.

Data Extraction: Extract relevant data from the source system (e.g., new `Opportunity` in SugarCRM, updated `Part` in Epicor).

Data Transformation & Harmonization: Map source data fields to target system fields, applying necessary transformations (e.g., date format conversion, unit of measure adjustments, data enrichment).

Validation & Business Rules: Enforce data quality and business logic (e.g., required fields, conditional routing, deduplication checks) before data ingestion.

Data Ingestion: Ingest transformed and validated data into the target system via its REST APIs.

Error Handling & Retries: Implement robust error detection, logging, and automated retry mechanisms with exponential backoff for transient failures.

Monitoring & Alerting: Continuously monitor integration health, performance, and data flow, with proactive alerts for critical issues.

Data Touchpoints

SugarCRM -> Epicor: Lead (converted), Account, Contact, Opportunity, Quote, Case (for service orders).
Epicor -> SugarCRM: Customer, SalesOrder (status, details), Part (product, inventory, pricing), Invoice (status), JobHead (project status).

"SugarCRM (Events/APIs) <-> iPaaS (Connectors, Transform, AI, Orchestration) <-> Epicor (APIs/BPMs)"

Pricing

Simple, transparent pricing for SugarCRM + 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 SugarCRM

Integrating SugarCRM 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

Our iPaaS provides a visual canvas for defining robust, bidirectional mappings between SugarCRM and Epicor entities, ensuring data integrity and consistency. AI assists in accelerating this process and enhancing accuracy.

Account / Customer

Synchronize company records between SugarCRM (Account) and Epicor (Customer) to maintain a unified view of client master data.

SugarCRM Fields

id name billingaddressstreet billingaddresscity phone_office website account_type industry annual_revenue assigneduserid

Epicor Fields

CustNum CustID Name Address1 City State Zip Country ContactName PhoneNum EmailAddress

Mapping Notes

Primary key for mapping is often a custom field in SugarCRM storing the Epicor `CustID`, or a smart matching algorithm based on `name` and `website`. Critical for linking all related transactions.

Next Steps

See SugarCRM + 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 Customer & Sales Order Creation

When a sales opportunity closes 'Won' in SugarCRM, automatically create or update the corresponding Customer record in Epicor and generate a new Sales Order, reducing manual data entry and accelerating fulfillment.

Integration Steps:

  1. 0 Trigger: SugarCRM Opportunity `sales_stage` changes to 'Closed Won'.
  2. 1 Action 1: iPaaS fetches SugarCRM Account, Contact, and Opportunity details.
  3. 2 Action 2: iPaaS checks for existing Epicor `Customer` by `CustID` or mapped ID. If not found, a new `Customer` is created in Epicor using SugarCRM `Account` and `Contact` data.
  4. 3 Action 3: A new Epicor `SalesOrder` is created, linking to the Epicor `Customer`, and populated with `Opportunity` product line items (mapped to Epicor `Part`).
  5. 4 Action 4: Epicor `OrderNum` and `OrderStatus` are updated back to the SugarCRM `Opportunity` or a custom sales order module.
  6. 5 Validation: AI-driven validation ensures all required Epicor fields are populated and product IDs are valid.

Business Outcome

Instantaneous order creation, reduction in data entry errors, and a seamless handover from sales to operations, improving the 'Quote-to-Cash' cycle by days.

Frequency

Real-time (event-driven via SugarCRM webhooks)

Business Value

Key Integration Benefits

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

Accelerate Lead-to-Cash Cycle
Automate the flow from SugarCRM opportunities to Epicor sales orders, significantly reducing manual effort and order processing time.
Enhance Customer Satisfaction
Provide a unified 360-degree view of customers across sales, service, and finance, enabling personalized interactions and faster issue resolution.
Improve Data Accuracy & Consistency
Eliminate data silos and manual entry errors by synchronizing critical entities like Accounts, Contacts, Products, and Orders in real-time.
Optimize Inventory & Product Data
Ensure sales teams have access to the latest product information, pricing, and real-time inventory levels directly from Epicor.
Boost Operational Efficiency
Automate routine tasks between systems, freeing up valuable employee time to focus on strategic initiatives.
Gain Deeper Business Insights
With harmonized data across SugarCRM and Epicor, generate comprehensive reports and analytics for better decision-making.
✨

Accelerate Lead-to-Cash Cycle

30% Faster order processing

📋 What You Get

Automate the flow from SugarCRM opportunities to Epicor sales orders, significantly reducing manual effort and order processing time.

💼 Business Impact

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

Implementation Timeline

Go live with SugarCRM + 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 SugarCRM 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 SugarCRM + 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 /rest/v11/Accounts Manage customer accounts. Used for creating/updating SugarCRM Accounts based on Epicor Customer data, or pushing new SugarCRM Accounts to Epicor.
GET, POST, PUT, DELETE /rest/v11/Contacts Manage contact records. Used for syncing contact details associated with Accounts to Epicor Customer contact info.
GET, POST, PUT, DELETE /rest/v11/Opportunities Track sales opportunities. Crucial for triggering Epicor Sales Order creation upon 'Closed Won' status.
GET, POST, PUT, DELETE /rest/v11/Products Access/manage product catalog data. Used for updating SugarCRM Products with Epicor Part information (pricing, inventory).
POST, DELETE /rest/v11/{module}/{recordid}/link/{relatedmodule} Establish relationships. Used to link Products to Opportunities or Contacts to Accounts.

⚡ Transformation Logic

  • Date Formatting: Convert SugarCRM dates (`YYYY-MM-DD`) to Epicor's required format (`MM/DD/YYYY` or `YYYY-MM-DDTHH:MM:SSZ`).
  • Unit of Measure Conversion: Map SugarCRM product UOMs to Epicor `UOM` codes (e.g., 'EA' to 'EACH').
  • Address Standardization: Parse and standardize address fields for consistency (e.g., 'St.' to 'Street').
  • Conditional Logic: If SugarCRM `Account` `industry` is 'Manufacturing', assign a specific `Customer` group in Epicor.
  • Data Enrichment: Perform lookups (e.g., get Epicor `CustNum` based on SugarCRM `Account ID`) to enrich payloads before sending.

🛡️ Error Handling

  • API Rate Limit Exceeded: iPaaS queues requests and retries with exponential backoff.
  • Data Validation Failure: Invalid data quarantined in DLQ, alert sent. AI suggests correction.
  • Network Connectivity Issue: Automated retries until connection is restored.
  • Authentication Failure: Alert IT, token refresh attempted.
  • Record Not Found: Logged as a warning, flow continues if non-critical, or triggers alert if vital.
Pricing

Simple, transparent pricing for SugarCRM + 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 SugarCRM with Epicor?
The most effective approach is to use a modern iPaaS (Integration Platform as a Service). This enables API-first, event-driven synchronization of entities like Accounts/Customers, Opportunities/Sales Orders, and Products/Parts, ensuring real-time data flow, robust error handling, and low-code/no-code development.

Workflow Automation FAQs

▸ Can I automate Lead-to-Cash workflows between SugarCRM and Epicor?
Absolutely. Our solution automates the entire Lead-to-Cash process: from a 'Closed Won' SugarCRM Opportunity, new customer records are created in Epicor, and Sales Orders are automatically generated, significantly reducing manual effort and accelerating order fulfillment.

AI & iPaaS FAQs

▸ How does AI enhance SugarCRM Epicor integrations?
AI augments integrations by suggesting optimal field mappings, detecting anomalies in data flows, intelligently routing exceptions, and even auto-resolving common data validation errors. This leads to higher data quality, fewer manual interventions, and more resilient integrations.

Data Synchronization FAQs

▸ What key entities are typically synchronized between SugarCRM and Epicor?
Commonly synchronized entities include SugarCRM Accounts/Contacts with Epicor Customers, SugarCRM Opportunities with Epicor Sales Orders, and Epicor Parts with SugarCRM Products (for catalog, pricing, and inventory).

Technical FAQs

▸ How do you handle API rate limits and errors during integration?
Our iPaaS implements strategies like intelligent queuing, batch processing, and exponential backoff for retries to manage API rate limits. For errors, we use detailed logging, automated retries, dead-letter queues for persistent failures, and proactive alerts.

Customization FAQs

▸ Is it possible to customize the integration workflows?
Yes, our low-code/no-code iPaaS offers extensive customization. You can visually design, modify, and extend workflows, add custom fields, apply complex business rules, and integrate with other systems without writing code, ensuring the solution fits your unique needs.

Security & Compliance FAQs

▸ What are the security considerations for this integration?
Security is paramount. We prioritize OAuth 2.0 authentication with least-privilege access, encrypt all data in transit (HTTPS/TLS) and at rest, securely store API credentials, and ensure compliance with data privacy regulations like GDPR and CCPA. Regular security audits are also vital.

Implementation FAQs

▸ How long does it take to implement a SugarCRM Epicor integration?
With our low-code/no-code iPaaS and pre-built connectors, implementation time is significantly reduced. Basic integrations can be up and running in a few weeks, while more complex, highly customized solutions may take a few months, depending on scope and data volume.
Implementation Timeline

Go live with SugarCRM + 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 SugarCRM 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 SugarCRM + 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 SugarCRM + 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 SugarCRM + 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